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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
Creative Planning
126
Creative Planning
Kansas
$31K +$31K +1,809 New
TDC
127
Thompson Davis & Co
Virginia
$30K +$30.4K +1,775 New
MFS
128
MSI Financial Services
Massachusetts
$24K +$24.4K +1,425 New
FHA
129
First Horizon Advisors
Tennessee
$19K +$19.4K +1,135 New
ASN
130
Advisory Services Network
Georgia
$10K +$10.4K +605 New
CTC
131
Central Trust Company
Missouri
$9K +$8.56K +500 New
P
132
Palladiem
Pennsylvania
$9K +$9.03K +527 New
Bessemer Group
133
Bessemer Group
New Jersey
$7K +$6.71K +392 New
MCM
134
MV Capital Management
Maryland
$7K +$6.83K +399 New
Manulife (Manufacturers Life Insurance)
135
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.02K +$5M +291,842 New
CFA
136
Carroll Financial Associates
North Carolina
$5K +$4.9K +286 New
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$3K +$2.88K +168 New
NPC
138
National Planning Corporation
California
$2.67K +$2.74K +160 New
ACS
139
Archford Capital Strategies
Illinois
$2K +$1.59K +93 New
WA
140
WFG Advisors
Texas
$2K +$1.61K +94 New
LBH
141
Lehman Brothers Holdings
New York
$2K +$2K +117 New
BRWA
142
B. Riley Wealth Advisors
Florida
$1.95K +$380K +22,194 New
IF
143
IRON Financial
Illinois
$1.37K +$138K +8,040 New
WT
144
Whittier Trust
California
$1K +$1.1K +64 New
FNBT
145
FineMark National Bank & Trust
Florida
$1K +$1.11K +65 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.