UBS Group
UBS
327 hedge funds and large institutions have $15.3B invested in UBS Group in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 119 increasing their positions, 102 reducing their positions, and 34 closing their positions.
47% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 34
17% more repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 102
4% more funds holding
Funds holding: 315 → 327 (+12)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
4.14% less ownership
Funds ownership: 38.46% → 34.32% (-4.1%)
10% less capital invested
Capital invested by funds: $17B → $15.3B (-$1.7B)
53% less call options, than puts
Call options by funds: $255M | Put options by funds: $536M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$151M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
+$46.3M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$46.2M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
+$32.6M |
| 5 |
O
Ossiam
Paris,
France
|
+$24.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.5B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$208M |
| 3 |
JP Morgan Chase
New York
|
-$137M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$126M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$124M |
UBS Hedge Fund Activity: Q1 2019 in Review
327 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q1 2019, worth a combined $15.3B — down 10% from $17B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new UBS positions and 34 closed out — a net gain of 16 holders — while 119 added to existing stakes and 102 trimmed.
The largest buyer was Amundi Asset Management US, adding an estimated $151M. The largest seller was UBS Group, cutting an estimated $1.5B.
- 327 institutional investors held UBS Group (UBS) as of Q1 2019, up from 315 in Q4 2018.
- Funds reported $15.3B of UBS Group stock for Q1 2019, down 10% quarter-over-quarter.
- 50 funds opened new UBS Group positions in Q1 2019 and 34 closed out, a net change of +16 holders.
- The largest UBS Group buyer in Q1 2019 was Amundi Asset Management US, an estimated $151M added.
- The largest UBS Group seller in Q1 2019 was UBS Group, an estimated $1.5B sold.
Based on aggregated 13F filings for Q1 2019.