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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
LWAM
201
Legacy Wealth Asset Management
Minnesota
$1.78M +$99K +3,330 +6%
CL
202
Choreo LLC
Illinois
$1.75M +$1.74M +58,449 New
GAM
203
Groupama Asset Management
France
$1.72M -$2.61M -87,828 -60%
SC
204
Syon Capital
California
$1.7M +$181K +6,080 +12%
FFM
205
Forum Financial Management
Illinois
$1.66M
GLA
206
Great Lakes Advisors
Illinois
$1.66M +$1.39M +46,823 +508%
YCM
207
Yousif Capital Management
Michigan
$1.64M -$133K -4,480 -7%
QI
208
Qtron Investments
Massachusetts
$1.58M -$154K -5,167 -9%
VA
209
Vident Advisory
Georgia
$1.58M +$325K +10,929 +26%
MPPW
210
Mitchell & Pahl Private Wealth
Oklahoma
$1.57M -$16.1K -540 -1%
NA
211
NewEdge Advisors
Louisiana
$1.56M +$229K +7,711 +17%
Envestnet Portfolio Solutions
212
Envestnet Portfolio Solutions
Illinois
$1.56M -$333K -11,212 -18%
HCS
213
Himension Capital (Singapore)
Singapore
$1.53M +$1.54M +51,837 New
MWM
214
Massachusetts Wealth Management
Massachusetts
$1.49M -$29.7K -1,000 -2%
CCI
215
Credit Capital Investments
New Jersey
$1.48M
RhumbLine Advisers
216
RhumbLine Advisers
Massachusetts
$1.46M +$52.3K +1,760 +4%
VT
217
Vise Technologies
New York
$1.44M +$252K +8,471 +21%
GT
218
Greenleaf Trust
Michigan
$1.42M +$1.96K +66 +0.1%
Wolverine Trading
219
Wolverine Trading
Illinois
$1.41M +$15.4K +517 +1%
SGI
220
Summit Global Investments
Utah
$1.41M +$1.42M +47,732 New
Osaic Holdings
221
Osaic Holdings
Arizona
$1.35M +$151K +5,072 +12%
AssetMark Inc
222
AssetMark Inc
California
$1.31M +$1.31M +44,184 +4,418,400%
MIS
223
Morningstar Investment Services
Illinois
$1.28M -$18.1K -608 -1%
CCIA
224
Campbell & Co Investment Adviser
Maryland
$1.26M +$1.26M +42,518 New
O
225
Ossiam
France
$1.23M -$160K -5,396 -11%

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.