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UBS Group

552 hedge funds and large institutions have $41.3B invested in UBS Group in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 216 increasing their positions, 180 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $1.22B | Put options by funds: $780M

36% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 56

20% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 180

3% more funds holding

Funds holding: 537552 (+15)

0.69% more ownership

Funds ownership: 43.08%43.77% (+0.69%)

2% less capital invested

Capital invested by funds: $42.3B → $41.3B (-$1.02B)

26% less funds holding in top 10

Funds holding in top 10: 2317 (-6)

Holders
552
Holders Change
+15
Holders Change %
+2.79%
% of All Funds
7.97%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.25%
New
76
Increased
216
Reduced
180
Closed
56
Calls
$1.22B
Puts
$780M
Net Calls
+$442M
Net Calls Change
-$192M
Name Holding Trade Value Shares
Change
Change in
Stake
ACL
551
Azora Capital LP
Florida
-$21.2M -687,607 Closed
PFMOSF
552
Philadelphia Financial Management of San Francisco
California
-$10.7M -349,396 Closed
KLCMU
553
Kite Lake Capital Management (UK)
United Kingdom
-$9.55M -310,227 Closed
SIGI
554
Susquehanna International Group (Ireland)
Ireland
-$7.53M -245,197 Closed
PC
555
PointState Capital
New York
-$7.29M -237,382 Closed
Walleye Trading
556
Walleye Trading
New York
-$6.91M -232,526 Closed
DGM
557
Delta Global Management
New York
-$6.42M -209,106 Closed
HCP
558
Hiddenite Capital Partners
New York
-$5.53M -180,000 Closed
Marshall Wace
559
Marshall Wace
United Kingdom
-$4.82M -156,423 Closed
MLICM
560
Metropolitan Life Insurance Company (MetLife)
New York
-$3.95M -128,390 Closed
GS
561
GTS Securities
New York
-$3.09M -104,064 Closed
SGDR
562
SPX Gestao de Recursos
Brazil
-$2.66M -86,700 Closed
BCM
563
Bridgeway Capital Management
Texas
-$2.32M -75,500 Closed
PAPAIJV
564
Paragon Associates & Paragon Associates II Joint Venture
Texas
-$2.3M -75,000 Closed
SSA
565
Schonfeld Strategic Advisors
New York
-$1.81M -58,892 Closed
Parallax Volatility Advisers
566
Parallax Volatility Advisers
California
-$1.74M -58,397 Closed
YIH
567
Y-Intercept (HK)
Hong Kong
-$1.75M -56,924 Closed
Lord, Abbett & Co
568
Lord, Abbett & Co
New Jersey
-$1.73M -56,100 Closed
ACM
569
Aquatic Capital Management
Illinois
-$1.68M -54,800 Closed
JC
570
JBF Capital
Colorado
-$1.61M -52,500 Closed
NA
571
Nordwand Advisors
Pennsylvania
-$1.43M -46,513 Closed
Group One Trading
572
Group One Trading
Illinois
-$1.37M -45,965 Closed
CPM
573
Connective Portfolio Management
New York
-$1.13M -36,826 Closed
IMC Chicago
574
IMC Chicago
Illinois
-$693K -23,300 Closed
1832 Asset Management
575
1832 Asset Management
Ontario, Canada
-$608K -19,800 Closed

UBS Hedge Fund Activity: Q2 2024 in Review

552 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q2 2024, worth a combined $41.3B — down 2.4% from $42.3B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new UBS positions and 56 closed out — a net gain of 20 holders — while 216 added to existing stakes and 180 trimmed.

The largest buyer was UBS AM, opening a new position worth an estimated $2.65B. The largest seller was Fidelity Investments, cutting an estimated $417M.

  • 552 institutional investors held UBS Group (UBS) as of Q2 2024, up from 537 in Q1 2024.
  • Funds reported $41.3B of UBS Group stock for Q2 2024, down 2.4% quarter-over-quarter.
  • 76 funds opened new UBS Group positions in Q2 2024 and 56 closed out, a net change of +20 holders.
  • The largest UBS Group buyer in Q2 2024 was UBS AM, an estimated $2.65B added.
  • The largest UBS Group seller in Q2 2024 was Fidelity Investments, an estimated $417M sold.

Based on aggregated 13F filings for Q2 2024.