UBS Group
UBS
345 hedge funds and large institutions have $18B invested in UBS Group in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 128 increasing their positions, 98 reducing their positions, and 25 closing their positions.
208% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 25
31% more repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 98
27% more capital invested
Capital invested by funds: $14.2B → $18B (+$3.83B)
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
14% more funds holding
Funds holding: 302 → 345 (+43)
0.42% more ownership
Funds ownership: 35.88% → 36.3% (+0.42%)
32% less call options, than puts
Call options by funds: $303M | Put options by funds: $445M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$475M |
| 2 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$200M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$171M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$84.8M |
| 5 |
Goldman Sachs
New York
|
+$74.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$323M |
| 2 |
Dodge & Cox
San Francisco,
California
|
-$177M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$144M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$105M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$88.7M |
UBS Hedge Fund Activity: Q4 2020 in Review
345 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q4 2020, worth a combined $18B — up 27% from $14.2B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new UBS positions and 25 closed out — a net gain of 52 holders — while 128 added to existing stakes and 98 trimmed.
The largest buyer was UBS Group, adding an estimated $475M. The largest seller was GQG Partners, cutting an estimated $323M.
- 345 institutional investors held UBS Group (UBS) as of Q4 2020, up from 302 in Q3 2020.
- Funds reported $18B of UBS Group stock for Q4 2020, up 27% quarter-over-quarter.
- 77 funds opened new UBS Group positions in Q4 2020 and 25 closed out, a net change of +52 holders.
- The largest UBS Group buyer in Q4 2020 was UBS Group, an estimated $475M added.
- The largest UBS Group seller in Q4 2020 was GQG Partners, an estimated $323M sold.
Based on aggregated 13F filings for Q4 2020.