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CIK: 0001132716
Total reported value
$2.4B
$2.4B
2 檔
23.2%
As reported in its official Q2 2024 Form 13F filing, OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS's tracked investment portfolio stood at $2.4B with 2 total positions.
In Q2 2024, OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS adopted a defensive or profit-taking posture, trimming 0 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HES | Hess CORP | +31.3% | +4.30% | Add |
| 2 | AKX | Ansys Inc | +7.3% | +2.50% | Add |
| 3 | DFSEUR | Discover Financial Services | -4.8% | EXIT | Sold out |
| 4 | USX1 | United States Steel CORP | -16.2% | EXIT | Sold out |
| 5 | JNP | Juniper Networks Inc | -17.7% | EXIT | Sold out |
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 2 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including HES, AKX) accounted for 23.2% of total reported equity market value during Q2 2024.
Top Position Liquidated / Trimmed
JNP
前期市值: $164.1M
During Q2 2024, OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS's top holdings by market value included HES (79.5%)、AKX (20.5%). The largest single position, HES, represented 79.5% of total portfolio value.
In Q2 2024, OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS made 5 total portfolio adjustments, initiating 0 new buys, adding to 2 positions, trimming 0 holdings, and fully liquidating 3 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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