UBS Group
UBS
368 hedge funds and large institutions have $20.7B invested in UBS Group in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 120 increasing their positions, 144 reducing their positions, and 50 closing their positions.
6% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 50
1.42% less ownership
Funds ownership: 40.01% → 38.59% (-1.4%)
2% less funds holding
Funds holding: 376 → 368 (-8)
17% less repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 144
21% less funds holding in top 10
Funds holding in top 10: 14 → 11 (-3)
22% less capital invested
Capital invested by funds: $26.5B → $20.7B (-$5.77B)
45% less call options, than puts
Call options by funds: $295M | Put options by funds: $540M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$137M |
| 2 |
Morgan Stanley
New York
|
+$96M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$58.7M |
| 4 |
Royal London Asset Management
United Kingdom
|
+$49.6M |
| 5 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$47.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$189M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$134M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$118M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$113M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$105M |
UBS Hedge Fund Activity: Q2 2022 in Review
368 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q2 2022, worth a combined $20.7B — down 22% from $26.5B a quarter earlier.
Sellers outnumbered buyers: 50 funds closed out of UBS and 47 opened new positions — a net loss of 3 holders — while 144 trimmed existing stakes and 120 added.
The largest buyer was Dodge & Cox, adding an estimated $137M. The largest seller was Acadian Asset Management, exiting entirely with an estimated $189M sold.
- 368 institutional investors held UBS Group (UBS) as of Q2 2022, down from 376 in Q1 2022.
- Funds reported $20.7B of UBS Group stock for Q2 2022, down 22% quarter-over-quarter.
- 47 funds opened new UBS Group positions in Q2 2022 and 50 closed out, a net change of -3 holders.
- The largest UBS Group buyer in Q2 2022 was Dodge & Cox, an estimated $137M added.
- The largest UBS Group seller in Q2 2022 was Acadian Asset Management, an estimated $189M sold.
Based on aggregated 13F filings for Q2 2022.