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UBS Group
UBS

Overview Fund Activity

367 hedge funds and large institutions have $20.7B invested in UBS Group in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 120 increasing their positions, 143 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-8
Holders Change %
-2.13%
% of All Funds
6.21%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
47
Increased
120
Reduced
143
Closed
50
Calls
$295M
Puts
$540M
Net Calls
-$245M
Net Calls Change
+$35.4M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$2.47B
2
Morgan Stanley
2
Morgan Stanley
New York
$142M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$80M
4
Royal London Asset Management
4
Royal London Asset Management
United Kingdom
$70.6M
5
DZ Bank
5
DZ Bank
Germany
$200M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$0
2
Norges Bank
2
Norges Bank
Norway
$2.4B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.22B
4
CS
4
Credit Suisse
Switzerland
$1.69B
5
Capital International Investors
5
Capital International Investors
California
$54.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
226
M&T Bank
New York
$303K +$114K +7,000 +60%
CCP
227
Corient Capital Partners
California
$286K -$141K -8,682 -33%
BIC
228
Beach Investment Counsel
Pennsylvania
$286K – – –
SFA
229
Sequoia Financial Advisors
Ohio
$285K +$28.7K +1,770 +11%
CS
230
Comerica Securities
Michigan
$283K -$4.36K -269 -2%
CGL
231
Clarius Group LLC
Washington
$283K +$18.2K +1,124 +7%
CWAG
232
Compton Wealth Advisory Group
Virginia
$275K -$80.7K -4,969 -23%
CA
233
Clearstead Advisors
Ohio
$274K – – –
OC
234
Oppenheimer & Co
New York
$265K -$30.3K -1,866 -10%
SRC
235
Sage Rhino Capital
California
$265K +$1.99K +123 +0.8%
OPPTF
236
OPSEU Pension Plan Trust Fund
Ontario, Canada
$264K +$264K +16,546 New
Prudential Financial
237
Prudential Financial
New Jersey
$261K -$5.64K -344 -2%
BP
238
Ballentine Partners
Massachusetts
$252K -$3.96K -244 -2%
RJFSA
239
Raymond James Financial Services Advisors
Florida
$247K -$28.5K -1,757 -10%
CCA
240
Checchi Capital Advisers
California
$245K +$30.5K +1,873 +14%
AWM
241
AE Wealth Management
Kansas
$244K +$9.11K +562 +4%
Cerity Partners
242
Cerity Partners
New York
$240K +$240K +14,788 New
CAM
243
Cresset Asset Management
Illinois
$238K +$12.1K +742 +5%
GT
244
Glenmede Trust
Pennsylvania
$236K +$42K +2,595 +22%
BF
245
BOK Financial
Oklahoma
$235K -$39.8K -2,448 -14%
WI
246
WrapManager Inc
California
$234K -$2.45K -151 -1%
SA
247
swisspartners Advisors
Switzerland
$233K – – –
PA
248
Parallel Advisors
California
$231K -$211 -13 -0.1%
FA
249
FDx Advisors
Illinois
$228K -$13.7K -848 -6%
SW
250
SVB Wealth
Massachusetts
$226K +$7.05K +433 +3%
8 9
10
11 12