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148 hedge funds and large institutions have $282M invested in Ubiquiti in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 50 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 50

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.22% less ownership

Funds ownership: 4.24%4.02% (-0.22%)

6% less funds holding

Funds holding: 158148 (-10)

21% less capital invested

Capital invested by funds: $358M → $282M (-$75.3M)

33% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 30

Holders
148
Holders Change
-10
Holders Change %
-6.33%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
54
Reduced
50
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
101
California State Teachers Retirement System (CalSTRS)
California
$48.8K -$32.9K -268 -39%
FG
102
Fairman Group
Pennsylvania
$43.4K
PAS
103
Point72 Asia (Singapore)
Singapore
$39K +$41.3K +337 New
AB
104
Amalgamated Bank
New York
$32K -$13.6K -111 -29%
QCG
105
Quadrant Capital Group
Ohio
$31.5K +$7.11K +58 +27%
Royal London Asset Management
106
Royal London Asset Management
United Kingdom
$30.9K -$123K -1,002 -79%
S
107
SignatureFD
Georgia
$26.1K -$23.3K -190 -46%
MIM
108
MetLife Investment Management
New Jersey
$26.1K +$123 +1 +0.4%
PA
109
Parallel Advisors
California
$21.4K -$4.66K -38 -17%
LC
110
Lindbrook Capital
California
$21K +$3.31K +27 +18%
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$17K +$123 +1 +0.7%
HT
112
Headlands Technologies
Illinois
$16.8K -$18.9K -154 -52%
SIS
113
Sound Income Strategies
Florida
$16.1K
Comerica Bank
114
Comerica Bank
Texas
$12.6K +$4.54K +37 +51%
NECFA
115
New England Capital Financial Advisors
Connecticut
$12.1K +$123 +1 +1%
Russell Investments Group
116
Russell Investments Group
United Kingdom
$10.3K -$245 -2 -2%
NCTC
117
New Covenant Trust Company
Indiana
$9.38K +$9.93K +81 New
TWC
118
TD Waterhouse Canada
Ontario, Canada
$8.77K
SPIA
119
Steward Partners Investment Advisory
New York
$8.74K +$1.59K +13 +21%
GI
120
GAMMA Investing
California
$7.76K +$2.08K +17 +34%
AIG
121
American International Group
New York
$7.3K -$123 -1 -2%
PWMG
122
Private Wealth Management Group
New Jersey
$7.07K +$1.23K +10 +20%
AF
123
Allworth Financial
California
$5.45K -$981 -8 -15%
JWM
124
Janiczek Wealth Management
Colorado
$4.87K
EWA
125
EverSource Wealth Advisors
Alabama
$4.84K -$6.75K -55 -55%

UI Hedge Fund Activity: Q1 2024 in Review

148 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ubiquiti (UI) for Q1 2024, worth a combined $282M — down 21% from $358M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of UI and 20 opened new positions — a net loss of 10 holders — while 50 trimmed existing stakes and 54 added.

The largest buyer was Barclays, adding an estimated $4.45M. The largest seller was Morgan Stanley, cutting an estimated $18.5M.

  • 148 institutional investors held Ubiquiti (UI) as of Q1 2024, down from 158 in Q4 2023.
  • Funds reported $282M of Ubiquiti stock for Q1 2024, down 21% quarter-over-quarter.
  • 20 funds opened new Ubiquiti positions in Q1 2024 and 30 closed out, a net change of -10 holders.
  • The largest Ubiquiti buyer in Q1 2024 was Barclays, an estimated $4.45M added.
  • The largest Ubiquiti seller in Q1 2024 was Morgan Stanley, an estimated $18.5M sold.

Based on aggregated 13F filings for Q1 2024.