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UBS Group
UBS

Overview Fund Activity

375 hedge funds and large institutions have $26.5B invested in UBS Group in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 119 increasing their positions, 142 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+8
Holders Change %
+2.18%
% of All Funds
5.93%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
55
Increased
119
Reduced
142
Closed
44
Calls
$501M
Puts
$782M
Net Calls
-$280M
Net Calls Change
+$342M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$2.84B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.15B
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$185M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$189M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.8B

Top Sellers

1
UBS Group
UBS Group
Switzerland
$2.3B
2
Barclays
Barclays
United Kingdom
$0
3
Capital International Investors
Capital International Investors
California
$183M
4
Goldman Sachs
Goldman Sachs
New York
$541M
5
DZ Bank
DZ Bank
Germany
$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
226
Colony Group
Massachusetts
$418K – – –
ATIA
227
American Trust Investment Advisors
New Hampshire
$403K – – –
AWM
228
Altium Wealth Management
New York
$398K +$398K +20,380 New
GI
229
GAMCO Investors
Connecticut
$391K – – –
SIM
230
Studio Investment Management
Illinois
$387K -$25.8K -1,320 -6%
OC
231
Oppenheimer & Co
New York
$356K -$22.8K -1,163 -6%
CS
232
Comerica Securities
Michigan
$347K -$3.85K -197 -1%
BIC
233
Beach Investment Counsel
Pennsylvania
$345K – – –
RWM
234
Ritholtz Wealth Management
New York
$341K +$64.6K +3,303 +23%
RJFSA
235
Raymond James Financial Services Advisors
Florida
$331K -$374K -19,140 -53%
CA
236
Clearstead Advisors
Ohio
$331K – – –
BF
237
BOK Financial
Oklahoma
$331K +$37.4K +1,914 +13%
KAS
238
Kestra Advisory Services
Texas
$322K -$170K -8,738 -35%
SRC
239
Sage Rhino Capital
California
$317K +$2.73K +140 +0.9%
Prudential Financial
240
Prudential Financial
New Jersey
$317K +$22.6K +1,160 +8%
SFA
241
Sequoia Financial Advisors
Ohio
$309K +$87.2K +4,466 +39%
BP
242
Ballentine Partners
Massachusetts
$308K -$1.42K -73 -0.5%
AWA
243
Aaron Wealth Advisors
Illinois
$297K +$297K +5,803 New
CGL
244
Clarius Group LLC
Washington
$292K – – –
FA
245
FDx Advisors
Illinois
$291K -$236K -12,074 -45%
WI
246
WrapManager Inc
California
$285K -$470 -24 -0.2%
ECM
247
Evergreen Capital Management
Washington
$284K +$35.9K +1,836 +14%
AWM
248
AE Wealth Management
Kansas
$283K -$36.9K -1,889 -12%
Commonwealth Equity Services
249
Commonwealth Equity Services
Massachusetts
$279K -$2.01K -103 -0.7%
PA
250
Parallel Advisors
California
$278K -$9.13K -469 -3%
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