UBS Group
UBS
358 hedge funds and large institutions have $21.2B invested in UBS Group in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 143 increasing their positions, 113 reducing their positions, and 38 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 113
6% more capital invested
Capital invested by funds: $20B → $21.2B (+$1.14B)
0.51% more ownership
Funds ownership: 37.08% → 37.59% (+0.51%)
0% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 38
1% less funds holding
Funds holding: 361 → 358 (-3)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
49% less call options, than puts
Call options by funds: $544M | Put options by funds: $1.08B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$172M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$141M |
| 3 |
JP Morgan Chase
New York
|
+$112M |
| 4 |
Vontobel Holding
Zurich,
Switzerland
|
+$80.3M |
| 5 |
Zurich Cantonal Bank
Zurich,
Switzerland
|
+$50.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$148M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$59.4M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$56.6M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$54.3M |
| 5 |
CBT
Capital Bank & Trust
Irvine,
California
|
-$41.2M |
UBS Hedge Fund Activity: Q3 2021 in Review
358 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q3 2021, worth a combined $21.2B — up 5.7% from $20B a quarter earlier.
Fund positioning in UBS was balanced in Q3 2021: 38 funds opened new positions, 38 closed out, 143 added to existing stakes and 113 trimmed.
The largest buyer was Dodge & Cox, adding an estimated $172M. The largest seller was Deutsche Bank, cutting an estimated $148M.
- 358 institutional investors held UBS Group (UBS) as of Q3 2021, down from 361 in Q2 2021.
- Funds reported $21.2B of UBS Group stock for Q3 2021, up 5.7% quarter-over-quarter.
- 38 funds opened new UBS Group positions in Q3 2021 and 38 closed out, a net change of 0 holders.
- The largest UBS Group buyer in Q3 2021 was Dodge & Cox, an estimated $172M added.
- The largest UBS Group seller in Q3 2021 was Deutsche Bank, an estimated $148M sold.
Based on aggregated 13F filings for Q3 2021.