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UBS Group
UBS

145 hedge funds and large institutions have $11.6B invested in UBS Group in 2014 Q4 according to their latest regulatory filings, with 144 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

666,983% more capital invested

Capital invested by funds: $1.74M → $11.6B (+$11.6B)

14,400% more funds holding

Funds holding: 1 → 145 (+144)

19.49% more ownership

Funds ownership: 0% → 19.49% (+19%)

66% less call options, than puts

Call options by funds: $3.28M | Put options by funds: $9.57M

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
145
Holders Change
+144
Holders Change %
+14,400%
% of All Funds
3.87%
Holding in Top 10
11
Holding in Top 10 Change
+11
Holding in Top 10 Change %
% of All Funds
0.29%
New
144
Increased
–
Reduced
1
Closed
–
Calls
$3.28M
Puts
$9.57M
Net Calls
-$6.29M
Net Calls Change
-$6.29M

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$1.96B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.11B
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$755M
4
Invesco
Invesco
Georgia
+$598M
5
JP Morgan Chase
JP Morgan Chase
New York
+$581M

Top Sellers

Rank Fund Capital Flow
1
CA
Cullinan Associates
Kentucky
-$856K
Name Holding Trade Value Shares
Change 		Change in
Stake
Norges Bank
1
Norges Bank
Norway
$1.97B +$1.96B +114,662,320 New
UBS Group
2
UBS Group
Switzerland
$1.68B +$1.68B +98,249,484 New
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.11B +$1.11B +64,914,641 New
Wellington Management Group
4
Wellington Management Group
Massachusetts
$756M +$755M +44,087,231 New
Invesco
5
Invesco
Georgia
$599M +$598M +34,887,555 New
JP Morgan Chase
6
JP Morgan Chase
New York
$579M +$581M +33,940,918 New
Fidelity International
7
Fidelity International
Bermuda
$521M +$519M +30,316,557 New
Fisher Asset Management
8
Fisher Asset Management
Washington
$422M +$423M +24,721,456 New
Credit Agricole
9
Credit Agricole
France
$299M +$307M +17,904,071 New
Deutsche Bank
10
Deutsche Bank
Germany
$292M +$293M +17,102,114 New
Goldman Sachs
11
Goldman Sachs
New York
$287M +$289M +16,856,488 New
Pzena Investment Management
12
Pzena Investment Management
New York
$268M +$269M +15,718,432 New
Axa
13
Axa
France
$204M +$203M +11,864,495 New
Bank of New York Mellon
14
Bank of New York Mellon
New York
$190M +$191M +11,155,329 New
Zurich Cantonal Bank
15
Zurich Cantonal Bank
Switzerland
$172M +$174M +10,184,516 New
RFC
16
Russell Frank Company
Washington
$161M +$160M +9,334,795 New
Wells Fargo
17
Wells Fargo
California
$147M +$148M +8,615,873 New
GTP
18
Global Thematic Partners
New York
$139M +$139M +8,130,232 New
Aviva
19
Aviva
United Kingdom
$136M +$135M +7,892,472 New
PP
20
Prudential plc
United Kingdom
$112M +$113M +6,596,190 New
Franklin Resources
21
Franklin Resources
California
$112M +$112M +6,525,547 New
TGI
22
Tradewinds Global Investors
California
$110M +$111M +6,476,792 New
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$108M +$107M +6,261,846 New
BIP
24
Brandes Investment Partners
California
$105M +$106M +6,172,407 New
DekaBank Deutsche Girozentrale
25
DekaBank Deutsche Girozentrale
Germany
$100M +$98.7M +5,763,360 New
1
2 3 4 5

UBS Hedge Fund Activity: Q4 2014 in Review

145 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q4 2014, worth a combined $11.6B — up 666,983% from $1.74M a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new UBS positions and 0 closed out — a net gain of 144 holders — while 0 added to existing stakes and 1 trimmed.

The largest buyer was Norges Bank, opening a new position worth an estimated $1.96B. The largest seller was Cullinan Associates, cutting an estimated $856K.

  • 145 institutional investors held UBS Group (UBS) as of Q4 2014, up from 1 in Q3 2014.
  • Funds reported $11.6B of UBS Group stock for Q4 2014, up 666,983% quarter-over-quarter.
  • 144 funds opened new UBS Group positions in Q4 2014 and 0 closed out, a net change of +144 holders.
  • The largest UBS Group buyer in Q4 2014 was Norges Bank, an estimated $1.96B added.
  • The largest UBS Group seller in Q4 2014 was Cullinan Associates, an estimated $856K sold.

Based on aggregated 13F filings for Q4 2014.