UBS Group
UBS
484 hedge funds and large institutions have $31.7B invested in UBS Group in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 157 increasing their positions, 173 reducing their positions, and 45 closing their positions.
64% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 45
51% more call options, than puts
Call options by funds: $1.47B | Put options by funds: $972M
23% more capital invested
Capital invested by funds: $25.7B → $31.7B (+$6B)
15% more funds holding in top 10
Funds holding in top 10: 20 → 23 (+3)
6% more funds holding
Funds holding: 457 → 484 (+27)
9% less repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 173
1.55% less ownership
Funds ownership: 38.61% → 37.06% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$362M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$329M |
| 3 |
Goldman Sachs
New York
|
+$271M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$194M |
| 5 |
Amundi
Paris,
France
|
+$185M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$431M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$312M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$155M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$123M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$102M |
UBS Hedge Fund Activity: Q3 2023 in Review
484 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q3 2023, worth a combined $31.7B — up 23% from $25.7B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new UBS positions and 45 closed out — a net gain of 29 holders — while 157 added to existing stakes and 173 trimmed.
The largest buyer was Capital World Investors, adding an estimated $362M. The largest seller was Dodge & Cox, cutting an estimated $431M.
- 484 institutional investors held UBS Group (UBS) as of Q3 2023, up from 457 in Q2 2023.
- Funds reported $31.7B of UBS Group stock for Q3 2023, up 23% quarter-over-quarter.
- 74 funds opened new UBS Group positions in Q3 2023 and 45 closed out, a net change of +29 holders.
- The largest UBS Group buyer in Q3 2023 was Capital World Investors, an estimated $362M added.
- The largest UBS Group seller in Q3 2023 was Dodge & Cox, an estimated $431M sold.
Based on aggregated 13F filings for Q3 2023.