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Ubiquiti

181 hedge funds and large institutions have $1.66B invested in Ubiquiti in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 44 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 19

12% more funds holding

Funds holding: 161181 (+20)

5% more capital invested

Capital invested by funds: $1.58B → $1.66B (+$80.7M)

3.08% less ownership

Funds ownership: 29.62%26.54% (-3.1%)

14% less call options, than puts

Call options by funds: $261M | Put options by funds: $303M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

33% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 66

Holders
181
Holders Change
+20
Holders Change %
+12.42%
% of All Funds
4.14%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
39
Increased
44
Reduced
66
Closed
19
Calls
$261M
Puts
$303M
Net Calls
-$42.3M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
26
Paloma Partners
Connecticut
$9.61M +$8.89M +113,401 New
Bank of America
27
Bank of America
North Carolina
$9.05M +$704K +8,986 +9%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$8.24M +$1.01M +12,932 +15%
Morgan Stanley
29
Morgan Stanley
New York
$8.23M -$35M -446,356 -82%
BCM
30
BlueCrest Capital Management
Jersey
$7.71M +$6.83M +87,111 +2,212%
Squarepoint
31
Squarepoint
New York
$7.09M +$6.56M +83,690 New
TCIM
32
TIAA CREF Investment Management
New York
$6.89M +$2.08M +26,513 +48%
SG Americas Securities
33
SG Americas Securities
New York
$6.72M +$5.93M +75,672 +2,105%
Barclays
34
Barclays
United Kingdom
$6.59M +$3.51M +44,736 +135%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$5.73M -$138K -1,755 -3%
WC
36
Woodstock Corp
Massachusetts
$5.51M
LIM
37
Lagoda Investment Management
New York
$5.44M -$719K -9,172 -13%
AIM
38
Assured Investment Management
New York
$5.38M +$4.98M +63,542 New
Stifel Financial
39
Stifel Financial
Missouri
$5.28M +$236K +3,006 +5%
TA
40
Teachers Advisors
New York
$4.9M +$1.3M +16,600 +40%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$4.7M -$1.79M -22,894 -29%
First Trust Advisors
42
First Trust Advisors
Illinois
$4.64M +$513K +6,543 +14%
VLKIM
43
Van Lanschot Kempen Investment Management
Netherlands
$4.53M -$1.9M -24,300 -31%
SIC
44
Salem Investment Counselors
North Carolina
$4.46M -$8.62K -110 -0.2%
JP Morgan Chase
45
JP Morgan Chase
New York
$4.42M +$3.48M +44,374 +573%
GAM
46
GVO Asset Management
Switzerland
$4.36M +$1.07M +13,700 +36%
Voloridge Investment Management
47
Voloridge Investment Management
Florida
$4.23M +$3.91M +49,936 New
CIC
48
Carnegie Investment Counsel
Ohio
$4.2M +$158K +2,015 +4%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$3.96M +$862K +11,000 +31%
DSI
50
Daiwa SB Investments
Japan
$3.9M +$1.32M +16,815 +58%

UI Hedge Fund Activity: Q2 2018 in Review

181 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Ubiquiti (UI) for Q2 2018, worth a combined $1.66B — up 5.1% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new UI positions and 19 closed out — a net gain of 20 holders — while 44 added to existing stakes and 66 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $14.2M. The largest seller was EdgePoint Investment Group, cutting an estimated $157M.

  • 181 institutional investors held Ubiquiti (UI) as of Q2 2018, up from 161 in Q1 2018.
  • Funds reported $1.66B of Ubiquiti stock for Q2 2018, up 5.1% quarter-over-quarter.
  • 39 funds opened new Ubiquiti positions in Q2 2018 and 19 closed out, a net change of +20 holders.
  • The largest Ubiquiti buyer in Q2 2018 was Millennium Management, an estimated $14.2M added.
  • The largest Ubiquiti seller in Q2 2018 was EdgePoint Investment Group, an estimated $157M sold.

Based on aggregated 13F filings for Q2 2018.