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UBS Group
UBS

Overview Fund Activity

289 hedge funds and large institutions have $26.1B invested in UBS Group in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 84 increasing their positions, 93 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+31
Holders Change %
+12.02%
% of All Funds
6.56%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
63
Increased
84
Reduced
93
Closed
31
Calls
$170M
Puts
$434M
Net Calls
-$264M
Net Calls Change
+$5.96M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.32B
2
AAMU
Amundi Asset Management US
Massachusetts
$352M
3
Capital Research Global Investors
Capital Research Global Investors
California
$1.67B
4
Neuberger Berman Group
Neuberger Berman Group
New York
$85.3M
5
CLOS
Compagnie Lombard Odier SCmA
Switzerland
$115M

Top Sellers

1
Credit Agricole
Credit Agricole
France
$10.9M
2
Norges Bank
Norges Bank
Norway
$2.34B
3
ED
Exane Derivatives
France
$33.1M
4
CS
Credit Suisse
Switzerland
$1.69B
5
TIM
Thornburg Investment Management
New Mexico
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAS
226
Shine Investment Advisory Services
Colorado
$62K -$5.26K -285 -8%
WT
227
Whittier Trust
California
$62K +$4.77K +260 +8%
PGA
228
Premia Global Advisors
Florida
$58K +$58K +3,186 New
EWM
229
Evercore Wealth Management
New York
$55K – – –
CMO
230
Covenant Multifamily Offices
Texas
$54K +$54K +2,940 New
WAM
231
Wealthspire Advisors (Maryland)
Maryland
$51K -$3.7K -202 -7%
CCM
232
Covington Capital Management
California
$50K – – –
ASN
233
Advisory Services Network
Georgia
$47K +$12.6K +689 +37%
CFG
234
Citizens Financial Group
Rhode Island
$46K -$9.38K -506 -17%
PA
235
Parallel Advisors
California
$46K – – –
FDCDDQ
236
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40.2K +$19.6K +1,065 +95%
HR
237
Howe & Rusling
New York
$40K – – –
SWP
238
Stratos Wealth Partners
Ohio
$39K +$39K +2,130 New
SSB
239
Sandy Spring Bank
Maryland
$38K +$38K +2,049 New
AF
240
Advisornet Financial
Minnesota
$36K +$36K +1,960 New
Bessemer Group
241
Bessemer Group
New Jersey
$32K -$10.3K -558 -24%
VFA
242
Valeo Financial Advisors
Indiana
$32K +$18.7K +1,015 +140%
LFA
243
Legacy Financial Advisors
Kentucky
$30K +$30K +1,649 New
CIBC Private Wealth Group
244
CIBC Private Wealth Group
Georgia
$27K +$27K +1,467 New
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$25K +$2.26K +122 +10%
OFW
246
Omnia Family Wealth
Florida
$23K +$23K +1,226 New
SWM
247
SeaCrest Wealth Management
New York
$23K +$23K +1,265 New
WA
248
Winfield Associates
Ohio
$22K – – –
RWA
249
Ropes Wealth Advisors
Massachusetts
$20K – – –
PWM
250
Paulson Wealth Management
Illinois
$20K +$20K +1,084 New
8 9
10
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