UBS Group
UBS
290 hedge funds and large institutions have $27.5B invested in UBS Group in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 84 increasing their positions, 94 reducing their positions, and 31 closing their positions.
153% more capital inflows, than outflows
Capital inflows: $1.69B | Capital outflows: $668M
103% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 31
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
12% more funds holding
Funds holding: 259 → 290 (+31)
1.53% more ownership
Funds ownership: 37.33% → 38.85% (+1.5%)
11% less repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 94
61% less call options, than puts
Call options by funds: $170M | Put options by funds: $434M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$520M |
| 2 |
Amundi Asset Management US
Boston,
Massachusetts
|
+$333M |
| 3 |
Dodge & Cox
San Francisco,
California
|
+$81.6M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$73.9M |
| 5 |
Neuberger Berman Group
New York
|
+$71.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Credit Agricole
Montrouge Cedex,
France
|
-$239M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$42.7M |
| 3 |
Exane Derivatives
Paris,
France
|
-$38.1M |
| 4 |
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$35.3M |
| 5 |
Credit Suisse
Zurich,
Switzerland
|
-$33.5M |
UBS Hedge Fund Activity: Q4 2017 in Review
290 of the 4,420 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q4 2017, worth a combined $27.5B — up 12% from $24.6B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new UBS positions and 31 closed out — a net gain of 32 holders — while 84 added to existing stakes and 94 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $520M. The largest seller was Credit Agricole, cutting an estimated $239M.
- 290 institutional investors held UBS Group (UBS) as of Q4 2017, up from 259 in Q3 2017.
- Funds reported $27.5B of UBS Group stock for Q4 2017, up 12% quarter-over-quarter.
- 63 funds opened new UBS Group positions in Q4 2017 and 31 closed out, a net change of +32 holders.
- The largest UBS Group buyer in Q4 2017 was Wellington Management Group, an estimated $520M added.
- The largest UBS Group seller in Q4 2017 was Credit Agricole, an estimated $239M sold.
Based on aggregated 13F filings for Q4 2017.