UBS Group
UBS
434 hedge funds and large institutions have $30B invested in UBS Group in 2023 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 128 increasing their positions, 164 reducing their positions, and 34 closing their positions.
191% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 34
62% more funds holding in top 10
Funds holding in top 10: 13 → 21 (+8)
27% more capital invested
Capital invested by funds: $23.6B → $30B (+$6.4B)
15% more funds holding
Funds holding: 376 → 434 (+58)
2.49% more ownership
Funds ownership: 37.67% → 40.16% (+2.5%)
13% less call options, than puts
Call options by funds: $680M | Put options by funds: $779M
22% less repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 164
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$3.78B |
| 2 |
Norges Bank
Oslo,
Norway
|
+$753M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$269M |
| 4 |
CCM
Causeway Capital Management
Los Angeles,
California
|
+$201M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$131M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$594M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$422M |
| 3 |
JP Morgan Chase
New York
|
-$230M |
| 4 |
Goldman Sachs
New York
|
-$154M |
| 5 |
Axa
Paris,
France
|
-$131M |
UBS Hedge Fund Activity: Q1 2023 in Review
434 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q1 2023, worth a combined $30B — up 27% from $23.6B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new UBS positions and 34 closed out — a net gain of 65 holders — while 128 added to existing stakes and 164 trimmed.
The largest buyer was UBS Group, adding an estimated $3.78B. The largest seller was Wellington Management Group, cutting an estimated $594M.
- 434 institutional investors held UBS Group (UBS) as of Q1 2023, up from 376 in Q4 2022.
- Funds reported $30B of UBS Group stock for Q1 2023, up 27% quarter-over-quarter.
- 99 funds opened new UBS Group positions in Q1 2023 and 34 closed out, a net change of +65 holders.
- The largest UBS Group buyer in Q1 2023 was UBS Group, an estimated $3.78B added.
- The largest UBS Group seller in Q1 2023 was Wellington Management Group, an estimated $594M sold.
Based on aggregated 13F filings for Q1 2023.