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CIK: 0001132716
Total reported value
$2.4B
$2.4B
5 檔
38.0%
During the Q1 2024 filing period, OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (CIK: 0001132716) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.4B across 5 reported positions.
In Q1 2024, OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS displayed an active expansion posture, initiating 5 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HES | Hess CORP | Stock-Other | 48.18% | — | +26.75% | |
| 2 | JNP | Juniper Networks Inc | Stock-Other | 17.65% | — | — | |
| 3 | USX1 | United States Steel CORP | Stock-Other | 16.15% | — | +162.98% | |
| 4 | AKX | Ansys Inc | Stock-Other | 13.18% | — | — | |
| 5 | DFSEUR | Discover Financial Services | Stock-Other | 4.85% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HES | Hess CORP | — | NEW | New buy |
| 2 | JNP | Juniper Networks Inc | — | NEW | New buy |
| 3 | USX1 | United States Steel CORP | — | NEW | New buy |
| 4 | AKX | Ansys Inc | — | NEW | New buy |
| 5 | DFSEUR | Discover Financial Services | — | NEW | New buy |
According to official SEC Form 13F filings, OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS reported a total U.S. public equity portfolio value of $2.4B across 5 disclosed positions in Q1 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including HES, JNP, USX1) accounted for 38.0% of total reported equity market value during Q1 2024.
Top New Position Initiated
HES
市值: $448.0M
During Q1 2024, OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS's top holdings by market value included HES (48.2%)、JNP (17.6%)、USX1 (16.1%). The largest single position, HES, represented 48.2% of total portfolio value.
In Q1 2024, OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS made 5 total portfolio adjustments, initiating 5 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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