UBS Group
UBS
367 hedge funds and large institutions have $24.7B invested in UBS Group in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 138 increasing their positions, 113 reducing their positions, and 39 closing their positions.
38% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 39
30% more funds holding in top 10
Funds holding in top 10: 10 → 13 (+3)
22% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 113
17% more capital invested
Capital invested by funds: $21.1B → $24.7B (+$3.61B)
3% more funds holding
Funds holding: 357 → 367 (+10)
1.72% more ownership
Funds ownership: 37.59% → 39.31% (+1.7%)
52% less call options, than puts
Call options by funds: $586M | Put options by funds: $1.21B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
+$478M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$223M |
| 3 |
Goldman Sachs
New York
|
+$142M |
| 4 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
+$142M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$101M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$269M |
| 2 |
JP Morgan Chase
New York
|
-$109M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$107M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$62.4M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$36.5M |
UBS Hedge Fund Activity: Q4 2021 in Review
367 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q4 2021, worth a combined $24.7B — up 17% from $21.1B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new UBS positions and 39 closed out — a net gain of 15 holders — while 138 added to existing stakes and 113 trimmed.
The largest buyer was Barclays, opening a new position worth an estimated $478M. The largest seller was Capital International Investors, cutting an estimated $269M.
- 367 institutional investors held UBS Group (UBS) as of Q4 2021, up from 357 in Q3 2021.
- Funds reported $24.7B of UBS Group stock for Q4 2021, up 17% quarter-over-quarter.
- 54 funds opened new UBS Group positions in Q4 2021 and 39 closed out, a net change of +15 holders.
- The largest UBS Group buyer in Q4 2021 was Barclays, an estimated $478M added.
- The largest UBS Group seller in Q4 2021 was Capital International Investors, an estimated $269M sold.
Based on aggregated 13F filings for Q4 2021.