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UBS Group
UBS

Overview Fund Activity

535 hedge funds and large institutions have $42.3B invested in UBS Group in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 204 increasing their positions, 187 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+11
Holders Change %
+2.1%
% of All Funds
7.76%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
63
Increased
204
Reduced
187
Closed
47
Calls
$1.42B
Puts
$781M
Net Calls
+$635M
Net Calls Change
+$207M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.29B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$878M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$308M
4
UBS Group
4
UBS Group
Switzerland
$4.32B
5
Vontobel Holding
5
Vontobel Holding
Switzerland
$453M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$2.32B
2
Goldman Sachs
2
Goldman Sachs
New York
$744M
3
Morgan Stanley
3
Morgan Stanley
New York
$354M
4
CCM
4
Causeway Capital Management
California
$0
5
DFO
5
Duquesne Family Office
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wolverine Trading
226
Wolverine Trading
Illinois
$1.45M +$891K +28,998 +158%
NA
227
Nordwand Advisors
Pennsylvania
$1.43M – – –
Group One Trading
228
Group One Trading
Illinois
$1.41M -$3.85M -125,348 -73%
MIS
229
Morningstar Investment Services
Illinois
$1.39M -$1.39M -44,211 -50%
NA
230
NewEdge Advisors
Louisiana
$1.38M +$585K +19,051 +73%
Fiera Capital (Canada)
231
Fiera Capital (Canada)
Quebec, Canada
$1.34M +$1.05M +34,275 +367%
BEAM
232
Baker Ellis Asset Management
Washington
$1.32M +$3.07K +100 +0.2%
VA
233
Vident Advisory
Georgia
$1.31M +$178K +5,790 +16%
BCM
234
Bayesian Capital Management
New York
$1.3M +$1.3M +42,400 New
PAS
235
Park Avenue Securities
New York
$1.29M -$424K -13,798 -25%
LCGC
236
Legacy Capital Group California
California
$1.26M -$58.2K -1,893 -4%
Osaic Holdings
237
Osaic Holdings
Arizona
$1.25M -$3.84M -125,086 -75%
SIA
238
Schechter Investment Advisors
Michigan
$1.24M +$157K +5,121 +14%
VT
239
Vise Technologies
New York
$1.24M +$74.2K +2,416 +6%
SCM
240
SOL Capital Management
Maryland
$1.24M – – –
SCA
241
Snowden Capital Advisors
New York
$1.24M -$88.5K -2,881 -7%
LFM
242
LGT Fund Management
Liechtenstein
$1.21M +$804K +26,188 +198%
LSAG
243
Lake Street Advisors Group
New Hampshire
$1.16M +$68.5K +2,229 +6%
GF
244
Gabelli Funds
New York
$1.14M – – –
CPM
245
Connective Portfolio Management
New York
$1.13M – – –
B
246
Bailard
California
$1.11M +$25K +815 +2%
BCM
247
BTC Capital Management
Iowa
$1.11M +$1.11M +36,186 New
QCG
248
Quadrant Capital Group
Ohio
$1.09M +$35.1K +1,144 +3%
TC
249
TownSquare Capital
Utah
$1.09M +$81K +2,638 +8%
KCM
250
Kathmere Capital Management
Pennsylvania
$1.06M +$41.3K +1,346 +4%
8 9
10
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