UBS Group
UBS
299 hedge funds and large institutions have $16.5B invested in UBS Group in 2019 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 87 increasing their positions, 105 reducing their positions, and 46 closing their positions.
39% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 46
22% more capital invested
Capital invested by funds: $13.6B → $16.5B (+$2.94B)
3% more funds holding
Funds holding: 289 → 299 (+10)
3.06% more ownership
Funds ownership: 32.56% → 35.61% (+3.1%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
17% less repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 105
32% less call options, than puts
Call options by funds: $313M | Put options by funds: $458M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.48B |
| 2 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$293M |
| 3 |
Goldman Sachs
New York
|
+$166M |
| 4 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$111M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$104M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$288M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$169M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$126M |
| 4 |
JP Morgan Chase
New York
|
-$96.6M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$85.8M |
UBS Hedge Fund Activity: Q4 2019 in Review
299 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q4 2019, worth a combined $16.5B — up 22% from $13.6B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new UBS positions and 46 closed out — a net gain of 18 holders — while 87 added to existing stakes and 105 trimmed.
The largest buyer was UBS Group, adding an estimated $1.48B. The largest seller was Massachusetts Financial Services, cutting an estimated $288M.
- 299 institutional investors held UBS Group (UBS) as of Q4 2019, up from 289 in Q3 2019.
- Funds reported $16.5B of UBS Group stock for Q4 2019, up 22% quarter-over-quarter.
- 64 funds opened new UBS Group positions in Q4 2019 and 46 closed out, a net change of +18 holders.
- The largest UBS Group buyer in Q4 2019 was UBS Group, an estimated $1.48B added.
- The largest UBS Group seller in Q4 2019 was Massachusetts Financial Services, an estimated $288M sold.
Based on aggregated 13F filings for Q4 2019.