We are live on ! Find out more
UBS icon

UBS Group
UBS

360 hedge funds and large institutions have $19.9B invested in UBS Group in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 148 increasing their positions, 111 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

33% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 111

9% more capital invested

Capital invested by funds: $18.4B → $19.9B (+$1.58B)

4% more funds holding

Funds holding: 346 → 360 (+14)

0.1% more ownership

Funds ownership: 36.98% → 37.08% (+0.1%)

46% less call options, than puts

Call options by funds: $479M | Put options by funds: $882M

Holders
360
Holders Change
+14
Holders Change %
+4.05%
% of All Funds
6.27%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
47
Increased
148
Reduced
111
Closed
31
Calls
$479M
Puts
$882M
Net Calls
-$403M
Net Calls Change
-$167M

Top Buyers

Rank Fund Capital Flow
1
Vontobel Holding
Vontobel Holding
Switzerland
+$318M
2
UBS Group
UBS Group
Switzerland
+$272M
3
Invesco
Invesco
Georgia
+$87.6M
4
Deutsche Bank
Deutsche Bank
Germany
+$77.6M
5
JP Morgan Chase
JP Morgan Chase
New York
+$67.7M

Top Sellers

Rank Fund Capital Flow
1
BIP
Brandes Investment Partners
California
-$238M
2
CS
Credit Suisse
Switzerland
-$212M
3
Goldman Sachs
Goldman Sachs
New York
-$191M
4
GQG Partners
GQG Partners
Florida
-$114M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$98.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
X
376
Xponance
Pennsylvania
– -$180K -11,562 Closed
CAM
377
Cresset Asset Management
Illinois
– -$178K -11,497 Closed
PM
378
Parametrica Management
Hong Kong
– -$168K -10,774 Closed
FB
379
Fulton Bank
Pennsylvania
– -$160K -10,275 Closed
QOP
380
Quinn Opportunity Partners
Virginia
– -$155K -10,000 Closed
VFA
381
Valeo Financial Advisors
Indiana
– -$102K -6,571 Closed
IAIM
382
International Assets Investment Management
Florida
– -$50K -3,354 Closed
WAP
383
Wealthcare Advisory Partners
Pennsylvania
– -$19K -1,200 Closed
SFS
384
Sowell Financial Services
Arkansas
– -$12K -790 Closed
WP
385
WealthShield Partners
North Carolina
– -$10K -615 Closed
FFA
386
Freedman Financial Associates
Massachusetts
– -$8K -500 Closed
BAM
387
Bellevue Asset Management
Washington
– -$7K -419 Closed
MWP
388
Meridian Wealth Partners
Pennsylvania
– -$6K -395 Closed
DAC
389
Dividend Assets Capital
South Carolina
– -$2K -146 Closed
SC
390
Solstein Capital
California
– -$2K -101 Closed
FAF
391
Första AP-fonden
Sweden
– +$735K +46,516 +6%
12 13 14 15
16

UBS Hedge Fund Activity: Q2 2021 in Review

360 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q2 2021, worth a combined $19.9B — up 8.6% from $18.4B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new UBS positions and 31 closed out — a net gain of 16 holders — while 148 added to existing stakes and 111 trimmed.

The largest buyer was Vontobel Holding, opening a new position worth an estimated $318M. The largest seller was Brandes Investment Partners, cutting an estimated $238M.

  • 360 institutional investors held UBS Group (UBS) as of Q2 2021, up from 346 in Q1 2021.
  • Funds reported $19.9B of UBS Group stock for Q2 2021, up 8.6% quarter-over-quarter.
  • 47 funds opened new UBS Group positions in Q2 2021 and 31 closed out, a net change of +16 holders.
  • The largest UBS Group buyer in Q2 2021 was Vontobel Holding, an estimated $318M added.
  • The largest UBS Group seller in Q2 2021 was Brandes Investment Partners, an estimated $238M sold.

Based on aggregated 13F filings for Q2 2021.