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UBS Group
UBS

Overview Fund Activity

327 hedge funds and large institutions have $15.3B invested in UBS Group in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 119 increasing their positions, 102 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+12
Holders Change %
+3.81%
% of All Funds
7.09%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
50
Increased
119
Reduced
102
Closed
34
Calls
$255M
Puts
$536M
Net Calls
-$282M
Net Calls Change
-$16.6M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
$368M
2
Fidelity International
Fidelity International
Bermuda
$50.7M
3
Russell Investments Group
Russell Investments Group
United Kingdom
$66.9M
4
Fisher Asset Management
Fisher Asset Management
Washington
$623M
5
O
Ossiam
France
$23.1M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$75.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$640M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$165M
4
DZ Bank
DZ Bank
Germany
$8.42M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$399M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
226
Diligent Investors
California
$131K – – –
LC
227
Loews Corp
New York
$129K – – –
IWP
228
Icon Wealth Partners
Texas
$125K +$125K +10,340 New
Boston Partners
229
Boston Partners
Massachusetts
$125K +$125K +10,347 New
HA
230
Harbor Advisors
Florida
$121K +$121K +10,000 New
AIM
231
Assured Investment Management
New York
$116K +$116K +9,594 New
JWA
232
JFS Wealth Advisors
Pennsylvania
$115K +$10.2K +840 +10%
CAM
233
Cresset Asset Management
Illinois
$112K +$12.6K +1,038 +13%
FIB
234
First Interstate Bank
Montana
$107K – – –
S
235
SignatureFD
Georgia
$106K -$76.8K -6,342 -42%
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$105K +$52.9K +4,386 +102%
FDCDDQ
237
Federation des caisses Desjardins du Quebec
Quebec, Canada
$101K – – –
CIAS
238
Capital Investment Advisory Services
North Carolina
$75K +$24.1K +2,000 +47%
PA
239
Parallel Advisors
California
$62K +$11.2K +919 +22%
WPW
240
Winthrop Partners - WNY
New York
$61.6K – – –
TRCT
241
Tower Research Capital (TRC)
New York
$60K +$53.3K +4,434 +799%
VFA
242
Valeo Financial Advisors
Indiana
$51K +$44.7K +3,719 +711%
CFG
243
Citizens Financial Group
Rhode Island
$50K +$20.9K +1,713 +72%
EFSCE
244
Enterprise Financial Services Corp (EFSC)
Missouri
$49K +$12.2K +1,016 +33%
WT
245
Whittier Trust
California
$48K -$3.14K -260 -6%
CBT
246
Capital Bank & Trust
California
$46K – – –
BBA
247
Braun-Bostich & Associates
Pennsylvania
$43K – – –
SIAS
248
Shine Investment Advisory Services
Colorado
$42K +$1.64K +137 +4%
CMO
249
Covenant Multifamily Offices
Texas
$38K +$38K +3,127 New
PGA
250
Premia Global Advisors
Florida
$38K +$38K +3,186 New
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