UBS Group
UBS
298 hedge funds and large institutions have $20.9B invested in UBS Group in 2018 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 96 increasing their positions, 111 reducing their positions, and 47 closing their positions.
0.66% less ownership
Funds ownership: 36.31% → 35.64% (-0.66%)
7% less funds holding
Funds holding: 319 → 298 (-21)
14% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 111
15% less capital invested
Capital invested by funds: $24.6B → $20.9B (-$3.69B)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
36% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 47
54% less call options, than puts
Call options by funds: $227M | Put options by funds: $491M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$201M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$161M |
| 3 |
Goldman Sachs
New York
|
+$91.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$55.1M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$54.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$555M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$340M |
| 3 |
JP Morgan Chase
New York
|
-$112M |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$106M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$103M |
UBS Hedge Fund Activity: Q2 2018 in Review
298 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q2 2018, worth a combined $20.9B — down 15% from $24.6B a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of UBS and 30 opened new positions — a net loss of 17 holders — while 111 trimmed existing stakes and 96 added.
The largest buyer was Deutsche Bank, adding an estimated $201M. The largest seller was Wellington Management Group, cutting an estimated $555M.
- 298 institutional investors held UBS Group (UBS) as of Q2 2018, down from 319 in Q1 2018.
- Funds reported $20.9B of UBS Group stock for Q2 2018, down 15% quarter-over-quarter.
- 30 funds opened new UBS Group positions in Q2 2018 and 47 closed out, a net change of -17 holders.
- The largest UBS Group buyer in Q2 2018 was Deutsche Bank, an estimated $201M added.
- The largest UBS Group seller in Q2 2018 was Wellington Management Group, an estimated $555M sold.
Based on aggregated 13F filings for Q2 2018.