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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
National Bank of Canada
126
National Bank of Canada
Quebec, Canada
$5.86M -$12.5K -420 -0.2%
CSS
127
Cubist Systematic Strategies
Connecticut
$5.82M +$5.66M +190,419 +2,888%
SEI Investments
128
SEI Investments
Pennsylvania
$5.56M +$45.7K +1,536 +0.8%
Charles Schwab
129
Charles Schwab
California
$5.52M +$1.04M +35,033 +23%
CGH
130
Crossmark Global Holdings
Texas
$5.5M -$218K -7,344 -4%
AFWM
131
AMJ Financial Wealth Management
Virginia
$5.47M +$2.63M +88,631 +92%
Assenagon Asset Management
132
Assenagon Asset Management
Luxembourg
$5.34M -$179K -6,025 -3%
PHK
133
Point72 Hong Kong
Hong Kong
$5.13M +$5.16M +173,599 New
First Trust Advisors
134
First Trust Advisors
Illinois
$5.08M -$2.79M -93,810 -35%
LPL Financial
135
LPL Financial
California
$5.05M +$760K +25,572 +18%
Mariner
136
Mariner
Kansas
$4.79M +$187K +6,281 +4%
Jane Street
137
Jane Street
New York
$4.69M +$2.6M +87,480 +122%
SG
138
Sienna Gestion
France
$4.62M +$4.67M +156,978 New
ClearBridge Investments
139
ClearBridge Investments
New York
$4.6M -$1.06M -35,758 -19%
RWM
140
Ritholtz Wealth Management
New York
$4.58M -$218K -7,348 -5%
AT
141
AMF Tjänstepension
Sweden
$4.4M
KAS
142
Kestra Advisory Services
Texas
$4.35M +$128K +4,308 +3%
VPIM
143
Vanguard Personalized Indexing Management
California
$4.35M +$370K +12,443 +9%
LNWWM
144
Laird Norton Wetherby Wealth Management
California
$4.17M +$81.2K +2,732 +2%
QCM
145
Quantinno Capital Management
New York
$4.16M +$185K +6,213 +5%
HighTower Advisors
146
HighTower Advisors
Illinois
$4.04M -$53.7K -1,807 -1%
BCI
147
Brinker Capital Investments
Pennsylvania
$3.95M +$70.5K +2,371 +2%
OPS
148
Orion Portfolio Solutions
Nebraska
$3.95M +$70.5K +2,371 +2%
DWA
149
Dorsey Wright & Associates
California
$3.73M -$64.5K -2,169 -2%
USAA
150
United Services Automobile Association
Texas
$3.66M +$63.6K +2,141 +2%

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.