UBS Group
UBS
248 hedge funds and large institutions have $20B invested in UBS Group in 2015 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 78 increasing their positions, 90 reducing their positions, and 28 closing their positions.
93% more call options, than puts
Call options by funds: $142M | Put options by funds: $73.5M
61% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 28
15% more funds holding in top 10
Funds holding in top 10: 13 → 15 (+2)
6% more funds holding
Funds holding: 234 → 248 (+14)
4% more capital invested
Capital invested by funds: $19.4B → $20B (+$693M)
0.38% less ownership
Funds ownership: 27.89% → 27.51% (-0.38%)
13% less repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 90
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
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 |
Dodge & Cox
San Francisco,
California
|
-$566M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$244M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$178M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$171M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$119M |
UBS Hedge Fund Activity: Q4 2015 in Review
248 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q4 2015, worth a combined $20B — up 3.6% from $19.4B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new UBS positions and 28 closed out — a net gain of 17 holders — while 78 added to existing stakes and 90 trimmed.
The largest buyer was OppenheimerFunds, opening a new position worth an estimated $587M. The largest seller was Dodge & Cox, exiting entirely with an estimated $566M sold.
- 248 institutional investors held UBS Group (UBS) as of Q4 2015, up from 234 in Q3 2015.
- Funds reported $20B of UBS Group stock for Q4 2015, up 3.6% quarter-over-quarter.
- 45 funds opened new UBS Group positions in Q4 2015 and 28 closed out, a net change of +17 holders.
- The largest UBS Group buyer in Q4 2015 was OppenheimerFunds, an estimated $587M added.
- The largest UBS Group seller in Q4 2015 was Dodge & Cox, an estimated $566M sold.
Based on aggregated 13F filings for Q4 2015.