UBS Group
UBS
250 hedge funds and large institutions have $20.7B invested in UBS Group in 2015 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 79 increasing their positions, 90 reducing their positions, and 27 closing their positions.
93% more call options, than puts
Call options by funds: $142M | Put options by funds: $73.5M
67% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 27
29% more capital inflows, than outflows
Capital inflows: $1.47B | Capital outflows: $1.14B
15% more funds holding in top 10
Funds holding in top 10: 13 → 15 (+2)
6% more funds holding
Funds holding: 235 → 250 (+15)
0.45% more ownership
Funds ownership: 27.89% → 28.34% (+0.45%)
12% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 90
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OppenheimerFunds
New York
|
+$587M |
| 2 |
Goldman Sachs
New York
|
+$173M |
| 3 |
Zurich Cantonal Bank
Zurich,
Switzerland
|
+$61.2M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$57.5M |
| 5 |
GTP
Global Thematic Partners
New York
|
+$46.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Credit Suisse
Zurich,
Switzerland
|
-$244M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$178M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$171M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$119M |
| 5 |
Credit Agricole
Montrouge Cedex,
France
|
-$78.3M |
UBS Hedge Fund Activity: Q4 2015 in Review
250 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q4 2015, worth a combined $20.7B — up 6.7% from $19.4B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new UBS positions and 27 closed out — a net gain of 18 holders — while 79 added to existing stakes and 90 trimmed.
The largest buyer was OppenheimerFunds, opening a new position worth an estimated $587M. The largest seller was Credit Suisse, cutting an estimated $244M.
- 250 institutional investors held UBS Group (UBS) as of Q4 2015, up from 235 in Q3 2015.
- Funds reported $20.7B of UBS Group stock for Q4 2015, up 6.7% quarter-over-quarter.
- 45 funds opened new UBS Group positions in Q4 2015 and 27 closed out, a net change of +18 holders.
- The largest UBS Group buyer in Q4 2015 was OppenheimerFunds, an estimated $587M added.
- The largest UBS Group seller in Q4 2015 was Credit Suisse, an estimated $244M sold.
Based on aggregated 13F filings for Q4 2015.