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UBS Group

552 hedge funds and large institutions have $41.3B invested in UBS Group in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 216 increasing their positions, 180 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $1.22B | Put options by funds: $780M

36% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 56

20% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 180

3% more funds holding

Funds holding: 537552 (+15)

0.69% more ownership

Funds ownership: 43.08%43.77% (+0.69%)

2% less capital invested

Capital invested by funds: $42.3B → $41.3B (-$1.02B)

26% less funds holding in top 10

Funds holding in top 10: 2317 (-6)

Holders
552
Holders Change
+15
Holders Change %
+2.79%
% of All Funds
7.97%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.25%
New
76
Increased
216
Reduced
180
Closed
56
Calls
$1.22B
Puts
$780M
Net Calls
+$442M
Net Calls Change
-$192M
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
376
Financial Advocates Investment Management
Washington
$284K +$416 +14 +0.1%
EWA
377
EverSource Wealth Advisors
Alabama
$283K +$24.3K +819 +10%
WI
378
WrapManager Inc
California
$282K -$53.5K -1,800 -16%
Millennium Management
379
Millennium Management
New York
$280K -$19.2M -645,862 -99%
TWC
380
TD Waterhouse Canada
Ontario, Canada
$275K -$153K -5,156 -36%
LFA
381
Legacy Financial Advisors
Kentucky
$273K +$275K +9,256 New
WRPWM
382
Werba Rubin Papier Wealth Management
California
$268K -$40.8K -1,372 -13%
EGM
383
Engineers Gate Manager
New York
$267K +$269K +9,036 New
HCA
384
Harbour Capital Advisors
Virginia
$264K +$262K +8,825 New
CB
385
Commerce Bank
Missouri
$264K -$4.07K -137 -2%
WPC
386
Wedmont Private Capital
Pennsylvania
$259K +$22.8K +768 +10%
FOA
387
Five Oceans Advisors
California
$258K -$1.43K -48 -0.5%
KP
388
Keel Point
Alabama
$257K -$16.4K -550 -6%
BPCE
389
Bank Pictet & Cie (Europe)
Germany
$256K
WT
390
Whittier Trust
California
$256K +$109K +3,652 +73%
KeyBank National Association
391
KeyBank National Association
Ohio
$250K +$251K +8,454 New
CAM
392
Cozad Asset Management
Illinois
$245K
CAM
393
Columbia Asset Management
Michigan
$244K +$246K +8,268 New
FT
394
Fiduciary Trust
Massachusetts
$239K +$119 +4 +0%
HH
395
Hilltop Holdings
Texas
$235K +$89 +3 +0%
AO
396
Advisor OS
Illinois
$235K -$8.86K -298 -4%
PNC
397
Park National Corp
Ohio
$234K +$7.79K +262 +3%
KOCAA
398
Knights of Columbus Asset Advisors
Connecticut
$230K +$91.3K +3,070 +65%
Carson Wealth (CWM LLC)
399
Carson Wealth (CWM LLC)
Nebraska
$225K +$16.5K +555 +8%
CPBTD
400
Central Pacific Bank - Trust Division
Hawaii
$225K

UBS Hedge Fund Activity: Q2 2024 in Review

552 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q2 2024, worth a combined $41.3B — down 2.4% from $42.3B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new UBS positions and 56 closed out — a net gain of 20 holders — while 216 added to existing stakes and 180 trimmed.

The largest buyer was UBS AM, opening a new position worth an estimated $2.65B. The largest seller was Fidelity Investments, cutting an estimated $417M.

  • 552 institutional investors held UBS Group (UBS) as of Q2 2024, up from 537 in Q1 2024.
  • Funds reported $41.3B of UBS Group stock for Q2 2024, down 2.4% quarter-over-quarter.
  • 76 funds opened new UBS Group positions in Q2 2024 and 56 closed out, a net change of +20 holders.
  • The largest UBS Group buyer in Q2 2024 was UBS AM, an estimated $2.65B added.
  • The largest UBS Group seller in Q2 2024 was Fidelity Investments, an estimated $417M sold.

Based on aggregated 13F filings for Q2 2024.