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UBS Group
UBS

Overview Fund Activity

250 hedge funds and large institutions have $13.5B invested in UBS Group in 2016 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 84 increasing their positions, 88 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+15
Holders Change %
+6.38%
% of All Funds
6.68%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.21%
New
45
Increased
84
Reduced
88
Closed
26
Calls
$141M
Puts
$96.5M
Net Calls
+$44.2M
Net Calls Change
+$66.2M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$428M
2
UBS Group
2
UBS Group
Switzerland
$1.94B
3
Macquarie Group
3
Macquarie Group
Australia
$116M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$119M
5
CS
5
Credit Suisse
Switzerland
$1.46B

Top Sellers

1
GTP
1
Global Thematic Partners
New York
$0
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$200M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$445M
4
Fidelity International
4
Fidelity International
Bermuda
$216M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$414M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
226
Nisa Investment Advisors
Missouri
$8K +$1.19K +81 +17%
WAM
227
Wealthspire Advisors (Maryland)
Maryland
$8K +$2.35K +180 +42%
LWA
228
Lenox Wealth Advisors
New York
$8K +$8K +592 New
SI
229
Sentry Investments
Ontario, Canada
$7.44K +$21 +1,700 +0.3%
RFA
230
Reilly Financial Advisors
California
$5K -$5.63M -433,405 -100%
FMII
231
Farmers & Merchants Investments Inc
Nebraska
$5K -$831 -60 -14%
NFG
232
Next Financial Group
Texas
$5K +$2.74K +219 +121%
ACS
233
Archford Capital Strategies
Illinois
$4K +$4K +240 New
PMFA
234
Plante Moran Financial Advisors
Michigan
$2K – – –
HIIFS
235
Harel Insurance Investments & Financial Services
Israel
$2K – – –
PFBT
236
Parkside Financial Bank & Trust
Missouri
$2K – – –
BIM
237
BlackRock Investment Management
Delaware
$2K +$2K +133 New
WP
238
WealthPLAN Partners
Nebraska
$1.54K +$1.54K +238 New
FNBT
239
FineMark National Bank & Trust
Florida
$1K – – –
IWM
240
Integrated Wealth Management
California
$1K – – –
WRM
241
Westport Resources Management
Connecticut
$1K – – –
MWP
242
MYCIO Wealth Partners
Pennsylvania
$1K +$1K +60 New
CHC
243
City Holding Co
West Virginia
$1K +$1K +66 New
PCP
244
Proficio Capital Partners
Massachusetts
$1K +$1K +87 New
SCM
245
Southport Capital Management
Tennessee
$1K +$1K +100 New
AT
246
Arden Trust
Delaware
$736 +$24 +1,880 +3%
WEC
247
Winslow Evans & Crocker
Massachusetts
$390 – – –
GTP
248
Global Thematic Partners
New York
– -$166M -10,344,051 Closed
AGA
249
Altrinsic Global Advisors
Connecticut
– -$23.8M -1,469,998 Closed
ZA
250
Zweig Advisers
Connecticut
– -$9.98M -623,000 Closed
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