UBS Group
UBS
457 hedge funds and large institutions have $25.7B invested in UBS Group in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 163 increasing their positions, 158 reducing their positions, and 68 closing their positions.
40% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 68
5% more funds holding
Funds holding: 434 → 457 (+23)
3% more repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 158
3% more call options, than puts
Call options by funds: $839M | Put options by funds: $818M
1.55% less ownership
Funds ownership: 40.16% → 38.61% (-1.5%)
5% less funds holding in top 10
Funds holding in top 10: 21 → 20 (-1)
14% less capital invested
Capital invested by funds: $30B → $25.7B (-$4.31B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$315M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$239M |
| 3 |
JP Morgan Chase
New York
|
+$194M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$173M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$145M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$3.79B |
| 2 |
PL
Perpetual Ltd
Sydney, New South Wales,
Australia
|
-$81.6M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$81M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$70.7M |
| 5 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
-$53.1M |
UBS Hedge Fund Activity: Q2 2023 in Review
457 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q2 2023, worth a combined $25.7B — down 14% from $30B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new UBS positions and 68 closed out — a net gain of 27 holders — while 163 added to existing stakes and 158 trimmed.
The largest buyer was Norges Bank, adding an estimated $315M. The largest seller was UBS Group, cutting an estimated $3.79B.
- 457 institutional investors held UBS Group (UBS) as of Q2 2023, up from 434 in Q1 2023.
- Funds reported $25.7B of UBS Group stock for Q2 2023, down 14% quarter-over-quarter.
- 95 funds opened new UBS Group positions in Q2 2023 and 68 closed out, a net change of +27 holders.
- The largest UBS Group buyer in Q2 2023 was Norges Bank, an estimated $315M added.
- The largest UBS Group seller in Q2 2023 was UBS Group, an estimated $3.79B sold.
Based on aggregated 13F filings for Q2 2023.