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UBS Group

537 hedge funds and large institutions have $42.3B invested in UBS Group in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 205 increasing their positions, 188 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $1.42B | Put options by funds: $781M

34% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 47

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

4.12% more ownership

Funds ownership: 38.96%43.08% (+4.1%)

2% more funds holding

Funds holding: 526537 (+11)

9% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 188

2% more capital invested

Capital invested by funds: $41.6B → $42.3B (+$786M)

Holders
537
Holders Change
+11
Holders Change %
+2.09%
% of All Funds
7.74%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
63
Increased
205
Reduced
188
Closed
47
Calls
$1.42B
Puts
$781M
Net Calls
+$635M
Net Calls Change
+$207M
Name Holding Trade Value Shares
Change
Change in
Stake
PC
101
Promethos Capital
Massachusetts
$11.1M +$10.6M +360,246 New
CIBC World Market
102
CIBC World Market
Ontario, Canada
$10.9M -$608K -20,565 -5%
BBA
103
Baader Bank Aktiengesellschaft
Germany
$10.8M -$5.61M -189,880 -35%
BDCM
104
Black Diamond Capital Management
Connecticut
$10.8M
PFMOSF
105
Philadelphia Financial Management of San Francisco
California
$10.7M -$700K -23,682 -6%
RC
106
RBF Capital
California
$10.4M
CIM
107
Contravisory Investment Management
Massachusetts
$10.1M -$261K -8,822 -3%
MSRPS
108
Maryland State Retirement & Pension System
Maryland
$9.73M +$1.61M +54,588 +19%
KLCMU
109
Kite Lake Capital Management (UK)
United Kingdom
$9.55M -$11.5M -389,773 -56%
PP
110
Prudential plc
United Kingdom
$9.27M +$1.17M +39,511 +15%
RA
111
Rovida Advisors
Florida
$9.23M +$8.86M +300,000 New
Mercer Global Advisors
112
Mercer Global Advisors
Colorado
$8.72M +$166K +5,606 +2%
First Trust Advisors
113
First Trust Advisors
Illinois
$8.2M -$800K -27,067 -9%
RFWA
114
RPg Family Wealth Advisory
Massachusetts
$8.12M +$3.89M +131,838 +100%
VPI
115
Value Partners Investments
Manitoba, Canada
$8M -$59.1K -2,000 -0.8%
Walleye Capital
116
Walleye Capital
New York
$7.75M +$7.45M +252,251 New
SIGI
117
Susquehanna International Group (Ireland)
Ireland
$7.53M +$7.24M +245,197 New
Ensign Peak Advisors
118
Ensign Peak Advisors
Utah
$7.31M
PC
119
PointState Capital
New York
$7.29M -$10.6M -358,300 -60%
Neuberger Berman Group
120
Neuberger Berman Group
New York
$7.25M +$29.4K +995 +0.4%
Walleye Trading
121
Walleye Trading
New York
$7.14M +$6.87M +232,526 New
DGM
122
Delta Global Management
New York
$6.42M +$6.18M +209,106 New
Pathstone Holdings
123
Pathstone Holdings
New Jersey
$6.29M +$424K +14,339 +8%
CGH
124
Crossmark Global Holdings
Texas
$5.94M -$240K -8,124 -4%
OC
125
Oppenheimer & Co
New York
$5.9M +$168K +5,703 +3%

UBS Hedge Fund Activity: Q1 2024 in Review

537 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q1 2024, worth a combined $42.3B — up 1.9% from $41.6B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new UBS positions and 47 closed out — a net gain of 16 holders — while 205 added to existing stakes and 188 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $730M. The largest seller was Dodge & Cox, cutting an estimated $500M.

  • 537 institutional investors held UBS Group (UBS) as of Q1 2024, up from 526 in Q4 2023.
  • Funds reported $42.3B of UBS Group stock for Q1 2024, up 1.9% quarter-over-quarter.
  • 63 funds opened new UBS Group positions in Q1 2024 and 47 closed out, a net change of +16 holders.
  • The largest UBS Group buyer in Q1 2024 was JP Morgan Chase, an estimated $730M added.
  • The largest UBS Group seller in Q1 2024 was Dodge & Cox, an estimated $500M sold.

Based on aggregated 13F filings for Q1 2024.