UBS Group
UBS
538 hedge funds and large institutions have $42.3B invested in UBS Group in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 204 increasing their positions, 189 reducing their positions, and 47 closing their positions.
82% more call options, than puts
Call options by funds: $1.42B | Put options by funds: $781M
34% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 47
10% more funds holding in top 10
Funds holding in top 10: 21 → 23 (+2)
4.47% more ownership
Funds ownership: 38.61% → 43.08% (+4.5%)
2% more funds holding
Funds holding: 527 → 538 (+11)
8% more repeat investments, than reductions
Existing positions increased: 204 | Existing positions reduced: 189
3% more capital invested
Capital invested by funds: $41.2B → $42.3B (+$1.16B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$730M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$373M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$193M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$161M |
| 5 |
Vontobel Holding
Zurich,
Switzerland
|
+$147M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$500M |
| 2 |
Goldman Sachs
New York
|
-$398M |
| 3 |
CCM
Causeway Capital Management
Los Angeles,
California
|
-$149M |
| 4 |
DFO
Duquesne Family Office
New York
|
-$74.9M |
| 5 |
Coatue Management
New York
|
-$55M |
UBS Hedge Fund Activity: Q1 2024 in Review
538 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q1 2024, worth a combined $42.3B — up 2.8% from $41.2B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new UBS positions and 47 closed out — a net gain of 16 holders — while 204 added to existing stakes and 189 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $730M. The largest seller was Dodge & Cox, cutting an estimated $500M.
- 538 institutional investors held UBS Group (UBS) as of Q1 2024, up from 527 in Q4 2023.
- Funds reported $42.3B of UBS Group stock for Q1 2024, up 2.8% quarter-over-quarter.
- 63 funds opened new UBS Group positions in Q1 2024 and 47 closed out, a net change of +16 holders.
- The largest UBS Group buyer in Q1 2024 was JP Morgan Chase, an estimated $730M added.
- The largest UBS Group seller in Q1 2024 was Dodge & Cox, an estimated $500M sold.
Based on aggregated 13F filings for Q1 2024.