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UBS Group

548 hedge funds and large institutions have $42.6B invested in UBS Group in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 194 increasing their positions, 204 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $41.3B → $42.6B (+$1.27B)

0% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 55

0.62% less ownership

Funds ownership: 43.77%43.15% (-0.62%)

1% less funds holding

Funds holding: 552548 (-4)

5% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 204

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

20% less call options, than puts

Call options by funds: $770M | Put options by funds: $965M

Holders
548
Holders Change
-4
Holders Change %
-0.72%
% of All Funds
7.87%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
55
Increased
194
Reduced
204
Closed
55
Calls
$770M
Puts
$965M
Net Calls
-$195M
Net Calls Change
-$637M
Name Holding Trade Value Shares
Change
Change in
Stake
Public Sector Pension Investment Board (PSP Investments)
51
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$66M +$9.72M +323,310 +18%
Janus Henderson Group
52
Janus Henderson Group
United Kingdom
$63.8M +$1.13M +37,446 +2%
PCM
53
Patient Capital Management
Maryland
$62.5M -$208K -6,918 -0.3%
Invesco
54
Invesco
Georgia
$62M -$1.45M -48,363 -2%
JAM
55
Jupiter Asset Management
United Kingdom
$60.8M +$38.4M +1,276,832 +185%
Canada Life
56
Canada Life
Manitoba, Canada
$59.4M +$2.9M +96,563 +5%
AP
57
Antipodes Partners
Australia
$57.6M +$56M +1,864,442 New
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$56.4M -$10M -334,123 -16%
BTCPP
59
Border to Coast Pensions Partnership
United Kingdom
$56M
Mackenzie Financial
60
Mackenzie Financial
Ontario, Canada
$54.4M -$2.58M -85,688 -5%
JSSH
61
J. Safra Sarasin Holding
$54.2M +$30.5M +1,015,595 +138%
Caisse de Depot et Placement du Quebec (CDPQ)
62
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$54.1M +$5.45M +181,219 +12%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$52.7M -$1.88M -62,525 -4%
HSBC Holdings
64
HSBC Holdings
United Kingdom
$50.9M -$15.7M -522,891 -24%
BIP
65
Brandes Investment Partners
California
$50.1M -$3.37M -112,029 -6%
AAB
66
ABN AMRO Bank
Netherlands
$45.3M +$43.5M +1,448,466 +5,118%
State of Tennessee, Department of Treasury
67
State of Tennessee, Department of Treasury
Tennessee
$44.4M -$653K -21,725 -1%
Franklin Resources
68
Franklin Resources
California
$43.9M -$6.21M -206,517 -13%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$43.7M +$569K +18,918 +1%
TD Asset Management
70
TD Asset Management
Ontario, Canada
$37.4M -$4.04M -134,506 -10%
Credit Agricole
71
Credit Agricole
France
$36.7M +$15.5M +516,934 +77%
American Century Companies
72
American Century Companies
Missouri
$32.6M +$4.18M +139,055 +15%
Renaissance Technologies
73
Renaissance Technologies
New York
$31.6M +$12.3M +409,300 +67%
EAM
74
Exane Asset Management
France
$31.4M +$23.9M +795,132 +354%
RJA
75
Raymond James & Associates
Florida
$31.4M +$372K +12,380 +1%

UBS Hedge Fund Activity: Q3 2024 in Review

548 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q3 2024, worth a combined $42.6B — up 3.1% from $41.3B a quarter earlier.

Fund positioning in UBS was balanced in Q3 2024: 55 funds opened new positions, 55 closed out, 194 added to existing stakes and 204 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $253M. The largest seller was UBS AM, cutting an estimated $399M.

  • 548 institutional investors held UBS Group (UBS) as of Q3 2024, down from 552 in Q2 2024.
  • Funds reported $42.6B of UBS Group stock for Q3 2024, up 3.1% quarter-over-quarter.
  • 55 funds opened new UBS Group positions in Q3 2024 and 55 closed out, a net change of 0 holders.
  • The largest UBS Group buyer in Q3 2024 was JP Morgan Chase, an estimated $253M added.
  • The largest UBS Group seller in Q3 2024 was UBS AM, an estimated $399M sold.

Based on aggregated 13F filings for Q3 2024.