UBS Group
UBS
319 hedge funds and large institutions have $24.6B invested in UBS Group in 2018 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 103 increasing their positions, 88 reducing their positions, and 38 closing their positions.
82% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 38
17% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 88
10% more funds holding
Funds holding: 289 → 319 (+30)
0.53% less ownership
Funds ownership: 36.84% → 36.32% (-0.53%)
6% less capital invested
Capital invested by funds: $26.1B → $24.6B (-$1.45B)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
64% less call options, than puts
Call options by funds: $199M | Put options by funds: $556M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Flossbach Von Storch
Cologne,
Germany
|
+$223M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$143M |
| 3 |
AL
Appaloosa LP
Short Hills,
New Jersey
|
+$132M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$114M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$97.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$755M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$276M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$72.1M |
| 4 |
CLOS
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
-$64.6M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$57.8M |
UBS Hedge Fund Activity: Q1 2018 in Review
319 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q1 2018, worth a combined $24.6B — down 5.5% from $26.1B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new UBS positions and 38 closed out — a net gain of 31 holders — while 103 added to existing stakes and 88 trimmed.
The largest buyer was Flossbach Von Storch, opening a new position worth an estimated $223M. The largest seller was UBS Group, cutting an estimated $755M.
- 319 institutional investors held UBS Group (UBS) as of Q1 2018, up from 289 in Q4 2017.
- Funds reported $24.6B of UBS Group stock for Q1 2018, down 5.5% quarter-over-quarter.
- 69 funds opened new UBS Group positions in Q1 2018 and 38 closed out, a net change of +31 holders.
- The largest UBS Group buyer in Q1 2018 was Flossbach Von Storch, an estimated $223M added.
- The largest UBS Group seller in Q1 2018 was UBS Group, an estimated $755M sold.
Based on aggregated 13F filings for Q1 2018.