UBS Group
UBS
311 hedge funds and large institutions have $22.9B invested in UBS Group in 2018 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 121 increasing their positions, 93 reducing their positions, and 33 closing their positions.
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
39% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 33
30% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 93
4% more funds holding
Funds holding: 299 → 311 (+12)
6% more capital inflows, than outflows
Capital inflows: $1.56B | Capital outflows: $1.47B
0.48% more ownership
Funds ownership: 38.39% → 38.87% (+0.48%)
64% less call options, than puts
Call options by funds: $288M | Put options by funds: $793M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$330M |
| 2 |
JP Morgan Chase
New York
|
+$153M |
| 3 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$152M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$121M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$95.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$443M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$185M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$123M |
| 4 |
Credit Suisse
Zurich,
Switzerland
|
-$115M |
| 5 |
Appaloosa LP
Short Hills,
New Jersey
|
-$106M |
UBS Hedge Fund Activity: Q3 2018 in Review
311 of the 4,392 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q3 2018, worth a combined $22.9B — up 1.5% from $22.5B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new UBS positions and 33 closed out — a net gain of 13 holders — while 121 added to existing stakes and 93 trimmed.
The largest buyer was Capital World Investors, opening a new position worth an estimated $330M. The largest seller was Capital Research Global Investors, cutting an estimated $443M.
- 311 institutional investors held UBS Group (UBS) as of Q3 2018, up from 299 in Q2 2018.
- Funds reported $22.9B of UBS Group stock for Q3 2018, up 1.5% quarter-over-quarter.
- 46 funds opened new UBS Group positions in Q3 2018 and 33 closed out, a net change of +13 holders.
- The largest UBS Group buyer in Q3 2018 was Capital World Investors, an estimated $330M added.
- The largest UBS Group seller in Q3 2018 was Capital Research Global Investors, an estimated $443M sold.
Based on aggregated 13F filings for Q3 2018.