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UBS Group
UBS

Overview Fund Activity

312 hedge funds and large institutions have $22.9B invested in UBS Group in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 95 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+13
Holders Change %
+4.35%
% of All Funds
7.14%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
47
Increased
119
Reduced
95
Closed
33
Calls
$288M
Puts
$793M
Net Calls
-$505M
Net Calls Change
-$241M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$1.67B
2
Capital World Investors
2
Capital World Investors
California
$331M
3
GQG Partners
3
GQG Partners
Florida
$159M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$668M
5
Franklin Resources
5
Franklin Resources
California
$1.24B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$663M
2
Norges Bank
2
Norges Bank
Norway
$1.56B
3
Deutsche Bank
3
Deutsche Bank
Germany
$417M
4
CS
4
Credit Suisse
Switzerland
$1.47B
5
AL
5
Appaloosa LP
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
226
JFS Wealth Advisors
Pennsylvania
$127K – – –
QCG
227
Quadrant Capital Group
Ohio
$117K +$8.39K +610 +8%
TPWA
228
TRUE Private Wealth Advisors
Oregon
$107K +$107K +6,793 New
Bessemer Group
229
Bessemer Group
New Jersey
$89K +$68K +4,295 +324%
HNB
230
Huntington National Bank
Ohio
$86K +$18.1K +1,149 +27%
WPW
231
Winthrop Partners - WNY
New York
$78.9K – – –
BBA
232
Braun-Bostich & Associates
Pennsylvania
$78K – – –
PCG
233
Private Capital Group
Connecticut
$72K +$3.36K +216 +5%
WT
234
Whittier Trust
California
$67K +$13.5K +854 +25%
AssetMark Inc
235
AssetMark Inc
California
$62K -$2.92K -186 -5%
ZB
236
Zions Bancorporation
Utah
$62K +$7.21K +461 +13%
WAM
237
Wealthspire Advisors (Maryland)
Maryland
$60K +$29.2K +1,857 +95%
EFSCE
238
Enterprise Financial Services Corp (EFSC)
Missouri
$56K – – –
SIAS
239
Shine Investment Advisory Services
Colorado
$53K – – –
VFA
240
Valeo Financial Advisors
Indiana
$51K -$204 -15 -0.4%
CFG
241
Citizens Financial Group
Rhode Island
$51K +$6.64K +424 +15%
WWM
242
Willingdon Wealth Management
North Carolina
$49K +$11.9K +755 +32%
FHA
243
Flagship Harbor Advisors
Massachusetts
$44K -$3.88K -250 -8%
CCM
244
Covington Capital Management
California
$43K – – –
PA
245
Parallel Advisors
California
$43K +$8.92K +566 +26%
FHB
246
First Hawaiian Bank
Hawaii
$43K +$43K +2,726 New
MA
247
MUFG Americas
New York
$42K -$1.39K -88 -3%
PCM
248
Penserra Capital Management
California
$39K -$13.1K -843 -25%
AWM
249
Avior Wealth Management
Nebraska
$38K +$38K +2,400 New
SFM
250
Signet Financial Management
New Jersey
$33K – – –
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10
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