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UBS Group

1 hedge funds and large institutions have $4.26M invested in UBS Group in 2013 Q3 according to their latest regulatory filings, with 0 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $3.53M → $4.26M (+$732K)

0% more ownership

Funds ownership: 0.01%0.01% (+0%)

50% less funds holding

Funds holding: 21 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
1
Holders Change
-1
Holders Change %
-50%
% of All Funds
0.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
RFA
Reilly Financial Advisors
California
-$10K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1
Cullinan Associates
Kentucky
$4.26M
RFA
2
Reilly Financial Advisors
California
-$10K -593 Closed

UBS Hedge Fund Activity: Q3 2013 in Review

1 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q3 2013, worth a combined $4.26M — up 21% from $3.53M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of UBS and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 0 added.

The largest seller was Reilly Financial Advisors, exiting entirely with an estimated $10K sold.

  • 1 institutional investor held UBS Group (UBS) as of Q3 2013, down from 2 in Q2 2013.
  • Funds reported $4.26M of UBS Group stock for Q3 2013, up 21% quarter-over-quarter.
  • 0 funds opened new UBS Group positions in Q3 2013 and 1 closed out, a net change of -1 holder.
  • The largest UBS Group seller in Q3 2013 was Reilly Financial Advisors, an estimated $10K sold.

Based on aggregated 13F filings for Q3 2013.