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UBS Group
UBS

145 hedge funds and large institutions have $11.6B invested in UBS Group in 2014 Q4 according to their latest regulatory filings, with 144 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

666,983% more capital invested

Capital invested by funds: $1.74M → $11.6B (+$11.6B)

14,400% more funds holding

Funds holding: 1 → 145 (+144)

19.49% more ownership

Funds ownership: 0% → 19.49% (+19%)

66% less call options, than puts

Call options by funds: $3.28M | Put options by funds: $9.57M

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
145
Holders Change
+144
Holders Change %
+14,400%
% of All Funds
3.87%
Holding in Top 10
11
Holding in Top 10 Change
+11
Holding in Top 10 Change %
% of All Funds
0.29%
New
144
Increased
–
Reduced
1
Closed
–
Calls
$3.28M
Puts
$9.57M
Net Calls
-$6.29M
Net Calls Change
-$6.29M

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$1.96B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.11B
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$755M
4
Invesco
Invesco
Georgia
+$598M
5
JP Morgan Chase
JP Morgan Chase
New York
+$581M

Top Sellers

Rank Fund Capital Flow
1
CA
Cullinan Associates
Kentucky
-$856K
Name Holding Trade Value Shares
Change 		Change in
Stake
OTPPB
26
Ontario Teachers' Pension Plan Board
Ontario, Canada
$88M +$87.7M +5,117,449 New
Northern Trust
27
Northern Trust
Illinois
$69.2M +$69.5M +4,059,893 New
MAA
28
Managed Account Advisors
New Jersey
$63.5M +$63.8M +3,725,317 New
WI
29
WHV Investments
California
$61.4M +$61.7M +3,601,364 New
State of Wisconsin Investment Board
30
State of Wisconsin Investment Board
Wisconsin
$58.6M +$58.3M +3,405,821 New
TIM
31
Thornburg Investment Management
New Mexico
$53M +$53.3M +3,110,301 New
Morgan Stanley
32
Morgan Stanley
New York
$52.7M +$52.9M +3,088,546 New
Bank of America
33
Bank of America
North Carolina
$49M +$49.2M +2,875,254 New
State Street
34
State Street
Massachusetts
$48.4M +$48.6M +2,840,091 New
ClearBridge Investments
35
ClearBridge Investments
New York
$44.2M +$44.4M +2,594,325 New
Caisse de Depot et Placement du Quebec (CDPQ)
36
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$41.4M +$41.2M +2,407,463 New
ACI
37
AMP Capital Investors
Australia
$31.4M +$31.3M +1,824,865 New
ED
38
Exane Derivatives
France
$29.9M +$29.6M +1,731,016 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$29.4M +$29.5M +1,722,920 New
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$28.5M +$28.6M +1,671,193 New
PPA
41
Parametric Portfolio Associates
Washington
$21.4M +$21.4M +1,252,226 New
Citigroup
42
Citigroup
New York
$15.3M +$15.2M +889,125 New
CT
43
Cambridge Trust
Massachusetts
$13.4M +$13.5M +787,379 New
ZAM
44
Zenit Asset Management
Sweden
$13.2M +$13.2M +770,000 New
HSBC Holdings
45
HSBC Holdings
United Kingdom
$12.8M +$12.9M +752,172 New
Millennium Management
46
Millennium Management
New York
$11.1M +$11.2M +653,997 New
AllianceBernstein
47
AllianceBernstein
Tennessee
$10.9M +$11M +641,984 New
QI
48
QS Investors
New York
$10.4M +$10.4M +609,637 New
PC
49
Polar Capital
United Kingdom
$10M +$9.58M +559,095 New
Neuberger Berman Group
50
Neuberger Berman Group
New York
$9.8M +$9.84M +574,708 New
1
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3 4 5

UBS Hedge Fund Activity: Q4 2014 in Review

145 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q4 2014, worth a combined $11.6B — up 666,983% from $1.74M a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new UBS positions and 0 closed out — a net gain of 144 holders — while 0 added to existing stakes and 1 trimmed.

The largest buyer was Norges Bank, opening a new position worth an estimated $1.96B. The largest seller was Cullinan Associates, cutting an estimated $856K.

  • 145 institutional investors held UBS Group (UBS) as of Q4 2014, up from 1 in Q3 2014.
  • Funds reported $11.6B of UBS Group stock for Q4 2014, up 666,983% quarter-over-quarter.
  • 144 funds opened new UBS Group positions in Q4 2014 and 0 closed out, a net change of +144 holders.
  • The largest UBS Group buyer in Q4 2014 was Norges Bank, an estimated $1.96B added.
  • The largest UBS Group seller in Q4 2014 was Cullinan Associates, an estimated $856K sold.

Based on aggregated 13F filings for Q4 2014.