UBS Group
UBS
302 hedge funds and large institutions have $14.2B invested in UBS Group in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 118 increasing their positions, 116 reducing their positions, and 30 closing their positions.
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
2% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 116
0.75% more ownership
Funds ownership: 35.13% → 35.88% (+0.75%)
0% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 30
0% less funds holding
Funds holding: 303 → 302 (-1)
1% less capital invested
Capital invested by funds: $14.4B → $14.2B (-$177M)
36% less call options, than puts
Call options by funds: $359M | Put options by funds: $561M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$292M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$163M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$107M |
| 4 |
JP Morgan Chase
New York
|
+$56.7M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$34.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$274M |
| 2 |
Renaissance Technologies
New York
|
-$39.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$38.8M |
| 4 |
MWA
Marshall Wace Asia
Central,
Hong Kong
|
-$27.6M |
| 5 |
BBVA
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
-$25.8M |
UBS Hedge Fund Activity: Q3 2020 in Review
302 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q3 2020, worth a combined $14.2B — down 1.2% from $14.4B a quarter earlier.
Fund positioning in UBS was balanced in Q3 2020: 30 funds opened new positions, 30 closed out, 118 added to existing stakes and 116 trimmed.
The largest buyer was GQG Partners, opening a new position worth an estimated $292M. The largest seller was Dodge & Cox, cutting an estimated $274M.
- 302 institutional investors held UBS Group (UBS) as of Q3 2020, down from 303 in Q2 2020.
- Funds reported $14.2B of UBS Group stock for Q3 2020, down 1.2% quarter-over-quarter.
- 30 funds opened new UBS Group positions in Q3 2020 and 30 closed out, a net change of 0 holders.
- The largest UBS Group buyer in Q3 2020 was GQG Partners, an estimated $292M added.
- The largest UBS Group seller in Q3 2020 was Dodge & Cox, an estimated $274M sold.
Based on aggregated 13F filings for Q3 2020.