UOC
CMA

UBS O'Connor’s Comerica CMA Stock Holding History

UBS O'Connor’s Portfolio CMA Stock Details CMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$288M Buy
+3,311,960
New +$267M 7.66% 3
2018
Q3 		– Sell
-110,000
Closed -$10M – 287
2018
Q2 		$10M Buy
110,000
+10,000
+10% +$958K 0.2% 75
2018
Q1 		$9.59M Buy
+100,000
New +$9.54M 0.18% 66
2017
Q4 		– Sell
-100,000
Closed -$7.63M – 307
2017
Q3 		$7.63M Buy
100,000
+8,283
+9% +$593K 0.11% 155
2017
Q2 		$6.72M Buy
+91,717
New +$6.44M 0.11% 157
2017
Q1 		– Sell
-96,198
Closed -$6.55M – 419
2016
Q4 		$6.55M Buy
96,198
+75,875
+373% +$4.45M 0.13% 192
2016
Q3 		$962K Buy
+20,323
New +$921K 0.01% 364
2015
Q1 		– Sell
-268,063
Closed -$12M – 775
2014
Q4 		$12.6M Buy
268,063
+123,146
+85% +$5.78M 0.22% 119
2014
Q3 		$7.23M Buy
+144,917
New +$7.27M 0.12% 181

Other funds holding CMA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS O'Connor's CMA Position: Q4 2025 in Review

UBS O'Connor opened a new position in Comerica (CMA) in Q4 2025: 3,311,960 shares worth $288M. The stake represents 7.66% of the portfolio and ranks #3 among its holdings. This is a return to the name: UBS O'Connor previously reported a position in CMA as recently as Q2 2018.

UBS O'Connor first reported a position in CMA in Q3 2014 and has held it in 9 quarters since. 570 funds tracked by Wall St. Rank hold CMA as of Q4 2025.

  • UBS O'Connor held 3,311,960 shares of Comerica worth $288M as of Q4 2025.
  • Comerica was a new UBS O'Connor position in Q4 2025.
  • Comerica made up 7.66% of UBS O'Connor's portfolio in Q4 2025, its #3 holding.
  • UBS O'Connor first reported a position in Comerica in Q3 2014 and has held it in 9 quarters since.
  • 570 funds tracked by Wall St. Rank held Comerica as of Q4 2025.

Based on UBS O'Connor's 13F filing for Q4 2025, filed 13 Feb 2026.