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UBS Group
UBS

Overview Fund Activity

357 hedge funds and large institutions have $21.1B invested in UBS Group in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 142 increasing their positions, 113 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
-3
Holders Change %
-0.83%
% of All Funds
6.27%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
38
Increased
142
Reduced
113
Closed
38
Calls
$544M
Puts
$1.08B
Net Calls
-$532M
Net Calls Change
-$129M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$170M
2
Norges Bank
Norges Bank
Norway
+$141M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$110M
4
Vontobel Holding
Vontobel Holding
Switzerland
+$79.8M
5
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
+$50.1M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$146M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$58.4M
3
UBS Group
UBS Group
Switzerland
-$55.7M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$53.5M
5
CBT
Capital Bank & Trust
California
-$41.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
226
Ethic Inc
New York
$282K -$874K -54,859 -76%
BIC
227
Beach Investment Counsel
Pennsylvania
$281K – – –
CG
228
Caprock Group
Idaho
$274K -$76.6K -4,801 -22%
CA
229
Clearstead Advisors
Ohio
$270K +$21.5K +1,345 +9%
QCG
230
Quadrant Capital Group
Ohio
$268K +$40.1K +2,514 +18%
BP
231
Ballentine Partners
Massachusetts
$252K – – –
B
232
Bellecapital
Switzerland
$252K +$17K +1,060 +7%
Prudential Financial
233
Prudential Financial
New Jersey
$251K -$5.07K -310 -2%
PCG
234
Private Capital Group
Connecticut
$243K +$35.4K +2,215 +17%
QTM
235
qPULA Trading Management
New York
$239K +$239K +14,971 New
SRC
236
Sage Rhino Capital
California
$238K +$15.6K +975 +7%
SF
237
Synovus Financial
Georgia
$237K -$371 -23 -0.2%
ICP
238
Interchange Capital Partners
Pennsylvania
$237K – – –
AWM
239
AE Wealth Management
Kansas
$236K -$36.9K -2,316 -14%
JC
240
JB Capital
Connecticut
$236K +$236K +14,788 New
Northwestern Mutual Wealth Management
241
Northwestern Mutual Wealth Management
Wisconsin
$235K +$53.5K +3,359 +30%
CBFP
242
Cedar Brook Financial Partners
Ohio
$225K -$56.4K -3,534 -20%
SA
243
swisspartners Advisors
Switzerland
$225K +$225K +14,000 New
VF
244
Virtu Financial
New York
$224K -$225K -14,095 -50%
BEAM
245
Baker Ellis Asset Management
Washington
$206K – – –
CWP
246
Curated Wealth Partners
California
$206K +$4.68K +293 +2%
PA
247
Pinnacle Associates
New York
$201K – – –
SI
248
Stephens Inc
Arkansas
$198K -$3.03K -190 -2%
GT
249
Glenmede Trust
Pennsylvania
$197K +$63 +4 +0%
CAN
250
Claraphi Advisory Network
United States
$196K – – –
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