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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
CIBC World Market
101
CIBC World Market
Ontario, Canada
$10.6M +$191K +6,441 +2%
BDCM
102
Black Diamond Capital Management
Connecticut
$10.3M
BBA
103
Baader Bank Aktiengesellschaft
Germany
$10.3M
M&T Bank
104
M&T Bank
New York
$10M +$4.7M +158,091 +87%
RC
105
RBF Capital
California
$9.6M -$446K -15,000 -4%
CIM
106
Contravisory Investment Management
Massachusetts
$9.47M -$274K -9,227 -3%
MSRPS
107
Maryland State Retirement & Pension System
Maryland
$9.13M -$1.05M -35,348 -10%
JFG
108
Jefferies Financial Group
New York
$9.07M +$8.51M +286,181 +1,317%
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$8.97M +$6.67M +224,284 +283%
PP
110
Prudential plc
United Kingdom
$8.88M +$10.4K +351 +0.1%
RA
111
Rovida Advisors
Florida
$8.83M
MIM
112
MetLife Investment Management
New Jersey
$8.74M +$3.45M +115,998 +64%
GCM
113
Graham Capital Management
Connecticut
$8.71M +$3.7M +124,500 +73%
Toronto Dominion Bank
114
Toronto Dominion Bank
Ontario, Canada
$8.04M +$6M +201,809 +286%
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$8.02M -$366K -12,320 -4%
RFWA
116
RPg Family Wealth Advisory
Massachusetts
$7.8M -$5.41K -182 -0.1%
VPI
117
Value Partners Investments
Manitoba, Canada
$7.7M
Pathstone Holdings
118
Pathstone Holdings
New Jersey
$7.51M +$1.49M +49,988 +24%
Grantham, Mayo, Van Otterloo & Co (GMO)
119
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.49M -$18.4M -617,659 -71%
Citadel Advisors
120
Citadel Advisors
Florida
$7.34M +$3.28M +110,231 +80%
Ensign Peak Advisors
121
Ensign Peak Advisors
Utah
$6.97M
EAM
122
Exane Asset Management
France
$6.61M +$3.67M +123,308 +122%
QOP
123
Quinn Opportunity Partners
Virginia
$6.4M -$6.98M -234,958 -52%
Creative Planning
124
Creative Planning
Kansas
$6.19M +$569K +19,134 +10%
LFM
125
LGT Fund Management
Liechtenstein
$5.96M +$4.83M +162,342 +412%

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.