UBS Group
UBS
376 hedge funds and large institutions have $23.6B invested in UBS Group in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 116 increasing their positions, 148 reducing their positions, and 44 closing their positions.
41% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 44
28% more capital invested
Capital invested by funds: $18.4B → $23.6B (+$5.18B)
18% more funds holding in top 10
Funds holding in top 10: 11 → 13 (+2)
3% more funds holding
Funds holding: 364 → 376 (+12)
0.27% less ownership
Funds ownership: 37.93% → 37.67% (-0.27%)
22% less repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 148
29% less call options, than puts
Call options by funds: $348M | Put options by funds: $492M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$195M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$89.9M |
| 3 |
JP Morgan Chase
New York
|
+$76.8M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$31.4M |
| 5 |
Dodge & Cox
San Francisco,
California
|
+$29.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$99.7M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$99.2M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$61.9M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$48.8M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$40.4M |
UBS Hedge Fund Activity: Q4 2022 in Review
376 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q4 2022, worth a combined $23.6B — up 28% from $18.4B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new UBS positions and 44 closed out — a net gain of 18 holders — while 116 added to existing stakes and 148 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $195M. The largest seller was Norges Bank, cutting an estimated $99.7M.
- 376 institutional investors held UBS Group (UBS) as of Q4 2022, up from 364 in Q3 2022.
- Funds reported $23.6B of UBS Group stock for Q4 2022, up 28% quarter-over-quarter.
- 62 funds opened new UBS Group positions in Q4 2022 and 44 closed out, a net change of +18 holders.
- The largest UBS Group buyer in Q4 2022 was Goldman Sachs, an estimated $195M added.
- The largest UBS Group seller in Q4 2022 was Norges Bank, an estimated $99.7M sold.
Based on aggregated 13F filings for Q4 2022.