UBS Group
UBS
250 hedge funds and large institutions have $18.9B invested in UBS Group in 2017 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 98 increasing their positions, 82 reducing their positions, and 32 closing their positions.
87% more capital inflows, than outflows
Capital inflows: $1.21B | Capital outflows: $648M
20% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 82
0.91% more ownership
Funds ownership: 29.75% → 30.66% (+0.91%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
6% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 32
2% less funds holding
Funds holding: 254 → 250 (-4)
50% less call options, than puts
Call options by funds: $143M | Put options by funds: $287M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$314M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$113M |
| 3 |
Credit Agricole
Montrouge Cedex,
France
|
+$95M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$74.8M |
| 5 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
+$67.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$115M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$87.3M |
| 3 |
Axa
Paris,
France
|
-$65.7M |
| 4 |
Credit Suisse
Zurich,
Switzerland
|
-$61.9M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
-$45.8M |
UBS Hedge Fund Activity: Q1 2017 in Review
250 of the 4,035 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q1 2017, worth a combined $18.9B — up 4.7% from $18B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of UBS and 30 opened new positions — a net loss of 2 holders — while 82 trimmed existing stakes and 98 added.
The largest buyer was Dodge & Cox, adding an estimated $314M. The largest seller was Capital Research Global Investors, cutting an estimated $115M.
- 250 institutional investors held UBS Group (UBS) as of Q1 2017, down from 254 in Q4 2016.
- Funds reported $18.9B of UBS Group stock for Q1 2017, up 4.7% quarter-over-quarter.
- 30 funds opened new UBS Group positions in Q1 2017 and 32 closed out, a net change of -2 holders.
- The largest UBS Group buyer in Q1 2017 was Dodge & Cox, an estimated $314M added.
- The largest UBS Group seller in Q1 2017 was Capital Research Global Investors, an estimated $115M sold.
Based on aggregated 13F filings for Q1 2017.