UBS Group
UBS
258 hedge funds and large institutions have $23.3B invested in UBS Group in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 101 increasing their positions, 77 reducing their positions, and 31 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 77
3% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 31
2% more capital invested
Capital invested by funds: $22.7B → $23.3B (+$550M)
0.54% more ownership
Funds ownership: 34.82% → 35.36% (+0.54%)
1% less funds holding
Funds holding: 261 → 258 (-3)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
64% less call options, than puts
Call options by funds: $154M | Put options by funds: $424M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$323M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$236M |
| 3 |
Zurich Cantonal Bank
Zurich,
Switzerland
|
+$81.4M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$78.7M |
| 5 |
ED
Exane Derivatives
Paris,
France
|
+$60M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$180M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$94.3M |
| 3 |
JP Morgan Chase
New York
|
-$83.3M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$43.1M |
| 5 |
BIP
Brandes Investment Partners
La Jolla,
California
|
-$39.4M |
UBS Hedge Fund Activity: Q3 2017 in Review
258 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q3 2017, worth a combined $23.3B — up 2.4% from $22.7B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new UBS positions and 31 closed out — a net gain of 1 holder — while 101 added to existing stakes and 77 trimmed.
The largest buyer was Schroder Investment Management Group, adding an estimated $323M. The largest seller was Invesco, cutting an estimated $180M.
- 258 institutional investors held UBS Group (UBS) as of Q3 2017, down from 261 in Q2 2017.
- Funds reported $23.3B of UBS Group stock for Q3 2017, up 2.4% quarter-over-quarter.
- 32 funds opened new UBS Group positions in Q3 2017 and 31 closed out, a net change of +1 holder.
- The largest UBS Group buyer in Q3 2017 was Schroder Investment Management Group, an estimated $323M added.
- The largest UBS Group seller in Q3 2017 was Invesco, an estimated $180M sold.
Based on aggregated 13F filings for Q3 2017.