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CIK: 0001132716
Total reported value
$2.4B
$2.4B
8 檔
49.0%
As reported in its official Q4 2024 Form 13F filing, OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS's tracked investment portfolio stood at $2.4B with 8 total positions.
In Q4 2024, OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS displayed an active expansion posture, initiating 4 new positions and adding to 1 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HES | Hess CORP | Stock-Other | 29.00% | — | -3.10% | |
| 2 | KEL | Kellanova | Stock-Other | 23.11% | — | -0.27% | |
| 3 | APY1EUR | Championx CORP | Stock-Other | 15.90% | — | +25.75% | |
| 4 | DFSEUR | Discover Financial Services | Stock-Other | 15.31% | — | — | |
| 5 | AKX | Ansys Inc | Stock-Other | 7.51% | — | -16.91% | |
| 6 | BERYEUR | Berry Global Group Inc | Stock-Other | 4.23% | — | — | |
| 7 | USX1 | United States Steel CORP | Stock-Other | 3.54% | — | — | |
| 8 | ESGRP | Enstar Group Limited - Deposita | Stock-Other | 1.41% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFSEUR | Discover Financial Services | +15.3% | NEW | New buy |
| 2 | BERYEUR | Berry Global Group Inc | +4.2% | NEW | New buy |
| 3 | USX1 | United States Steel CORP | +3.5% | NEW | New buy |
| 4 | ESGRP | Enstar Group Limited - Deposita | +1.4% | NEW | New buy |
| 5 | APY1EUR | Championx CORP | -2.5% | +25.75% | Add |
| 6 | AKX | Ansys Inc | -3.7% | -16.91% | Trim |
| 7 | KEL | Kellanova | -7.2% | -0.27% | Trim |
| 8 | HES | Hess CORP | -11.1% | -3.10% | Trim |
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 8 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including HES, KEL, APY1EUR) accounted for 49.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
DFSEUR
市值: $202.1M
Top Position Liquidated / Trimmed
HES
前期市值: $403.5M
During Q4 2024, OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS's top holdings by market value included HES (29.0%)、KEL (23.1%)、APY1EUR (15.9%). The largest single position, HES, represented 29.0% of total portfolio value.
In Q4 2024, OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS made 8 total portfolio adjustments, initiating 4 new buys, adding to 1 positions, trimming 3 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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