UBS Group
UBS
237 hedge funds and large institutions have $16.5B invested in UBS Group in 2016 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 92 increasing their positions, 87 reducing their positions, and 41 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 87
0.24% less ownership
Funds ownership: 27.51% → 27.26% (-0.24%)
5% less funds holding
Funds holding: 249 → 237 (-12)
15% less call options, than puts
Call options by funds: $123M | Put options by funds: $145M
18% less capital invested
Capital invested by funds: $20.1B → $16.5B (-$3.62B)
20% less funds holding in top 10
Funds holding in top 10: 15 → 12 (-3)
27% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$501M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$218M |
| 3 |
CLOS
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
+$98.7M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$93.3M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$85.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$228M |
| 2 |
JP Morgan Chase
New York
|
-$176M |
| 3 |
Goldman Sachs
New York
|
-$160M |
| 4 |
Credit Agricole
Montrouge Cedex,
France
|
-$131M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
-$90.3M |
UBS Hedge Fund Activity: Q1 2016 in Review
237 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q1 2016, worth a combined $16.5B — down 18% from $20.1B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of UBS and 30 opened new positions — a net loss of 11 holders — while 87 trimmed existing stakes and 92 added.
The largest buyer was UBS Group, adding an estimated $501M. The largest seller was Fidelity Investments, cutting an estimated $228M.
- 237 institutional investors held UBS Group (UBS) as of Q1 2016, down from 249 in Q4 2015.
- Funds reported $16.5B of UBS Group stock for Q1 2016, down 18% quarter-over-quarter.
- 30 funds opened new UBS Group positions in Q1 2016 and 41 closed out, a net change of -11 holders.
- The largest UBS Group buyer in Q1 2016 was UBS Group, an estimated $501M added.
- The largest UBS Group seller in Q1 2016 was Fidelity Investments, an estimated $228M sold.
Based on aggregated 13F filings for Q1 2016.