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UBS Group
UBS

145 hedge funds and large institutions have $11.6B invested in UBS Group in 2014 Q4 according to their latest regulatory filings, with 144 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

666,983% more capital invested

Capital invested by funds: $1.74M → $11.6B (+$11.6B)

14,400% more funds holding

Funds holding: 1 → 145 (+144)

19.49% more ownership

Funds ownership: 0% → 19.49% (+19%)

66% less call options, than puts

Call options by funds: $3.28M | Put options by funds: $9.57M

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
145
Holders Change
+144
Holders Change %
+14,400%
% of All Funds
3.87%
Holding in Top 10
11
Holding in Top 10 Change
+11
Holding in Top 10 Change %
% of All Funds
0.29%
New
144
Increased
–
Reduced
1
Closed
–
Calls
$3.28M
Puts
$9.57M
Net Calls
-$6.29M
Net Calls Change
-$6.29M

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$1.96B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.11B
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$755M
4
Invesco
Invesco
Georgia
+$598M
5
JP Morgan Chase
JP Morgan Chase
New York
+$581M

Top Sellers

Rank Fund Capital Flow
1
CA
Cullinan Associates
Kentucky
-$856K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
51
Renaissance Technologies
New York
$7.99M +$8.03M +468,800 New
RJA
52
Raymond James & Associates
Florida
$7.75M +$7.68M +448,228 New
WBC
53
Westpac Banking Corp
Australia
$7.7M +$7.73M +451,449 New
VOYA Investment Management
54
VOYA Investment Management
Georgia
$7.67M +$7.64M +445,930 New
CAM
55
Capstone Asset Management
Texas
$6.22M +$6.25M +364,829 New
FM
56
Forward Management
California
$5.52M +$5.55M +324,052 New
Massachusetts Financial Services
57
Massachusetts Financial Services
Massachusetts
$5.2M +$5.23M +305,050 New
NFA
58
Nationwide Fund Advisors
Ohio
$5.08M +$5.11M +298,230 New
FMT
59
First Mercantile Trust
Tennessee
$4.6M +$4.62M +269,633 New
DVM
60
Dreman Value Management
Florida
$4.07M +$4.08M +238,396 New
Jane Street
61
Jane Street
New York
$3.66M +$3.68M +214,568 New
WIS
62
Wright Investors Service
Connecticut
$3.54M +$3.56M +207,725 New
Barclays
63
Barclays
United Kingdom
$3.46M +$3.49M +203,726 New
WAM
64
World Asset Management
Michigan
$3.36M +$3.37M +197,032 New
Stifel Financial
65
Stifel Financial
Missouri
$3.1M +$3.13M +182,858 New
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$3.03M +$3.04M +177,535 New
CS
67
Credit Suisse
Switzerland
$3M +$3.02M +176,220 New
Natixis Advisors
68
Natixis Advisors
Massachusetts
$2.97M +$2.98M +174,004 New
AQR Capital Management
69
AQR Capital Management
Connecticut
$2.39M +$2.38M +139,200 New
BIC
70
Beach Investment Counsel
Pennsylvania
$2.22M +$2.23M +130,200 New
BTS
71
BB&T Securities
Virginia
$2.22M +$223K +13,018 New
ECM
72
ETrade Capital Management
Virginia
$2.19M +$2.2M +128,200 New
Truist Financial
73
Truist Financial
North Carolina
$1.96M +$1.97M +115,132 New
LPL Financial
74
LPL Financial
California
$1.93M +$1.93M +112,934 New
CF
75
CNA Financial
Illinois
$1.9M +$1.91M +111,275 New
1 2
3
4 5

UBS Hedge Fund Activity: Q4 2014 in Review

145 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q4 2014, worth a combined $11.6B — up 666,983% from $1.74M a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new UBS positions and 0 closed out — a net gain of 144 holders — while 0 added to existing stakes and 1 trimmed.

The largest buyer was Norges Bank, opening a new position worth an estimated $1.96B. The largest seller was Cullinan Associates, cutting an estimated $856K.

  • 145 institutional investors held UBS Group (UBS) as of Q4 2014, up from 1 in Q3 2014.
  • Funds reported $11.6B of UBS Group stock for Q4 2014, up 666,983% quarter-over-quarter.
  • 144 funds opened new UBS Group positions in Q4 2014 and 0 closed out, a net change of +144 holders.
  • The largest UBS Group buyer in Q4 2014 was Norges Bank, an estimated $1.96B added.
  • The largest UBS Group seller in Q4 2014 was Cullinan Associates, an estimated $856K sold.

Based on aggregated 13F filings for Q4 2014.