Ubiquiti
166 hedge funds and large institutions have $1.14B invested in Ubiquiti in 2013 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 58 increasing their positions, 42 reducing their positions, and 23 closing their positions.
161% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 23
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
55% more capital invested
Capital invested by funds: $734M → $1.14B (+$406M)
38% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 42
29% more funds holding
Funds holding: 129 → 166 (+37)
4% more call options, than puts
Call options by funds: $21.6M | Put options by funds: $20.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$63.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$42M |
| 3 |
NAP
New Amsterdam Partners
New York
|
+$31.6M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$28.9M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$21.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SP
Summit Partners
Boston,
Massachusetts
|
-$99.5M |
| 2 |
RIM
RS Investment Management
San Francisco,
California
|
-$25.4M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$13.1M |
| 4 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
-$11.3M |
| 5 |
Morgan Stanley
New York
|
-$10.1M |
UI Hedge Fund Activity: Q4 2013 in Review
166 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Ubiquiti (UI) for Q4 2013, worth a combined $1.14B — up 55% from $734M a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new UI positions and 23 closed out — a net gain of 37 holders — while 58 added to existing stakes and 42 trimmed.
The largest buyer was Bank of America, adding an estimated $63.3M. The largest seller was Summit Partners, cutting an estimated $99.5M.
- 166 institutional investors held Ubiquiti (UI) as of Q4 2013, up from 129 in Q3 2013.
- Funds reported $1.14B of Ubiquiti stock for Q4 2013, up 55% quarter-over-quarter.
- 60 funds opened new Ubiquiti positions in Q4 2013 and 23 closed out, a net change of +37 holders.
- The largest Ubiquiti buyer in Q4 2013 was Bank of America, an estimated $63.3M added.
- The largest Ubiquiti seller in Q4 2013 was Summit Partners, an estimated $99.5M sold.
Based on aggregated 13F filings for Q4 2013.