UBS Group
UBS
526 hedge funds and large institutions have $41.6B invested in UBS Group in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 181 increasing their positions, 173 reducing their positions, and 47 closing their positions.
113% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 47
45% more call options, than puts
Call options by funds: $1.37B | Put options by funds: $945M
31% more capital invested
Capital invested by funds: $31.7B → $41.6B (+$9.88B)
9% more funds holding
Funds holding: 484 → 526 (+42)
1.9% more ownership
Funds ownership: 37.06% → 38.96% (+1.9%)
5% more repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 173
9% less funds holding in top 10
Funds holding in top 10: 23 → 21 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCI
Cevian Capital II
St. Helier,
Jersey
|
+$1.15B |
| 2 |
Pzena Investment Management
New York
|
+$632M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$591M |
| 4 |
Morgan Stanley
New York
|
+$349M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$309M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$1.17B |
| 2 |
Norges Bank
Oslo,
Norway
|
-$424M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$316M |
| 4 |
Goldman Sachs
New York
|
-$286M |
| 5 |
Amundi
Paris,
France
|
-$204M |
UBS Hedge Fund Activity: Q4 2023 in Review
526 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q4 2023, worth a combined $41.6B — up 31% from $31.7B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new UBS positions and 47 closed out — a net gain of 53 holders — while 181 added to existing stakes and 173 trimmed.
The largest buyer was Cevian Capital II, opening a new position worth an estimated $1.15B. The largest seller was Dodge & Cox, cutting an estimated $1.17B.
- 526 institutional investors held UBS Group (UBS) as of Q4 2023, up from 484 in Q3 2023.
- Funds reported $41.6B of UBS Group stock for Q4 2023, up 31% quarter-over-quarter.
- 100 funds opened new UBS Group positions in Q4 2023 and 47 closed out, a net change of +53 holders.
- The largest UBS Group buyer in Q4 2023 was Cevian Capital II, an estimated $1.15B added.
- The largest UBS Group seller in Q4 2023 was Dodge & Cox, an estimated $1.17B sold.
Based on aggregated 13F filings for Q4 2023.