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Ubiquiti
UI

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: 1 → 1 (0)

0.22% less ownership

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

6% less funds holding

Funds holding: 158 → 148 (-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
–

Top Buyers

1
Barclays
Barclays
United Kingdom
+$4.45M
2
Millennium Management
Millennium Management
New York
+$3.84M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$3.73M
4
Bank of America
Bank of America
North Carolina
+$3.51M
5
Citadel Advisors
Citadel Advisors
Florida
+$3.22M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$18.5M
2
PCM
Penserra Capital Management
California
-$5.7M
3
Renaissance Technologies
Renaissance Technologies
New York
-$4.28M
4
SIM
SW Investment Management
Colorado
-$3.68M
5
Invesco
Invesco
Georgia
-$2.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
126
Parkside Financial Bank & Trust
Missouri
$4.52K +$1.96K +16 +70%
HNB
127
Huntington National Bank
Ohio
$3.94K -$1.59K -13 -28%
CIBC Private Wealth Group
128
CIBC Private Wealth Group
Georgia
$3.92K +$4.17K +34 New
CA
129
CoreCap Advisors
Michigan
$3.59K +$3.8K +31 New
LWANC
130
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.9K – – –
N
131
Natixis
France
$2.9K – – –
CQS
132
Credential Qtrade Securities
$2.9K – – –
SAM
133
Smartleaf Asset Management
Massachusetts
$1.97K +$2.08K +17 New
JWA
134
JFS Wealth Advisors
Pennsylvania
$1.85K +$1.72K +14 +700%
AEPWM
135
Atlantic Edge Private Wealth Management
Florida
$1.16K – – –
GRP
136
Global Retirement Partners
California
$1.16K – – –
FMP
137
Financial Management Professionals
Texas
$1K – – –
S
138
Sachetta
Massachusetts
$838 – – –
FFA
139
Farther Finance Advisors
California
$806 +$245 +2 +40%
PS
140
Principal Securities
Iowa
$695 +$736 +6 New
BIA
141
Bell Investment Advisors
California
$580 – – –
BGAI
142
Bruce G. Allen Investments
Colorado
$579 – – –
SS
143
Sunbelt Securities
Texas
$579 – – –
WIM
144
Westside Investment Management
California
$575 – – –
Allspring Global Investments
145
Allspring Global Investments
North Carolina
$463 -$1.84K -15 -79%
TFM
146
TFC Financial Management
Massachusetts
$348 – – –
First Manhattan
147
First Manhattan
New York
$231 – – –
PCM
148
Penserra Capital Management
California
– -$5.7M -40,833 Closed
TI
149
Tidal Investments
Wisconsin
– -$2.26M -16,211 Closed
BNP Paribas Asset Management
150
BNP Paribas Asset Management
France
– -$1.95M -13,972 Closed
4 5
6
7 8

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.