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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
CCIA
151
Campbell & Co Investment Adviser
Maryland
– -$1.53M -10,979 Closed
IG
152
ING Group
Netherlands
– -$1.47M -10,500 Closed
WC
153
Weil Company
California
– -$581K -4,161 Closed
GCP
154
GSA Capital Partners
United Kingdom
– -$464K -3,328 Closed
MG
155
Marex Group
– -$429K -3,072 Closed
PMAM
156
Picton Mahoney Asset Management
Ontario, Canada
– -$424K -3,030 Closed
EP
157
Edgestream Partners
New Jersey
– -$421K -3,018 Closed
LCM
158
Landscape Capital Management
New Jersey
– -$414K -2,966 Closed
QT
159
Quantbot Technologies
New York
– -$303K -2,172 Closed
HF
160
HRT Financial
New York
– -$288K -2,068 Closed
Sumitomo Mitsui Trust Group
161
Sumitomo Mitsui Trust Group
Japan
– -$231K -1,652 Closed
VOYA Investment Management
162
VOYA Investment Management
Georgia
– -$225K -1,613 Closed
CAM
163
Cresset Asset Management
Illinois
– -$216K -1,547 Closed
IWC
164
Integrated Wealth Concepts
Massachusetts
– -$209K -1,500 Closed
CS
165
Credit Suisse
Switzerland
– -$204K -1,465 Closed
DA
166
Denali Advisors
California
– -$57.4K -411 Closed
RA
167
Rise Advisors
New York
– -$19.7K -141 Closed
ASN
168
Advisory Services Network
Georgia
– -$17.7K -127 Closed
TWM
169
Tradition Wealth Management
Minnesota
– -$10K -75 Closed
CAL
170
Capital Advisors Ltd
Ohio
– -$7.6K -62 -94%
CA
171
Centerpoint Advisors
Massachusetts
– -$5K -35 Closed
GWS
172
Glassman Wealth Services
Virginia
– -$4.75K -34 Closed
FDCDDQ
173
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$2.79K -20 Closed
VCM
174
Versant Capital Management
Arizona
– -$2.23K -16 Closed
PTC
175
Private Trust Company
Ohio
– -$558 -4 Closed
4 5 6
7
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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.