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UBS Group

312 hedge funds and large institutions have $22.9B invested in UBS Group in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 95 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 33

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

25% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 95

9% more capital invested

Capital invested by funds: $20.9B → $22.9B (+$1.95B)

4% more funds holding

Funds holding: 299312 (+13)

3.22% more ownership

Funds ownership: 35.64%38.87% (+3.2%)

64% less call options, than puts

Call options by funds: $288M | Put options by funds: $793M

Holders
312
Holders Change
+13
Holders Change %
+4.35%
% of All Funds
7.13%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
47
Increased
119
Reduced
95
Closed
33
Calls
$288M
Puts
$793M
Net Calls
-$505M
Net Calls Change
-$241M
Name Holding Trade Value Shares
Change
Change in
Stake
CBOA
76
Commonwealth Bank of Australia
Australia
$9.1M +$323K +20,575 +4%
BAPIM
77
British Airways Pensions Investment Management
United Kingdom
$9.05M -$8.8K -560 -0.1%
Renaissance Technologies
78
Renaissance Technologies
New York
$9.04M -$7.07M -449,400 -44%
CIBC World Market
79
CIBC World Market
Ontario, Canada
$8.54M -$669K -42,533 -7%
Aristotle Capital Management
80
Aristotle Capital Management
California
$8.21M -$4.24M -269,616 -34%
Citadel Advisors
81
Citadel Advisors
Florida
$8.15M +$5.31M +337,598 +187%
VRS
82
Virginia Retirement Systems
Virginia
$7.92M -$119K -7,597 -1%
ACPU
83
Arrowgrass Capital Partners (US)
Delaware
$7.75M +$7.86M +500,000 New
VOYA Investment Management
84
VOYA Investment Management
Georgia
$7.34M +$95.4K +6,069 +1%
CBT
85
Capital Bank & Trust
California
$7.28M +$176K +11,181 +2%
VIP
86
Vantage Investment Partners
Missouri
$7.17M
FWCM
87
Ferguson Wellman Capital Management
Oregon
$7.09M +$7.09M +450,920 New
Stifel Financial
88
Stifel Financial
Missouri
$6.95M -$567K -36,038 -8%
RGI
89
River Global Investors
United Kingdom
$6.58M +$613K +39,007 +10%
Fidelity International
90
Fidelity International
Bermuda
$6.32M
DPIM
91
Duff & Phelps Investment Management
Illinois
$5.88M -$107K -6,818 -2%
OAM
92
Oppenheimer Asset Management
New York
$5.71M -$19K -1,209 -0.3%
Canada Life
93
Canada Life
Manitoba, Canada
$5.28M +$5.21M +331,112 New
CGH
94
Crossmark Global Holdings
Texas
$5.21M +$816K +51,881 +19%
William Blair & Company
95
William Blair & Company
Illinois
$4.41M +$890K +56,610 +25%
Toronto Dominion Bank
96
Toronto Dominion Bank
Ontario, Canada
$4.04M -$459K -29,194 -10%
Balyasny Asset Management
97
Balyasny Asset Management
Illinois
$3.55M +$3.34M +212,154 +1,543%
Comerica Bank
98
Comerica Bank
Texas
$2.99M +$95.5K +6,074 +3%
GCM
99
Gator Capital Management
Florida
$2.66M +$2.4M +152,700 +925%
SCM
100
Stevens Capital Management
Pennsylvania
$2.47M +$2.47M +156,974 New

UBS Hedge Fund Activity: Q3 2018 in Review

312 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q3 2018, worth a combined $22.9B — up 9.3% from $20.9B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new UBS positions and 33 closed out — a net gain of 14 holders — while 119 added to existing stakes and 95 trimmed.

The largest buyer was Dodge & Cox, opening a new position worth an estimated $1.66B. The largest seller was Capital Research Global Investors, cutting an estimated $443M.

  • 312 institutional investors held UBS Group (UBS) as of Q3 2018, up from 299 in Q2 2018.
  • Funds reported $22.9B of UBS Group stock for Q3 2018, up 9.3% quarter-over-quarter.
  • 47 funds opened new UBS Group positions in Q3 2018 and 33 closed out, a net change of +14 holders.
  • The largest UBS Group buyer in Q3 2018 was Dodge & Cox, an estimated $1.66B added.
  • The largest UBS Group seller in Q3 2018 was Capital Research Global Investors, an estimated $443M sold.

Based on aggregated 13F filings for Q3 2018.