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UBS Group

252 hedge funds and large institutions have $17.3B invested in UBS Group in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 83 increasing their positions, 84 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 20

31% more capital invested

Capital invested by funds: $13.2B → $17.3B (+$4.09B)

13% more funds holding

Funds holding: 223252 (+29)

2.6% more ownership

Funds ownership: 26.03%28.63% (+2.6%)

1% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 84

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

18% less call options, than puts

Call options by funds: $168M | Put options by funds: $205M

Holders
252
Holders Change
+29
Holders Change %
+13%
% of All Funds
6.3%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
60
Increased
83
Reduced
84
Closed
20
Calls
$168M
Puts
$205M
Net Calls
-$36.4M
Net Calls Change
-$39.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$106M +$8.75M +581,003 +9%
DZ Bank
27
DZ Bank
Germany
$105M +$101M +6,675,367 New
BIP
28
Brandes Investment Partners
California
$97.1M -$3.39M -224,774 -3%
CGT
29
Capital Guardian Trust
California
$93.8M +$84.7M +5,622,719 +1,543%
CLOS
30
Compagnie Lombard Odier SCmA
Switzerland
$82.5M -$3M -198,917 -4%
Wells Fargo
31
Wells Fargo
California
$74.2M -$4.31M -285,891 -6%
AllianceBernstein
32
AllianceBernstein
Tennessee
$73.9M -$2.68M -177,937 -4%
State of Wisconsin Investment Board
33
State of Wisconsin Investment Board
Wisconsin
$72.1M -$2.21M -146,500 -3%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$70M -$5.27M -349,743 -7%
Northern Trust
35
Northern Trust
Illinois
$63.9M +$10.9M +726,086 +22%
Aviva
36
Aviva
United Kingdom
$62.1M +$1.03M +68,286 +2%
SCCM
37
Schafer Cullen Capital Management
New York
$53.4M -$11.3M -752,114 -18%
Fidelity International
38
Fidelity International
Bermuda
$51M -$137M -9,122,178 -74%
ClearBridge Investments
39
ClearBridge Investments
New York
$50.6M +$6.04M +400,937 +14%
MME
40
Meag Munich Ergo
Germany
$48.5M +$11.2M +744,401 +35%
Citigroup
41
Citigroup
New York
$45.7M +$387K +25,692 +0.9%
Capital International Investors
42
Capital International Investors
California
$43.9M +$42.3M +2,806,661 New
NIMC
43
NWQ Investment Management Company
California
$43.7M +$8.9M +591,120 +27%
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$42.7M +$363K +24,098 +0.9%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$39.9M +$9.64M +639,856 +34%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.6M +$2.37M +157,022 +8%
TIM
47
Thornburg Investment Management
New Mexico
$32.1M -$5.41M -359,045 -15%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$30.3M +$65.5K +4,351 +0.2%
ACI
49
AMP Capital Investors
Australia
$26.4M -$7.95M -527,564 -24%
Morgan Stanley
50
Morgan Stanley
New York
$25.3M -$44.4M -2,946,596 -65%

UBS Hedge Fund Activity: Q4 2016 in Review

252 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q4 2016, worth a combined $17.3B — up 31% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new UBS positions and 20 closed out — a net gain of 40 holders — while 83 added to existing stakes and 84 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $1.65B. The largest seller was Fidelity International, cutting an estimated $137M.

  • 252 institutional investors held UBS Group (UBS) as of Q4 2016, up from 223 in Q3 2016.
  • Funds reported $17.3B of UBS Group stock for Q4 2016, up 31% quarter-over-quarter.
  • 60 funds opened new UBS Group positions in Q4 2016 and 20 closed out, a net change of +40 holders.
  • The largest UBS Group buyer in Q4 2016 was Capital Research Global Investors, an estimated $1.65B added.
  • The largest UBS Group seller in Q4 2016 was Fidelity International, an estimated $137M sold.

Based on aggregated 13F filings for Q4 2016.