UBS Group
UBS
303 hedge funds and large institutions have $14.4B invested in UBS Group in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 102 increasing their positions, 119 reducing their positions, and 38 closing their positions.
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
25% more capital invested
Capital invested by funds: $11.5B → $14.4B (+$2.86B)
11% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 38
2.65% more ownership
Funds ownership: 32.48% → 35.13% (+2.7%)
1% more funds holding
Funds holding: 300 → 303 (+3)
14% less repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 119
40% less call options, than puts
Call options by funds: $341M | Put options by funds: $571M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$289M |
| 2 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$156M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$136M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$77.2M |
| 5 |
Goldman Sachs
New York
|
+$76.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$373M |
| 2 |
Dodge & Cox
San Francisco,
California
|
-$173M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$55.7M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$52.6M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$50.8M |
UBS Hedge Fund Activity: Q2 2020 in Review
303 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q2 2020, worth a combined $14.4B — up 25% from $11.5B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new UBS positions and 38 closed out — a net gain of 4 holders — while 102 added to existing stakes and 119 trimmed.
The largest buyer was Capital International Investors, adding an estimated $289M. The largest seller was UBS Group, cutting an estimated $373M.
- 303 institutional investors held UBS Group (UBS) as of Q2 2020, up from 300 in Q1 2020.
- Funds reported $14.4B of UBS Group stock for Q2 2020, up 25% quarter-over-quarter.
- 42 funds opened new UBS Group positions in Q2 2020 and 38 closed out, a net change of +4 holders.
- The largest UBS Group buyer in Q2 2020 was Capital International Investors, an estimated $289M added.
- The largest UBS Group seller in Q2 2020 was UBS Group, an estimated $373M sold.
Based on aggregated 13F filings for Q2 2020.