UBS Group
UBS
204 hedge funds and large institutions have $18.5B invested in UBS Group in 2015 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 80 increasing their positions, 53 reducing their positions, and 19 closing their positions.
179% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 19
76% more call options, than puts
Call options by funds: $330M | Put options by funds: $187M
51% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 53
50% more funds holding in top 10
Funds holding in top 10: 8 → 12 (+4)
19% more capital invested
Capital invested by funds: $15.5B → $18.5B (+$2.95B)
19% more funds holding
Funds holding: 172 → 204 (+32)
0.58% less ownership
Funds ownership: 23.77% → 23.19% (-0.58%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$2.52B |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$347M |
| 3 |
JP Morgan Chase
New York
|
+$325M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$282M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$200M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$2.55B |
| 2 |
O
OppenheimerFunds
New York
|
-$578M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$91.8M |
| 4 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$91M |
| 5 |
Barclays
London,
United Kingdom
|
-$88.7M |
UBS Hedge Fund Activity: Q2 2015 in Review
204 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q2 2015, worth a combined $18.5B — up 19% from $15.5B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new UBS positions and 19 closed out — a net gain of 34 holders — while 80 added to existing stakes and 53 trimmed.
The largest buyer was Credit Suisse, opening a new position worth an estimated $2.52B. The largest seller was Norges Bank, cutting an estimated $2.55B.
- 204 institutional investors held UBS Group (UBS) as of Q2 2015, up from 172 in Q1 2015.
- Funds reported $18.5B of UBS Group stock for Q2 2015, up 19% quarter-over-quarter.
- 53 funds opened new UBS Group positions in Q2 2015 and 19 closed out, a net change of +34 holders.
- The largest UBS Group buyer in Q2 2015 was Credit Suisse, an estimated $2.52B added.
- The largest UBS Group seller in Q2 2015 was Norges Bank, an estimated $2.55B sold.
Based on aggregated 13F filings for Q2 2015.