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UBS Group
UBS

Overview Fund Activity

299 hedge funds and large institutions have $20.9B invested in UBS Group in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 111 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
-20
Holders Change %
-6.27%
% of All Funds
6.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
31
Increased
96
Reduced
111
Closed
47
Calls
$227M
Puts
$491M
Net Calls
-$264M
Net Calls Change
+$92.6M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$526M
2
CS
Credit Suisse
Switzerland
$1.54B
3
Goldman Sachs
Goldman Sachs
New York
$299M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.49B
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.45B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.51B
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.09B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$502M
4
AAMU
Amundi Asset Management US
Massachusetts
$208M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
226
Valeo Financial Advisors
Indiana
$58K +$32.2K +2,089 +125%
EFSCE
227
Enterprise Financial Services Corp (EFSC)
Missouri
$55K -$4.17K -272 -7%
ZB
228
Zions Bancorporation
Utah
$54K +$54K +3,503 New
OIA
229
OneDigital Investment Advisors
Kansas
$52K -$4.21K -275 -7%
SIAS
230
Shine Investment Advisory Services
Colorado
$52K – – –
WT
231
Whittier Trust
California
$52K – – –
PCM
232
Penserra Capital Management
California
$51K +$11.5K +755 +29%
FHA
233
Flagship Harbor Advisors
Massachusetts
$47K +$47K +3,082 New
CFG
234
Citizens Financial Group
Rhode Island
$44K -$2.95K -190 -6%
CCM
235
Covington Capital Management
California
$42K – – –
MA
236
MUFG Americas
New York
$42K +$2.73K +178 +7%
SIS
237
Sound Income Strategies
Florida
$41K +$33.3K +2,162 +432%
WWM
238
Willingdon Wealth Management
North Carolina
$36K +$29.1K +1,895 +424%
PA
239
Parallel Advisors
California
$33K -$5.22K -342 -14%
SFM
240
Signet Financial Management
New Jersey
$32K – – –
WAM
241
Wealthspire Advisors (Maryland)
Maryland
$30K +$1.73K +113 +6%
ASN
242
Advisory Services Network
Georgia
$27K – – –
AF
243
Advisornet Financial
Minnesota
$26K +$10.6K +677 +68%
BWM
244
Baystate Wealth Management
Massachusetts
$24K +$925 +63 +4%
AAP
245
Arax Advisory Partners
Colorado
$24K +$17.1K +1,123 +248%
CIBC Private Wealth Group
246
CIBC Private Wealth Group
Georgia
$23K – – –
AA
247
Apriem Advisors
California
$23K +$23K +1,500 New
AWM
248
AllSquare Wealth Management
New York
$22K +$22K +1,430 New
BGIM
249
Brandywine Global Investment Management
Pennsylvania
$22K +$22K +1,461 New
LWA
250
Lenox Wealth Advisors
New York
$21K -$14.7K -975 -41%
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