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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
VF
576
Virtu Financial
New York
-$598K -19,475 Closed
AA
577
ALPS Advisors
Colorado
-$533K -17,341 Closed
Brown Advisory
578
Brown Advisory
Maryland
-$420K -13,671 Closed
CCM
579
CAAS Capital Management
New York
-$399K -13,000 Closed
JGGDR
580
JGP Global Gestao de Recursos
Brazil
-$329K -10,723 Closed
DI
581
Diligent Investors
California
-$309K -10,051 Closed
RWA
582
Redhawk Wealth Advisors
Minnesota
-$306K -9,967 Closed
BPA
583
Beacon Pointe Advisors
California
-$285K -9,281 Closed
BAM
584
Blueshift Asset Management
New Jersey
-$282K -9,164 Closed
GCM
585
Genus Capital Management
British Columbia, Canada
-$259K -8,704 Closed
FFM
586
Fullerton Fund Management
Singapore
-$233K -7,576 Closed
ONB
587
Old National Bancorp
Indiana
-$225K -7,318 Closed
AC
588
AXQ Capital
New Jersey
-$212K -6,900 Closed
GGA
589
Granite Group Advisors
Connecticut
-$201K -6,543 Closed
Simplex Trading
590
Simplex Trading
Illinois
-$103K -3,480 Closed
First Manhattan
591
First Manhattan
New York
-$61.4K -2,000 Closed
LP
592
LMR Partners
United Kingdom
-$59.5K -2,000 Closed
CTA
593
Colonial Trust Advisors
South Carolina
-$39.1K -1,272 Closed
HT
594
Headlands Technologies
Illinois
-$20.8K -676 Closed
MSG
595
Main Street Group
Virginia
-$13.4K -437 Closed
SSB
596
Sandy Spring Bank
Maryland
-$6.14K -200 Closed
CCM
597
Copeland Capital Management
Pennsylvania
-$5.25K -171 Closed
FGAM
598
Financial Gravity Asset Management
Texas
-$4.06K -132 Closed
PMFA
599
Plante Moran Financial Advisors
Michigan
-$3.13K -102 Closed
BF
600
BOK Financial
Oklahoma
-$3.05K -100 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.