UBS Group
UBS
364 hedge funds and large institutions have $18.4B invested in UBS Group in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 119 increasing their positions, 146 reducing their positions, and 40 closing their positions.
5% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 40
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
0.66% less ownership
Funds ownership: 38.59% → 37.93% (-0.66%)
1% less funds holding
Funds holding: 368 → 364 (-4)
11% less capital invested
Capital invested by funds: $20.7B → $18.4B (-$2.31B)
18% less repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 146
50% less call options, than puts
Call options by funds: $267M | Put options by funds: $530M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$140M |
| 2 |
Goldman Sachs
New York
|
+$98.8M |
| 3 |
Dodge & Cox
San Francisco,
California
|
+$73.1M |
| 4 |
Amundi
Paris,
France
|
+$48.9M |
| 5 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
+$41.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$413M |
| 2 |
Vontobel Holding
Zurich,
Switzerland
|
-$116M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$96.3M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$92.3M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$53.8M |
UBS Hedge Fund Activity: Q3 2022 in Review
364 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q3 2022, worth a combined $18.4B — down 11% from $20.7B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new UBS positions and 40 closed out — a net gain of 2 holders — while 119 added to existing stakes and 146 trimmed.
The largest buyer was UBS Group, adding an estimated $140M. The largest seller was Norges Bank, cutting an estimated $413M.
- 364 institutional investors held UBS Group (UBS) as of Q3 2022, down from 368 in Q2 2022.
- Funds reported $18.4B of UBS Group stock for Q3 2022, down 11% quarter-over-quarter.
- 42 funds opened new UBS Group positions in Q3 2022 and 40 closed out, a net change of +2 holders.
- The largest UBS Group buyer in Q3 2022 was UBS Group, an estimated $140M added.
- The largest UBS Group seller in Q3 2022 was Norges Bank, an estimated $413M sold.
Based on aggregated 13F filings for Q3 2022.