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UBS Group
UBS

Overview Fund Activity

260 hedge funds and large institutions have $22.7B invested in UBS Group in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 106 increasing their positions, 83 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+12
Holders Change %
+4.84%
% of All Funds
6.49%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
35
Increased
106
Reduced
83
Closed
22
Calls
$134M
Puts
$349M
Net Calls
-$215M
Net Calls Change
-$71.5M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.72B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.39B
3
CS
Credit Suisse
Switzerland
$1.69B
4
Franklin Resources
Franklin Resources
California
$981M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.46B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.47B
2
Bank of America
Bank of America
North Carolina
$116M
3
MME
Meag Munich Ergo
Germany
$0
4
Goldman Sachs
Goldman Sachs
New York
$266M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$688M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
226
Financial Architects (New Jersey)
New Jersey
$42K +$42K +2,500 New
ASN
227
Advisory Services Network
Georgia
$32K – – –
BBHC
228
Brown Brothers Harriman & Co
New York
$32K +$32K +1,866 New
TDC
229
Thompson Davis & Co
Virginia
$31K +$511 +30 +2%
PG
230
PEAK6 Group
Illinois
$27K -$17.1K -1,007 -39%
NA
231
NewEdge Advisors
Louisiana
$26.9K +$26.9K +1,532 New
FHA
232
First Horizon Advisors
Tennessee
$26K +$903 +54 +4%
Bessemer Group
233
Bessemer Group
New Jersey
$24K -$593K -34,630 -96%
ZB
234
Zions Bancorporation
Utah
$23K -$8.55K -511 -27%
WA
235
Winfield Associates
Ohio
$20K +$1.79K +105 +10%
SFSIG
236
San Francisco Sentry Investment Group
California
$20K +$20K +1,162 New
FDCDDQ
237
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.1K – – –
RWA
238
Ropes Wealth Advisors
Massachusetts
$19K – – –
TCOV
239
Trust Company of Vermont
Vermont
$19K – – –
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
PCP
241
Proficio Capital Partners
Massachusetts
$16K +$177 +10 +1%
CCM
242
Causeway Capital Management
California
$15K -$6.67M -379,943 -100%
SQA
243
Simon Quick Advisors
New Jersey
$14K – – –
WIM
244
Westside Investment Management
California
$13K – – –
DVM
245
Dreman Value Management
Florida
$6K +$6K +342 New
Lazard Asset Management
246
Lazard Asset Management
New York
$5K -$3.04K -186 -38%
TRCT
247
Tower Research Capital (TRC)
New York
$5K +$1.23K +79 +33%
CTC
248
Central Trust Company
Missouri
$5K +$5K +277 New
AAP
249
Arax Advisory Partners
Colorado
$3K – – –
GBT
250
Grove Bank & Trust
Florida
$3K – – –
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10
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