UBS Group
UBS
549 hedge funds and large institutions have $42.6B invested in UBS Group in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 193 increasing their positions, 204 reducing their positions, and 55 closing their positions.
3% more capital invested
Capital invested by funds: $41.3B → $42.6B (+$1.26B)
0% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 55
0.63% less ownership
Funds ownership: 43.77% → 43.14% (-0.63%)
1% less funds holding
Funds holding: 553 → 549 (-4)
5% less repeat investments, than reductions
Existing positions increased: 193 | Existing positions reduced: 204
12% less funds holding in top 10
Funds holding in top 10: 17 → 15 (-2)
20% less call options, than puts
Call options by funds: $770M | Put options by funds: $965M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$253M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$232M |
| 3 |
Zurich Cantonal Bank
Zurich,
Switzerland
|
+$98.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$91.9M |
| 5 |
Goldman Sachs
New York
|
+$89.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
-$399M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$337M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$207M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$192M |
| 5 |
Viking Global Investors
Stamford,
Connecticut
|
-$153M |
UBS Hedge Fund Activity: Q3 2024 in Review
549 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q3 2024, worth a combined $42.6B — up 3% from $41.3B a quarter earlier.
Fund positioning in UBS was balanced in Q3 2024: 55 funds opened new positions, 55 closed out, 193 added to existing stakes and 204 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $253M. The largest seller was UBS AM, cutting an estimated $399M.
- 549 institutional investors held UBS Group (UBS) as of Q3 2024, down from 553 in Q2 2024.
- Funds reported $42.6B of UBS Group stock for Q3 2024, up 3% quarter-over-quarter.
- 55 funds opened new UBS Group positions in Q3 2024 and 55 closed out, a net change of 0 holders.
- The largest UBS Group buyer in Q3 2024 was JP Morgan Chase, an estimated $253M added.
- The largest UBS Group seller in Q3 2024 was UBS AM, an estimated $399M sold.
Based on aggregated 13F filings for Q3 2024.