UBS Group
UBS
252 hedge funds and large institutions have $13.5B invested in UBS Group in 2016 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 85 increasing their positions, 88 reducing their positions, and 26 closing their positions.
73% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 26
46% more call options, than puts
Call options by funds: $141M | Put options by funds: $96.5M
6% more funds holding
Funds holding: 237 → 252 (+15)
0.42% more ownership
Funds ownership: 27.26% → 27.69% (+0.42%)
3% less repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 88
18% less capital invested
Capital invested by funds: $16.5B → $13.5B (-$3.02B)
33% less funds holding in top 10
Funds holding in top 10: 12 → 8 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$436M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$201M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
+$106M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$79.2M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$64.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$186M |
| 2 |
GTP
Global Thematic Partners
New York
|
-$166M |
| 3 |
JP Morgan Chase
New York
|
-$145M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
-$81.3M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$68.1M |
UBS Hedge Fund Activity: Q2 2016 in Review
252 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q2 2016, worth a combined $13.5B — down 18% from $16.5B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new UBS positions and 26 closed out — a net gain of 19 holders — while 85 added to existing stakes and 88 trimmed.
The largest buyer was Franklin Resources, adding an estimated $436M. The largest seller was Allianz Asset Management, cutting an estimated $186M.
- 252 institutional investors held UBS Group (UBS) as of Q2 2016, up from 237 in Q1 2016.
- Funds reported $13.5B of UBS Group stock for Q2 2016, down 18% quarter-over-quarter.
- 45 funds opened new UBS Group positions in Q2 2016 and 26 closed out, a net change of +19 holders.
- The largest UBS Group buyer in Q2 2016 was Franklin Resources, an estimated $436M added.
- The largest UBS Group seller in Q2 2016 was Allianz Asset Management, an estimated $186M sold.
Based on aggregated 13F filings for Q2 2016.