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UBS Group

537 hedge funds and large institutions have $42.3B invested in UBS Group in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 205 increasing their positions, 188 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $1.42B | Put options by funds: $781M

34% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 47

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

4.12% more ownership

Funds ownership: 38.96%43.08% (+4.1%)

2% more funds holding

Funds holding: 526537 (+11)

9% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 188

2% more capital invested

Capital invested by funds: $41.6B → $42.3B (+$786M)

Holders
537
Holders Change
+11
Holders Change %
+2.09%
% of All Funds
7.74%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
63
Increased
205
Reduced
188
Closed
47
Calls
$1.42B
Puts
$781M
Net Calls
+$635M
Net Calls Change
+$207M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$68.1M +$6.32M +213,914 +10%
LIP
52
Liontrust Investment Partners
United Kingdom
$66.4M +$70.7M +2,394,745 New
CLOS
53
Compagnie Lombard Odier SCmA
Switzerland
$65.1M -$239K -8,076 -0.4%
Canada Life
54
Canada Life
Manitoba, Canada
$62.3M +$1.8M +60,823 +3%
SIS
55
Susquehanna International Securities
Ireland
$58.8M +$30.2M +1,023,229 +115%
BIP
56
Brandes Investment Partners
California
$57.4M -$2.31M -78,098 -4%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$56.3M -$3.44M -116,475 -6%
BTCPP
58
Border to Coast Pensions Partnership
United Kingdom
$55.9M
Invesco
59
Invesco
Georgia
$55.3M -$5.15M -174,379 -9%
Franklin Resources
60
Franklin Resources
California
$54.9M +$27.9M +942,871 +112%
Public Sector Pension Investment Board (PSP Investments)
61
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$53.9M +$3.95M +133,652 +8%
State of Tennessee, Department of Treasury
62
State of Tennessee, Department of Treasury
Tennessee
$44.7M -$715K -24,192 -2%
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$43.1M -$2.1M -71,239 -5%
Alyeska Investment Group
64
Alyeska Investment Group
Illinois
$39.9M +$29.5M +999,449 +333%
TD Asset Management
65
TD Asset Management
Ontario, Canada
$37.6M +$14.5M +491,942 +68%
TAM
66
Todd Asset Management
Kentucky
$35.2M -$5.67M -191,857 -14%
Renaissance Technologies
67
Renaissance Technologies
New York
$33.8M +$17.8M +601,400 +120%
ZIG
68
Zurich Insurance Group
Switzerland
$33M +$6.33M +214,337 +25%
LCS
69
Levin Capital Strategies
New York
$31M -$4.34M -147,002 -13%
RJA
70
Raymond James & Associates
Florida
$27.6M -$239K -8,079 -0.9%
American Century Companies
71
American Century Companies
Missouri
$27.3M -$334K -11,321 -1%
Grantham, Mayo, Van Otterloo & Co (GMO)
72
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$26.8M -$3.68M -124,710 -13%
Wells Fargo
73
Wells Fargo
California
$25.6M +$113K +3,841 +0.5%
HSBC Holdings
74
HSBC Holdings
United Kingdom
$24.5M -$47.7M -1,613,340 -67%
AllianceBernstein
75
AllianceBernstein
Tennessee
$22.2M -$1.92M -65,077 -8%

UBS Hedge Fund Activity: Q1 2024 in Review

537 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q1 2024, worth a combined $42.3B — up 1.9% from $41.6B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new UBS positions and 47 closed out — a net gain of 16 holders — while 205 added to existing stakes and 188 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $730M. The largest seller was Dodge & Cox, cutting an estimated $500M.

  • 537 institutional investors held UBS Group (UBS) as of Q1 2024, up from 526 in Q4 2023.
  • Funds reported $42.3B of UBS Group stock for Q1 2024, up 1.9% quarter-over-quarter.
  • 63 funds opened new UBS Group positions in Q1 2024 and 47 closed out, a net change of +16 holders.
  • The largest UBS Group buyer in Q1 2024 was JP Morgan Chase, an estimated $730M added.
  • The largest UBS Group seller in Q1 2024 was Dodge & Cox, an estimated $500M sold.

Based on aggregated 13F filings for Q1 2024.