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UBS Group

552 hedge funds and large institutions have $41.3B invested in UBS Group in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 216 increasing their positions, 180 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $1.22B | Put options by funds: $780M

36% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 56

20% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 180

3% more funds holding

Funds holding: 537552 (+15)

0.69% more ownership

Funds ownership: 43.08%43.77% (+0.69%)

2% less capital invested

Capital invested by funds: $42.3B → $41.3B (-$1.02B)

26% less funds holding in top 10

Funds holding in top 10: 2317 (-6)

Holders
552
Holders Change
+15
Holders Change %
+2.79%
% of All Funds
7.97%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.25%
New
76
Increased
216
Reduced
180
Closed
56
Calls
$1.22B
Puts
$780M
Net Calls
+$442M
Net Calls Change
-$192M
Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
51
Compagnie Lombard Odier SCmA
Switzerland
$72.9M +$10.8M +361,876 +17%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$64.5M -$7.73M -260,110 -11%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$63.9M +$40.9M +1,377,271 +173%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$63.8M -$228M -7,683,787 -78%
Invesco
55
Invesco
Georgia
$60.6M +$7.51M +252,635 +14%
PCM
56
Patient Capital Management
Maryland
$59.9M -$9.24M -310,963 -13%
Janus Henderson Group
57
Janus Henderson Group
United Kingdom
$59.7M -$36.2M -1,218,086 -38%
Mackenzie Financial
58
Mackenzie Financial
Ontario, Canada
$54.4M -$12.9M -433,275 -19%
Canada Life
59
Canada Life
Manitoba, Canada
$53.8M -$5.78M -194,401 -10%
BTCPP
60
Border to Coast Pensions Partnership
United Kingdom
$53.5M
Public Sector Pension Investment Board (PSP Investments)
61
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$53.4M +$1.87M +62,844 +4%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$52.2M -$1.96M -65,936 -4%
BIP
63
Brandes Investment Partners
California
$51.2M -$4M -134,417 -7%
Caisse de Depot et Placement du Quebec (CDPQ)
64
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$46.2M +$46.7M +1,570,650 New
Franklin Resources
65
Franklin Resources
California
$45.2M -$7.26M -244,215 -14%
State of Tennessee, Department of Treasury
66
State of Tennessee, Department of Treasury
Tennessee
$42.9M +$231K +7,755 +0.5%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$40.9M -$285K -9,603 -0.7%
TD Asset Management
68
TD Asset Management
Ontario, Canada
$39.3M +$3.46M +116,412 +10%
TAM
69
Todd Asset Management
Kentucky
$30.4M -$3.45M -116,056 -10%
RJA
70
Raymond James & Associates
Florida
$29.6M +$3.06M +102,845 +11%
LCS
71
Levin Capital Strategies
New York
$27.3M -$2.47M -83,081 -8%
American Century Companies
72
American Century Companies
Missouri
$27M +$793K +26,660 +3%
Wells Fargo
73
Wells Fargo
California
$24.9M +$227K +7,625 +0.9%
AllianceBernstein
74
AllianceBernstein
Tennessee
$23.2M +$1.87M +62,934 +9%
Alyeska Investment Group
75
Alyeska Investment Group
Illinois
$21.9M -$16.6M -558,059 -43%

UBS Hedge Fund Activity: Q2 2024 in Review

552 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q2 2024, worth a combined $41.3B — down 2.4% from $42.3B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new UBS positions and 56 closed out — a net gain of 20 holders — while 216 added to existing stakes and 180 trimmed.

The largest buyer was UBS AM, opening a new position worth an estimated $2.65B. The largest seller was Fidelity Investments, cutting an estimated $417M.

  • 552 institutional investors held UBS Group (UBS) as of Q2 2024, up from 537 in Q1 2024.
  • Funds reported $41.3B of UBS Group stock for Q2 2024, down 2.4% quarter-over-quarter.
  • 76 funds opened new UBS Group positions in Q2 2024 and 56 closed out, a net change of +20 holders.
  • The largest UBS Group buyer in Q2 2024 was UBS AM, an estimated $2.65B added.
  • The largest UBS Group seller in Q2 2024 was Fidelity Investments, an estimated $417M sold.

Based on aggregated 13F filings for Q2 2024.