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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
CAM
151
Cresset Asset Management
Illinois
$3.25M +$760K +25,561 +30%
Two Sigma Advisers
152
Two Sigma Advisers
New York
$3.19M +$3.21M +107,856 New
MCM
153
Mitchell Capital Management
Kansas
$3.17M -$35.1K -1,180 -1%
MGP
154
Metis Global Partners
California
$3.07M +$67.7K +2,278 +2%
PBCM
155
Point Break Capital Management
Florida
$3.04M +$567K +19,080 +23%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$3.02M -$390K -13,113 -11%
D.E. Shaw & Co
157
D.E. Shaw & Co
New York
$2.94M +$2.96M +99,610 New
S
158
Systrade
Liechtenstein
$2.94M +$2.97M +100,000 New
HCMT
159
Highland Capital Management (Tennessee)
Tennessee
$2.9M -$246K -8,280 -8%
HCM
160
Helios Capital Management
Singapore
$2.89M
NG
161
NatWest Group
United Kingdom
$2.71M +$404K +13,594 +17%
US Bancorp
162
US Bancorp
Minnesota
$2.7M +$111K +3,743 +4%
T. Rowe Price Associates
163
T. Rowe Price Associates
Maryland
$2.63M +$2.64M +88,900 New
Cerity Partners
164
Cerity Partners
New York
$2.61M -$1.5M -50,397 -36%
JWM
165
Jackson Wealth Management
Florida
$2.58M -$1.85M -62,228 -42%
MML Investors Services
166
MML Investors Services
Massachusetts
$2.58M -$489K -16,453 -16%
IAA
167
Independent Advisor Alliance
North Carolina
$2.54M -$23.5K -790 -0.9%
TCCM
168
Timber Creek Capital Management
Massachusetts
$2.53M +$61.5K +2,068 +2%
LCM
169
Logan Capital Management
Pennsylvania
$2.5M -$89.9K -3,024 -3%
HFS
170
Hantz Financial Services
Michigan
$2.44M -$128K -4,320 -5%
BIC
171
Beach Investment Counsel
Pennsylvania
$2.39M -$96.8K -3,256 -4%
PCM
172
Permanent Capital Management
Illinois
$2.34M +$2.06M +69,327 New
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
$2.3M +$822K +27,635 +55%
ET
174
Equitable Trust
Tennessee
$2.29M -$41.6K -1,399 -2%
ITC
175
Inspire Trust Company
Nevada
$2.26M +$803K +27,000 +55%

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.