UBS Group
UBS
225 hedge funds and large institutions have $13.2B invested in UBS Group in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 78 increasing their positions, 89 reducing their positions, and 46 closing their positions.
3% more call options, than puts
Call options by funds: $121M | Put options by funds: $118M
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
2% less capital invested
Capital invested by funds: $13.5B → $13.2B (-$205M)
1.66% less ownership
Funds ownership: 27.69% → 26.03% (-1.7%)
11% less funds holding
Funds holding: 252 → 225 (-27)
12% less repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 89
50% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 46
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$195M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$52.9M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
+$49.3M |
| 4 |
Zurich Cantonal Bank
Zurich,
Switzerland
|
+$37.4M |
| 5 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
+$28.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$393M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$276M |
| 3 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
-$77.5M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
-$57.9M |
| 5 |
TGI
Tradewinds Global Investors
Los Angeles,
California
|
-$51.2M |
UBS Hedge Fund Activity: Q3 2016 in Review
225 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q3 2016, worth a combined $13.2B — down 1.5% from $13.5B a quarter earlier.
Sellers outnumbered buyers: 46 funds closed out of UBS and 23 opened new positions — a net loss of 23 holders — while 89 trimmed existing stakes and 78 added.
The largest buyer was Franklin Resources, adding an estimated $195M. The largest seller was OppenheimerFunds, exiting entirely with an estimated $393M sold.
- 225 institutional investors held UBS Group (UBS) as of Q3 2016, down from 252 in Q2 2016.
- Funds reported $13.2B of UBS Group stock for Q3 2016, down 1.5% quarter-over-quarter.
- 23 funds opened new UBS Group positions in Q3 2016 and 46 closed out, a net change of -23 holders.
- The largest UBS Group buyer in Q3 2016 was Franklin Resources, an estimated $195M added.
- The largest UBS Group seller in Q3 2016 was OppenheimerFunds, an estimated $393M sold.
Based on aggregated 13F filings for Q3 2016.