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UBS Group
UBS

Overview Fund Activity

346 hedge funds and large institutions have $18.4B invested in UBS Group in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 143 increasing their positions, 96 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+1
Holders Change %
+0.29%
% of All Funds
6.09%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
47
Increased
143
Reduced
96
Closed
44
Calls
$383M
Puts
$619M
Net Calls
-$236M
Net Calls Change
-$93.5M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$743M
2
GQG Partners
GQG Partners
Florida
$114M
3
CS
Credit Suisse
Switzerland
$1.81B
4
Russell Investments Group
Russell Investments Group
United Kingdom
$135M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$98.4M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$2.42B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$259M
3
Dodge & Cox
Dodge & Cox
California
$1.38B
4
SCCM
Schafer Cullen Capital Management
New York
$0
5
Marshall Wace
Marshall Wace
United Kingdom
$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCG
226
Opus Capital Group
Ohio
$255K -$25.5K -1,641 -9%
Commonwealth Equity Services
227
Commonwealth Equity Services
Massachusetts
$246K +$7.11K +459 +3%
CA
228
Clearstead Advisors
Ohio
$242K – – –
Prudential Financial
229
Prudential Financial
New Jersey
$242K +$27.2K +1,755 +13%
BP
230
Ballentine Partners
Massachusetts
$241K – – –
CAG
231
Csenge Advisory Group
Florida
$239K -$43.7K -2,700 -15%
CCP
232
Corient Capital Partners
California
$236K +$24.9K +1,606 +12%
AWM
233
AE Wealth Management
Kansas
$234K -$46.6K -3,001 -17%
QCG
234
Quadrant Capital Group
Ohio
$234K +$31.2K +2,004 +15%
SF
235
Synovus Financial
Georgia
$231K -$1.57M -100,861 -87%
B
236
Bellecapital
Switzerland
$226K -$6.6K -427 -3%
AIC
237
Ameritas Investment Company
Nebraska
$220K +$220K +14,147 New
SA
238
swisspartners Advisors
Switzerland
$217K – – –
SRC
239
Sage Rhino Capital
California
$198K +$8.73K +561 +5%
NA
240
NewEdge Advisors
Louisiana
$198K +$12.7K +817 +7%
MIS
241
Morningstar Investment Services
Illinois
$197K +$22.2K +1,421 +13%
SI
242
Stephens Inc
Arkansas
$195K +$32.7K +2,108 +20%
CFB
243
Cullen/Frost Bankers
Texas
$193K -$441K -28,380 -70%
CAN
244
Claraphi Advisory Network
United States
$190K -$5.43K -350 -3%
RWM
245
Ritholtz Wealth Management
New York
$185K +$185K +11,896 New
KWA
246
KCS Wealth Advisory
California
$183K +$183K +11,776 New
X
247
Xponance
Pennsylvania
$180K +$180K +11,562 New
BCM
248
Blume Capital Management
California
$179K -$21.8K -1,400 -11%
EI
249
Ellevest Inc
New York
$178K +$43.4K +2,800 +32%
CAM
250
Cresset Asset Management
Illinois
$178K +$178K +11,497 New
8 9
10
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