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Ubiquiti

162 hedge funds and large institutions have $350M invested in Ubiquiti in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 24

24% more capital invested

Capital invested by funds: $282M → $350M (+$67.3M)

9% more funds holding

Funds holding: 148162 (+14)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.05% less ownership

Funds ownership: 4.02%3.97% (-0.05%)

10% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 51

Holders
162
Holders Change
+14
Holders Change %
+9.46%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
39
Increased
46
Reduced
51
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NECFA
126
New England Capital Financial Advisors
Connecticut
$15.3K
CAL
127
Capital Advisors Ltd
Ohio
$12K +$9.63K +75 +1,875%
AF
128
Allworth Financial
California
$11.9K +$3.21K +25 +53%
PTC
129
Private Trust Company
Ohio
$11.7K +$10.3K +80 New
TWC
130
TD Waterhouse Canada
Ontario, Canada
$11.1K
SPIA
131
Steward Partners Investment Advisory
New York
$11K +$128 +1 +1%
PWMG
132
Private Wealth Management Group
New Jersey
$10.9K +$1.8K +14 +23%
IA
133
IFP Advisors
Florida
$10.9K +$9.63K +75 New
FP
134
Financial Perspectives
Minnesota
$9.76K +$8.6K +67 New
Comerica Bank
135
Comerica Bank
Texas
$9.32K -$5.78K -45 -41%
EWA
136
EverSource Wealth Advisors
Alabama
$8.35K
CF
137
Corebridge Financial
Texas
$8.01K +$7.06K +55 New
Jones Financial Companies
138
Jones Financial Companies
Missouri
$7.32K +$6.42K +50 New
GI
139
GAMMA Investing
California
$6.41K -$2.95K -23 -34%
CIBC Private Wealth Group
140
CIBC Private Wealth Group
Georgia
$5.15K
Russell Investments Group
141
Russell Investments Group
United Kingdom
$5.1K -$6.93K -54 -61%
PMAM
142
Picton Mahoney Asset Management
Ontario, Canada
$5K +$4.88K +38 New
HNB
143
Huntington National Bank
Ohio
$4.95K
SAM
144
Smartleaf Asset Management
Massachusetts
$3.87K +$1.28K +10 +59%
N
145
Natixis
France
$3.64K
AF
146
Aviso Financial
Ontario, Canada
$3.63K +$3.21K +25 New
VWM
147
Venturi Wealth Management
Texas
$3.21K +$2.82K +22 New
SSB
148
Sandy Spring Bank
Maryland
$3.06K +$2.69K +21 New
JWA
149
JFS Wealth Advisors
Pennsylvania
$2.33K
S
150
Sachetta
Massachusetts
$2.3K +$898 +7 +117%

UI Hedge Fund Activity: Q2 2024 in Review

162 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ubiquiti (UI) for Q2 2024, worth a combined $350M — up 24% from $282M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new UI positions and 24 closed out — a net gain of 15 holders — while 46 added to existing stakes and 51 trimmed.

The largest buyer was Millennium Management, adding an estimated $3.47M. The largest seller was Barclays, cutting an estimated $4.65M.

  • 162 institutional investors held Ubiquiti (UI) as of Q2 2024, up from 148 in Q1 2024.
  • Funds reported $350M of Ubiquiti stock for Q2 2024, up 24% quarter-over-quarter.
  • 39 funds opened new Ubiquiti positions in Q2 2024 and 24 closed out, a net change of +15 holders.
  • The largest Ubiquiti buyer in Q2 2024 was Millennium Management, an estimated $3.47M added.
  • The largest Ubiquiti seller in Q2 2024 was Barclays, an estimated $4.65M sold.

Based on aggregated 13F filings for Q2 2024.