UBS Group
UBS
552 hedge funds and large institutions have $41.3B invested in UBS Group in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 216 increasing their positions, 180 reducing their positions, and 56 closing their positions.
57% more call options, than puts
Call options by funds: $1.22B | Put options by funds: $780M
36% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 56
20% more repeat investments, than reductions
Existing positions increased: 216 | Existing positions reduced: 180
3% more funds holding
Funds holding: 537 → 552 (+15)
0.69% more ownership
Funds ownership: 43.08% → 43.77% (+0.69%)
2% less capital invested
Capital invested by funds: $42.3B → $41.3B (-$1.02B)
26% less funds holding in top 10
Funds holding in top 10: 23 → 17 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$2.65B |
| 2 |
Legal & General Group
London,
United Kingdom
|
+$821M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$472M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$280M |
| 5 |
Zurich Cantonal Bank
Zurich,
Switzerland
|
+$164M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$417M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$228M |
| 3 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$222M |
| 4 |
Goldman Sachs
New York
|
-$193M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$188M |
UBS Hedge Fund Activity: Q2 2024 in Review
552 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q2 2024, worth a combined $41.3B — down 2.4% from $42.3B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new UBS positions and 56 closed out — a net gain of 20 holders — while 216 added to existing stakes and 180 trimmed.
The largest buyer was UBS AM, opening a new position worth an estimated $2.65B. The largest seller was Fidelity Investments, cutting an estimated $417M.
- 552 institutional investors held UBS Group (UBS) as of Q2 2024, up from 537 in Q1 2024.
- Funds reported $41.3B of UBS Group stock for Q2 2024, down 2.4% quarter-over-quarter.
- 76 funds opened new UBS Group positions in Q2 2024 and 56 closed out, a net change of +20 holders.
- The largest UBS Group buyer in Q2 2024 was UBS AM, an estimated $2.65B added.
- The largest UBS Group seller in Q2 2024 was Fidelity Investments, an estimated $417M sold.
Based on aggregated 13F filings for Q2 2024.