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UBS Group
UBS

145 hedge funds and large institutions have $11.6B invested in UBS Group in 2014 Q4 according to their latest regulatory filings, with 144 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

666,983% more capital invested

Capital invested by funds: $1.74M → $11.6B (+$11.6B)

14,400% more funds holding

Funds holding: 1 → 145 (+144)

19.49% more ownership

Funds ownership: 0% → 19.49% (+19%)

66% less call options, than puts

Call options by funds: $3.28M | Put options by funds: $9.57M

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
145
Holders Change
+144
Holders Change %
+14,400%
% of All Funds
3.87%
Holding in Top 10
11
Holding in Top 10 Change
+11
Holding in Top 10 Change %
% of All Funds
0.29%
New
144
Increased
–
Reduced
1
Closed
–
Calls
$3.28M
Puts
$9.57M
Net Calls
-$6.29M
Net Calls Change
-$6.29M

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$1.96B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.11B
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$755M
4
Invesco
Invesco
Georgia
+$598M
5
JP Morgan Chase
JP Morgan Chase
New York
+$581M

Top Sellers

Rank Fund Capital Flow
1
CA
Cullinan Associates
Kentucky
-$856K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
76
MUFG Americas
New York
$1.77M +$1.78M +103,925 New
FA
77
FDx Advisors
Illinois
$1.77M +$1.78M +103,892 New
BCM
78
BTR Capital Management
California
$1.75M +$1.76M +102,730 New
ARTA
79
A.R.T. Advisors
New York
$1.62M +$1.63M +95,249 New
ICM
80
ICC Capital Management
Florida
$1.42M +$1.43M +83,476 New
BP
81
BBR Partners
New York
$1.06M +$1.07M +62,357 New
HGI
82
Hansberger Growth Investors
Wisconsin
$917K +$921K +53,780 New
SCM
83
SOL Capital Management
Maryland
$909K +$913K +53,300 New
CA
84
Cullinan Associates
Kentucky
$852K -$856K -50,000 -50%
EVM
85
Eaton Vance Management
Massachusetts
$807K +$811K +47,321 New
AG
86
Aperio Group
California
$797K +$801K +46,765 New
DADC
87
D.A. Davidson & Co
Montana
$706K +$710K +41,448 New
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$697K +$700K +40,886 New
GT
89
Glenmede Trust
Pennsylvania
$678K +$682K +39,846 New
1GA
90
1st Global Advisors
Texas
$667K +$670K +39,099 New
AT
91
Arden Trust
Delaware
$664K +$668K +38,978 New
Geode Capital Management
92
Geode Capital Management
Massachusetts
$627K +$630K +36,806 New
Two Sigma Investments
93
Two Sigma Investments
New York
$593K +$595K +34,766 New
ONB
94
Old National Bancorp
Indiana
$555K +$558K +32,551 New
VKH
95
Virtu KCG Holdings
New York
$511K +$513K +29,943 New
NP
96
NorthRock Partners
Minnesota
$506K +$508K +29,668 New
COI
97
Connable Office Inc
Michigan
$499K +$501K +29,256 New
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$451K +$453K +26,423 New
ANI
99
American National Insurance
Texas
$448K +$465K +27,120 New
LMAM
100
Legg Mason Asset Management
Japan
$442K +$444K +25,921 New
2 3
4
5 6

UBS Hedge Fund Activity: Q4 2014 in Review

145 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q4 2014, worth a combined $11.6B — up 666,983% from $1.74M a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new UBS positions and 0 closed out — a net gain of 144 holders — while 0 added to existing stakes and 1 trimmed.

The largest buyer was Norges Bank, opening a new position worth an estimated $1.96B. The largest seller was Cullinan Associates, cutting an estimated $856K.

  • 145 institutional investors held UBS Group (UBS) as of Q4 2014, up from 1 in Q3 2014.
  • Funds reported $11.6B of UBS Group stock for Q4 2014, up 666,983% quarter-over-quarter.
  • 144 funds opened new UBS Group positions in Q4 2014 and 0 closed out, a net change of +144 holders.
  • The largest UBS Group buyer in Q4 2014 was Norges Bank, an estimated $1.96B added.
  • The largest UBS Group seller in Q4 2014 was Cullinan Associates, an estimated $856K sold.

Based on aggregated 13F filings for Q4 2014.