We are live on ! Find out more
UBS icon

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
CONA
101
Capital One National Association
New York
$400K +$402K +23,445 New
CSS
102
Cubist Systematic Strategies
Connecticut
$398K +$400K +23,366 New
SCCM
103
Schafer Cullen Capital Management
New York
$386K +$388K +22,627 New
WP
104
WMS Partners
Maryland
$379K +$381K +22,250 New
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$291K +$293K +17,091 New
SIP
106
Stoneridge Investment Partners
Pennsylvania
$250K +$251K +14,641 New
CCA
107
Checchi Capital Advisers
California
$237K +$245K +14,327 New
AP
108
Advisor Partners
California
$235K +$235K +13,718 New
HighTower Advisors
109
HighTower Advisors
Illinois
$235K +$236K +13,783 New
FWM
110
Frontier Wealth Management
Missouri
$233K +$235K +13,695 New
BIM
111
Bogle Investment Management
Massachusetts
$228K +$230K +13,400 New
FAAS
112
First Allied Advisory Services
California
$224K +$224K +13,067 New
RFC
113
Regions Financial Corp
Alabama
$224K +$225K +13,143 New
Ameriprise
114
Ameriprise
Minnesota
$214K +$215K +12,580 New
LTFS
115
Ladenburg Thalmann Financial Services
Florida
$203K +$202K +11,782 New
SCM
116
Shelton Capital Management
Colorado
$201K +$202K +11,792 New
LC
117
Loews Corp
New York
$181K +$182K +10,625 New
MCM
118
Manchester Capital Management
Vermont
$128K +$128K +7,483 New
HNB
119
Huntington National Bank
Ohio
$121K +$122K +7,098 New
JWA
120
JFS Wealth Advisors
Pennsylvania
$109K +$109K +6,390 New
SEI Investments
121
SEI Investments
Pennsylvania
$84K +$84.5K +4,932 New
US Bancorp
122
US Bancorp
Minnesota
$78K +$78.4K +4,576 New
CGT
123
Capital Guardian Trust
California
$67K +$67.1K +3,918 New
FNYS
124
First New York Securities
New York
$64.8K +$65.1K +3,800 New
HR
125
Howe & Rusling
New York
$50K +$50K +2,922 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.