UBS icon

UBS Group
UBS

Overview Fund Activity

319 hedge funds and large institutions have $24.6B invested in UBS Group in 2018 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 103 increasing their positions, 88 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+30
Holders Change %
+10.38%
% of All Funds
7.32%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
69
Increased
103
Reduced
88
Closed
38
Calls
$199M
Puts
$556M
Net Calls
-$357M
Net Calls Change
-$92.9M

Top Buyers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
+$207M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$132M
3
AL
Appaloosa LP
New Jersey
+$122M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$106M
5
Wells Fargo
Wells Fargo
California
+$90.8M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$701M
2
Norges Bank
Norges Bank
Norway
-$255M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$67M
4
CLOS
Compagnie Lombard Odier SCmA
Switzerland
-$59.6M
5
MWA
Marshall Wace Asia
Hong Kong
-$55.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
226
Diligent Investors
California
$177K -$708 -40 -0.4%
Fiera Capital (Canada)
227
Fiera Capital (Canada)
Quebec, Canada
$177K +$177K +10,000 New
HA
228
Harbor Advisors
Florida
$176K – – –
IWP
229
Icon Wealth Partners
Texas
$175K +$5.72K +325 +3%
GT
230
Glenmede Trust
Pennsylvania
$163K – – –
FIB
231
First Interstate Bank
Montana
$155K – – –
JWA
232
JFS Wealth Advisors
Pennsylvania
$124K – – –
QCG
233
Quadrant Capital Group
Ohio
$115K +$17.1K +1,054 +17%
HFP
234
Holistic Financial Partners
Indiana
$98K +$5.4K +305 +6%
HNB
235
Huntington National Bank
Ohio
$92K +$92K +5,234 New
BBA
236
Braun-Bostich & Associates
Pennsylvania
$87K – – –
WPW
237
Winthrop Partners - WNY
New York
$86.7K +$86.7K +5,000 New
AssetMark Inc
238
AssetMark Inc
California
$79K -$15.5K -872 -16%
EFSCE
239
Enterprise Financial Services Corp (EFSC)
Missouri
$68K +$6.97K +396 +11%
OIA
240
OneDigital Investment Advisors
Kansas
$65K – – –
MOS
241
MGO One Seven
Ohio
$60K -$7.44K -423 -11%
WT
242
Whittier Trust
California
$60K – – –
SIAS
243
Shine Investment Advisory Services
Colorado
$59K – – –
PGA
244
Premia Global Advisors
Florida
$56K – – –
CFG
245
Citizens Financial Group
Rhode Island
$53K +$9.49K +541 +22%
WCM
246
Whitener Capital Management
North Carolina
$51K +$33.6K +1,928 +193%
CCM
247
Covington Capital Management
California
$48K – – –
Group One Trading
248
Group One Trading
Illinois
$46K -$69.7K -3,916 -60%
MA
249
MUFG Americas
New York
$45K -$21.8K -1,240 -33%
PCM
250
Penserra Capital Management
California
$45K +$45K +2,600 New
8 9
10
11 12