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UBS Group
UBS

Overview Fund Activity

303 hedge funds and large institutions have $14.4B invested in UBS Group in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 102 increasing their positions, 119 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+3
Holders Change %
+1%
% of All Funds
6.23%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
42
Increased
102
Reduced
119
Closed
38
Calls
$341M
Puts
$571M
Net Calls
-$230M
Net Calls Change
-$50.8M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$337M
2
DZ Bank
DZ Bank
Germany
$228M
3
Norges Bank
Norges Bank
Norway
$1.84B
4
Marshall Wace
Marshall Wace
United Kingdom
$104M
5
Goldman Sachs
Goldman Sachs
New York
$315M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$1.45B
2
Dodge & Cox
Dodge & Cox
California
$1.48B
3
Deutsche Bank
Deutsche Bank
Germany
$237M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$542M
5
Fidelity International
Fidelity International
Bermuda
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
226
First Trust Advisors
Illinois
$139K +$139K +12,023 New
NA
227
NewEdge Advisors
Louisiana
$138K +$138K +11,991 New
CCP
228
Corient Capital Partners
California
$136K -$2.6K -225 -2%
CCIA
229
Campbell & Co Investment Adviser
Maryland
$136K +$136K +11,801 New
Jane Street
230
Jane Street
New York
$135K -$16.8M -1,461,106 -99%
SRC
231
Sage Rhino Capital
California
$135K +$6.34K +550 +5%
SI
232
Stephens Inc
Arkansas
$123K +$6K +520 +5%
JWA
233
JFS Wealth Advisors
Pennsylvania
$121K – – –
Prudential Financial
234
Prudential Financial
New Jersey
$121K +$121K +10,495 New
HighTower Advisors
235
HighTower Advisors
Illinois
$120K -$63.4K -5,392 -35%
CB
236
Commerce Bank
Missouri
$120K -$7.21K -623 -6%
GLA
237
Great Lakes Advisors
Illinois
$117K +$117K +10,159 New
DI
238
Diligent Investors
California
$115K -$3.45K -300 -3%
HA
239
Harbor Advisors
Florida
$115K – – –
ACA
240
Atlas Capital Advisors
Wyoming
$98.4K +$98.4K +8,531 New
CG
241
Cutler Group
California
$97K -$640K -55,800 -87%
PAG
242
Private Advisor Group
New Jersey
$95K +$95K +8,263 New
AF
243
Advisornet Financial
Minnesota
$90K +$5.21K +452 +6%
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$82K +$34.3K +2,986 +72%
HWA
245
HHM Wealth Advisors
Tennessee
$75K – – –
TPCW
246
TD Private Client Wealth
New York
$74K -$1.15K -100 -2%
CAN
247
Cetera Advisor Networks
California
$68K +$68K +5,912 New
HNB
248
Huntington National Bank
Ohio
$63K -$5.54K -479 -8%
KWM
249
Keebeck Wealth Management
Illinois
$57K +$57K +5,000 New
APA
250
American Portfolios Advisors
New York
$51.6K -$8.63K -748 -14%
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