UBS Group
UBS
376 hedge funds and large institutions have $26.5B invested in UBS Group in 2022 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 119 increasing their positions, 142 reducing their positions, and 44 closing their positions.
27% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 44
8% more funds holding in top 10
Funds holding in top 10: 13 → 14 (+1)
7% more capital invested
Capital invested by funds: $24.7B → $26.5B (+$1.81B)
2% more funds holding
Funds holding: 367 → 376 (+9)
0.7% more ownership
Funds ownership: 39.31% → 40.01% (+0.7%)
16% less repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 142
36% less call options, than puts
Call options by funds: $501M | Put options by funds: $782M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$778M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$295M |
| 3 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$178M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$175M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$123M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$683M |
| 2 |
Barclays
London,
United Kingdom
|
-$486M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$405M |
| 4 |
Goldman Sachs
New York
|
-$166M |
| 5 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$156M |
UBS Hedge Fund Activity: Q1 2022 in Review
376 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q1 2022, worth a combined $26.5B — up 7.3% from $24.7B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new UBS positions and 44 closed out — a net gain of 12 holders — while 119 added to existing stakes and 142 trimmed.
The largest buyer was Dodge & Cox, adding an estimated $778M. The largest seller was UBS Group, cutting an estimated $683M.
- 376 institutional investors held UBS Group (UBS) as of Q1 2022, up from 367 in Q4 2021.
- Funds reported $26.5B of UBS Group stock for Q1 2022, up 7.3% quarter-over-quarter.
- 56 funds opened new UBS Group positions in Q1 2022 and 44 closed out, a net change of +12 holders.
- The largest UBS Group buyer in Q1 2022 was Dodge & Cox, an estimated $778M added.
- The largest UBS Group seller in Q1 2022 was UBS Group, an estimated $683M sold.
Based on aggregated 13F filings for Q1 2022.