UBS Group
UBS
253 hedge funds and large institutions have $17.3B invested in UBS Group in 2016 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 83 increasing their positions, 85 reducing their positions, and 20 closing their positions.
195% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 20
31% more capital invested
Capital invested by funds: $13.2B → $17.3B (+$4.08B)
12% more funds holding
Funds holding: 225 → 253 (+28)
2.6% more ownership
Funds ownership: 26.03% → 28.63% (+2.6%)
2% less repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 85
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
18% less call options, than puts
Call options by funds: $168M | Put options by funds: $205M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$1.65B |
| 2 |
JP Morgan Chase
New York
|
+$129M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$96.3M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$87.7M |
| 5 |
CGT
Capital Guardian Trust
Los Angeles,
California
|
+$84.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$137M |
| 2 |
Zurich Cantonal Bank
Zurich,
Switzerland
|
-$104M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$61.2M |
| 4 |
Morgan Stanley
New York
|
-$44.4M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$35.1M |
UBS Hedge Fund Activity: Q4 2016 in Review
253 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q4 2016, worth a combined $17.3B — up 31% from $13.2B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new UBS positions and 20 closed out — a net gain of 39 holders — while 83 added to existing stakes and 85 trimmed.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $1.65B. The largest seller was Fidelity International, cutting an estimated $137M.
- 253 institutional investors held UBS Group (UBS) as of Q4 2016, up from 225 in Q3 2016.
- Funds reported $17.3B of UBS Group stock for Q4 2016, up 31% quarter-over-quarter.
- 59 funds opened new UBS Group positions in Q4 2016 and 20 closed out, a net change of +39 holders.
- The largest UBS Group buyer in Q4 2016 was Capital Research Global Investors, an estimated $1.65B added.
- The largest UBS Group seller in Q4 2016 was Fidelity International, an estimated $137M sold.
Based on aggregated 13F filings for Q4 2016.