We are live on ! Find out more
UBS icon

UBS Group

312 hedge funds and large institutions have $22.9B invested in UBS Group in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 95 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 33

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

25% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 95

9% more capital invested

Capital invested by funds: $20.9B → $22.9B (+$1.95B)

4% more funds holding

Funds holding: 299312 (+13)

3.22% more ownership

Funds ownership: 35.64%38.87% (+3.2%)

64% less call options, than puts

Call options by funds: $288M | Put options by funds: $793M

Holders
312
Holders Change
+13
Holders Change %
+4.35%
% of All Funds
7.13%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
47
Increased
119
Reduced
95
Closed
33
Calls
$288M
Puts
$793M
Net Calls
-$505M
Net Calls Change
-$241M
Name Holding Trade Value Shares
Change
Change in
Stake
GQG Partners
26
GQG Partners
Florida
$159M +$152M +9,646,845 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$155M -$2.33M -148,217 -1%
Canada Pension Plan Investment Board
28
Canada Pension Plan Investment Board
Ontario, Canada
$143M +$38.8M +2,467,258 +38%
Axa
29
Axa
France
$141M +$3.24M +205,979 +2%
DZ Bank
30
DZ Bank
Germany
$132M +$7.98M +507,450 +6%
Pzena Investment Management
31
Pzena Investment Management
New York
$125M -$44.9M -2,855,140 -26%
HSBC Holdings
32
HSBC Holdings
United Kingdom
$123M +$90.4M +5,748,525 +275%
Janus Henderson Group
33
Janus Henderson Group
United Kingdom
$96.7M +$7.56M +480,898 +9%
PP
34
Prudential plc
United Kingdom
$94.1M -$40.5M -2,578,674 -30%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$86.8M -$2.09M -132,763 -2%
Mackenzie Financial
36
Mackenzie Financial
Ontario, Canada
$69.8M +$10.9M +695,848 +19%
Northern Trust
37
Northern Trust
Illinois
$69.1M +$2.51M +159,510 +4%
Citigroup
38
Citigroup
New York
$64.7M -$31.2M -1,983,142 -33%
Morgan Stanley
39
Morgan Stanley
New York
$64.1M -$31.3M -1,989,984 -33%
BIP
40
Brandes Investment Partners
California
$62.3M -$2.2M -140,187 -3%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$60M +$5.63M +357,898 +10%
SCCM
42
Schafer Cullen Capital Management
New York
$59.9M -$5.7M -362,718 -9%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$56.7M +$11.7M +743,580 +26%
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$55.4M -$5.36M -340,651 -9%
DekaBank Deutsche Girozentrale
45
DekaBank Deutsche Girozentrale
Germany
$51M +$4.67M +297,177 +10%
CGT
46
Capital Guardian Trust
California
$50M +$1.61M +102,478 +3%
PPA
47
Parametric Portfolio Associates
Washington
$47.5M +$6.78M +431,558 +17%
CLOS
48
Compagnie Lombard Odier SCmA
Switzerland
$45.6M +$1.02M +64,937 +2%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$40.6M +$11.6M +739,617 +41%
Aviva
50
Aviva
United Kingdom
$37.4M +$11.8M +750,809 +47%

UBS Hedge Fund Activity: Q3 2018 in Review

312 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q3 2018, worth a combined $22.9B — up 9.3% from $20.9B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new UBS positions and 33 closed out — a net gain of 14 holders — while 119 added to existing stakes and 95 trimmed.

The largest buyer was Dodge & Cox, opening a new position worth an estimated $1.66B. The largest seller was Capital Research Global Investors, cutting an estimated $443M.

  • 312 institutional investors held UBS Group (UBS) as of Q3 2018, up from 299 in Q2 2018.
  • Funds reported $22.9B of UBS Group stock for Q3 2018, up 9.3% quarter-over-quarter.
  • 47 funds opened new UBS Group positions in Q3 2018 and 33 closed out, a net change of +14 holders.
  • The largest UBS Group buyer in Q3 2018 was Dodge & Cox, an estimated $1.66B added.
  • The largest UBS Group seller in Q3 2018 was Capital Research Global Investors, an estimated $443M sold.

Based on aggregated 13F filings for Q3 2018.