UBS Group
UBS
360 hedge funds and large institutions have $19.9B invested in UBS Group in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 148 increasing their positions, 111 reducing their positions, and 31 closing their positions.
52% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 31
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
33% more repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 111
9% more capital invested
Capital invested by funds: $18.4B → $19.9B (+$1.58B)
4% more funds holding
Funds holding: 346 → 360 (+14)
0.1% more ownership
Funds ownership: 36.98% → 37.08% (+0.1%)
46% less call options, than puts
Call options by funds: $479M | Put options by funds: $882M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vontobel Holding
Zurich,
Switzerland
|
+$318M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$272M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$87.6M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$77.6M |
| 5 |
JP Morgan Chase
New York
|
+$67.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIP
Brandes Investment Partners
La Jolla,
California
|
-$238M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$212M |
| 3 |
Goldman Sachs
New York
|
-$191M |
| 4 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$114M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$98.4M |
UBS Hedge Fund Activity: Q2 2021 in Review
360 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q2 2021, worth a combined $19.9B — up 8.6% from $18.4B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new UBS positions and 31 closed out — a net gain of 16 holders — while 148 added to existing stakes and 111 trimmed.
The largest buyer was Vontobel Holding, opening a new position worth an estimated $318M. The largest seller was Brandes Investment Partners, cutting an estimated $238M.
- 360 institutional investors held UBS Group (UBS) as of Q2 2021, up from 346 in Q1 2021.
- Funds reported $19.9B of UBS Group stock for Q2 2021, up 8.6% quarter-over-quarter.
- 47 funds opened new UBS Group positions in Q2 2021 and 31 closed out, a net change of +16 holders.
- The largest UBS Group buyer in Q2 2021 was Vontobel Holding, an estimated $318M added.
- The largest UBS Group seller in Q2 2021 was Brandes Investment Partners, an estimated $238M sold.
Based on aggregated 13F filings for Q2 2021.