UBS Group
UBS
308 hedge funds and large institutions have $16.2B invested in UBS Group in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 105 increasing their positions, 111 reducing their positions, and 57 closing their positions.
6% more capital invested
Capital invested by funds: $15.3B → $16.2B (+$868M)
2.73% more ownership
Funds ownership: 34.32% → 37.04% (+2.7%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
5% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 111
6% less funds holding
Funds holding: 327 → 308 (-19)
30% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 57
51% less call options, than puts
Call options by funds: $243M | Put options by funds: $497M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.59B |
| 2 |
Norges Bank
Oslo,
Norway
|
+$245M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$228M |
| 4 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$202M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$120M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$482M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$259M |
| 3 |
State Street
Boston,
Massachusetts
|
-$177M |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$173M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$130M |
UBS Hedge Fund Activity: Q2 2019 in Review
308 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q2 2019, worth a combined $16.2B — up 5.7% from $15.3B a quarter earlier.
Sellers outnumbered buyers: 57 funds closed out of UBS and 40 opened new positions — a net loss of 17 holders — while 111 trimmed existing stakes and 105 added.
The largest buyer was UBS Group, adding an estimated $1.59B. The largest seller was Franklin Resources, cutting an estimated $482M.
- 308 institutional investors held UBS Group (UBS) as of Q2 2019, down from 327 in Q1 2019.
- Funds reported $16.2B of UBS Group stock for Q2 2019, up 5.7% quarter-over-quarter.
- 40 funds opened new UBS Group positions in Q2 2019 and 57 closed out, a net change of -17 holders.
- The largest UBS Group buyer in Q2 2019 was UBS Group, an estimated $1.59B added.
- The largest UBS Group seller in Q2 2019 was Franklin Resources, an estimated $482M sold.
Based on aggregated 13F filings for Q2 2019.