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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
JSSH
76
J. Safra Sarasin Holding
$21.7M +$21.9M +737,478 New
ZIG
77
Zurich Insurance Group
Switzerland
$20.9M -$10.8M -364,208 -34%
Neuberger Berman Group
78
Neuberger Berman Group
New York
$20.6M +$13.7M +461,083 +196%
JAM
79
Jupiter Asset Management
United Kingdom
$20.3M +$17.4M +586,649 +564%
Credit Agricole
80
Credit Agricole
France
$19.8M +$7.79M +261,940 +64%
BPC
81
Banque Pictet & Cie
Switzerland
$19.5M -$109K -3,671 -0.6%
PNAA
82
Pictet North America Advisors
Switzerland
$19.5M
MP
83
Mangrove Partners
Connecticut
$19.5M
Renaissance Technologies
84
Renaissance Technologies
New York
$18.1M -$14.5M -487,700 -44%
TRSOTSOK
85
Teachers Retirement System of the State of Kentucky
Kentucky
$17.3M -$2.05M -69,000 -11%
Stifel Financial
86
Stifel Financial
Missouri
$16.7M -$873K -29,383 -5%
CGA
87
Channing Global Advisors
Florida
$16.5M +$829K +27,879 +5%
EDRH
88
Edmond de Rothschild Holding
Switzerland
$16.1M -$282K -9,498 -2%
VOYA Investment Management
89
VOYA Investment Management
Georgia
$16.1M +$264K +8,890 +2%
BAAM
90
Baker Avenue Asset Management
California
$15M -$93K -3,128 -0.6%
MOACM
91
Mutual of America Capital Management
New York
$14.9M -$4.43M -149,054 -23%
MWM
92
Moran Wealth Management
Florida
$14.8M +$130K +4,377 +0.9%
Bank Julius Baer & Co
93
Bank Julius Baer & Co
Switzerland
$14.4M +$848K +28,541 +6%
JCM
94
Janney Capital Management
Pennsylvania
$14.1M -$854K -28,735 -6%
UIM
95
USS Investment Management
United Kingdom
$13.8M +$281K +9,438 +2%
HJIM
96
Henry James International Management
New York
$12.8M -$1.88M -63,136 -13%
OSAM
97
O'Shaughnessy Asset Management
Connecticut
$12.7M -$1.99M -66,822 -13%
QCM
98
QRG Capital Management
Illinois
$12.1M -$1.11M -37,227 -8%
PC
99
Promethos Capital
Massachusetts
$11.9M +$1.21M +40,558 +11%
GLAM
100
Gardner Lewis Asset Management
Pennsylvania
$11.2M

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.