UBS Group
UBS
172 hedge funds and large institutions have $15.5B invested in UBS Group in 2015 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 58 increasing their positions, 49 reducing their positions, and 28 closing their positions.
335% more call options, than puts
Call options by funds: $1.04B | Put options by funds: $240M
93% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 28
34% more capital invested
Capital invested by funds: $11.6B → $15.5B (+$3.93B)
18% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 49
18% more funds holding
Funds holding: 146 → 172 (+26)
4.28% more ownership
Funds ownership: 19.49% → 23.77% (+4.3%)
27% less funds holding in top 10
Funds holding in top 10: 11 → 8 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.01B |
| 2 |
O
OppenheimerFunds
New York
|
+$536M |
| 3 |
Zurich Cantonal Bank
Zurich,
Switzerland
|
+$271M |
| 4 |
State Street
Boston,
Massachusetts
|
+$233M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$187M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$178M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$113M |
| 3 |
Goldman Sachs
New York
|
-$82.3M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$42.3M |
| 5 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$32.7M |
UBS Hedge Fund Activity: Q1 2015 in Review
172 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q1 2015, worth a combined $15.5B — up 34% from $11.6B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new UBS positions and 28 closed out — a net gain of 26 holders — while 58 added to existing stakes and 49 trimmed.
The largest buyer was Vanguard Group, opening a new position worth an estimated $1.01B. The largest seller was Fidelity Investments, cutting an estimated $178M.
- 172 institutional investors held UBS Group (UBS) as of Q1 2015, up from 146 in Q4 2014.
- Funds reported $15.5B of UBS Group stock for Q1 2015, up 34% quarter-over-quarter.
- 54 funds opened new UBS Group positions in Q1 2015 and 28 closed out, a net change of +26 holders.
- The largest UBS Group buyer in Q1 2015 was Vanguard Group, an estimated $1.01B added.
- The largest UBS Group seller in Q1 2015 was Fidelity Investments, an estimated $178M sold.
Based on aggregated 13F filings for Q1 2015.