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UBS Group
UBS

364 hedge funds and large institutions have $18.4B invested in UBS Group in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 119 increasing their positions, 146 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 40

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

0.66% less ownership

Funds ownership: 38.59% → 37.93% (-0.66%)

1% less funds holding

Funds holding: 368 → 364 (-4)

11% less capital invested

Capital invested by funds: $20.7B → $18.4B (-$2.31B)

18% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 146

50% less call options, than puts

Call options by funds: $267M | Put options by funds: $530M

Holders
364
Holders Change
-4
Holders Change %
-1.09%
% of All Funds
6.27%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
42
Increased
119
Reduced
146
Closed
40
Calls
$267M
Puts
$530M
Net Calls
-$263M
Net Calls Change
-$18M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$140M
2
Goldman Sachs
Goldman Sachs
New York
+$98.8M
3
Dodge & Cox
Dodge & Cox
California
+$73.1M
4
Amundi
Amundi
France
+$48.9M
5
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$41.7M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$413M
2
Vontobel Holding
Vontobel Holding
Switzerland
-$116M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$96.3M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$92.3M
5
Ameriprise
Ameriprise
Minnesota
-$53.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
401
TFO Wealth Partners
Ohio
– -$1K -55 Closed
FBC
402
Fairfield, Bush & Co
Connecticut
– -$1K -50 Closed
13 14 15 16
17

UBS Hedge Fund Activity: Q3 2022 in Review

364 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q3 2022, worth a combined $18.4B — down 11% from $20.7B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new UBS positions and 40 closed out — a net gain of 2 holders — while 119 added to existing stakes and 146 trimmed.

The largest buyer was UBS Group, adding an estimated $140M. The largest seller was Norges Bank, cutting an estimated $413M.

  • 364 institutional investors held UBS Group (UBS) as of Q3 2022, down from 368 in Q2 2022.
  • Funds reported $18.4B of UBS Group stock for Q3 2022, down 11% quarter-over-quarter.
  • 42 funds opened new UBS Group positions in Q3 2022 and 40 closed out, a net change of +2 holders.
  • The largest UBS Group buyer in Q3 2022 was UBS Group, an estimated $140M added.
  • The largest UBS Group seller in Q3 2022 was Norges Bank, an estimated $413M sold.

Based on aggregated 13F filings for Q3 2022.