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UBS Group
UBS

Overview Fund Activity

258 hedge funds and large institutions have $23.3B invested in UBS Group in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 101 increasing their positions, 77 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
-2
Holders Change %
-0.77%
% of All Funds
6.44%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
32
Increased
101
Reduced
77
Closed
30
Calls
$154M
Puts
$424M
Net Calls
-$270M
Net Calls Change
-$54.5M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$680M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.64B
3
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$658M
4
Franklin Resources
Franklin Resources
California
$1.07B
5
ED
Exane Derivatives
France
$68.1M

Top Sellers

1
Invesco
Invesco
Georgia
$523M
2
CS
Credit Suisse
Switzerland
$1.61B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$605M
4
UBS Group
UBS Group
Switzerland
$2.39B
5
BIP
Brandes Investment Partners
California
$73.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TDC
226
Thompson Davis & Co
Virginia
$28K -$2.89K -170 -9%
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$21K +$3.9K +228 +23%
SFSIG
228
San Francisco Sentry Investment Group
California
$20K – – –
WA
229
Winfield Associates
Ohio
$20K – – –
FDCDDQ
230
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.2K – – –
TCOV
231
Trust Company of Vermont
Vermont
$19K – – –
RWA
232
Ropes Wealth Advisors
Massachusetts
$19K – – –
HNB
233
Huntington National Bank
Ohio
$16K -$33.2K -1,958 -67%
PCP
234
Proficio Capital Partners
Massachusetts
$16K +$123 +7 +0.8%
CCM
235
Causeway Capital Management
California
$15K – – –
AFNAS
236
American Financial Network Advisory Services
California
$15K +$15K +899 New
SQA
237
Simon Quick Advisors
New Jersey
$14K – – –
NIT
238
NumerixS Investment Technologies
British Columbia, Canada
$14K +$14K +800 New
BBHC
239
Brown Brothers Harriman & Co
New York
$13K -$18.3K -1,091 -58%
FHA
240
First Horizon Advisors
Tennessee
$13K -$13.5K -791 -51%
LWA
241
Lenox Wealth Advisors
New York
$12K +$12K +672 New
VFA
242
Valeo Financial Advisors
Indiana
$12K +$12K +723 New
CPIG
243
Chicago Partners Investment Group
Illinois
$11K +$11K +660 New
TRCT
244
Tower Research Capital (TRC)
New York
$10K +$4.67K +280 +88%
CHP
245
Cable Hill Partners
Oregon
$10K +$10K +564 New
AF
246
Allworth Financial
California
$7K +$7K +410 New
DVM
247
Dreman Value Management
Florida
$6K – – –
CTC
248
Central Trust Company
Missouri
$5K – – –
WTC
249
WhitTier Trust Company
Nevada
$5K +$5K +269 New
FCB
250
First Command Bank
Texas
$4K +$4K +209 New
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