UBS Group
UBS
346 hedge funds and large institutions have $18.4B invested in UBS Group in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 143 increasing their positions, 96 reducing their positions, and 44 closing their positions.
49% more repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 96
7% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 44
2% more capital invested
Capital invested by funds: $18B → $18.4B (+$324M)
0.68% more ownership
Funds ownership: 36.3% → 36.98% (+0.68%)
0% more funds holding
Funds holding: 345 → 346 (+1)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
38% less call options, than puts
Call options by funds: $383M | Put options by funds: $619M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$119M |
| 2 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$113M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$108M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$98.9M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$97.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$511M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$230M |
| 3 |
JP Morgan Chase
New York
|
-$57.2M |
| 4 |
Dodge & Cox
San Francisco,
California
|
-$46.1M |
| 5 |
SCCM
Schafer Cullen Capital Management
New York
|
-$45.9M |
UBS Hedge Fund Activity: Q1 2021 in Review
346 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q1 2021, worth a combined $18.4B — up 1.8% from $18B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new UBS positions and 44 closed out — a net gain of 3 holders — while 143 added to existing stakes and 96 trimmed.
The largest buyer was Capital International Investors, adding an estimated $119M. The largest seller was UBS Group, cutting an estimated $511M.
- 346 institutional investors held UBS Group (UBS) as of Q1 2021, up from 345 in Q4 2020.
- Funds reported $18.4B of UBS Group stock for Q1 2021, up 1.8% quarter-over-quarter.
- 47 funds opened new UBS Group positions in Q1 2021 and 44 closed out, a net change of +3 holders.
- The largest UBS Group buyer in Q1 2021 was Capital International Investors, an estimated $119M added.
- The largest UBS Group seller in Q1 2021 was UBS Group, an estimated $511M sold.
Based on aggregated 13F filings for Q1 2021.