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UBS Group
UBS

Overview Fund Activity

550 hedge funds and large institutions have $41.3B invested in UBS Group in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 216 increasing their positions, 178 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
+15
Holders Change %
+2.8%
% of All Funds
8%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.25%
New
76
Increased
216
Reduced
178
Closed
56
Calls
$1.22B
Puts
$780M
Net Calls
+$442M
Net Calls Change
-$192M

Top Buyers

1
UBS AM
UBS AM
Illinois
$2.63B
2
Legal & General Group
Legal & General Group
United Kingdom
$823M
3
UBS Group
UBS Group
Switzerland
$4.63B
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.69B
5
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$1.59B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.45B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$63.8M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$0
4
Goldman Sachs
Goldman Sachs
New York
$524M
5
Deutsche Bank
Deutsche Bank
Germany
$624M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEAM
226
Baker Ellis Asset Management
Washington
$1.23M -$44.3K -1,500 -3%
SCP
227
Stamos Capital Partners
California
$1.22M +$465K +15,750 +61%
Commonwealth Equity Services
228
Commonwealth Equity Services
Massachusetts
$1.22M -$642K -21,739 -34%
PAS
229
Park Avenue Securities
New York
$1.22M -$14.4K -486 -1%
LCGC
230
Legacy Capital Group California
California
$1.22M +$13.2K +447 +1%
Balyasny Asset Management
231
Balyasny Asset Management
Illinois
$1.22M +$1.22M +41,238 New
PI
232
PEAK6 Investments
Illinois
$1.21M +$1.08M +36,642 +848%
SCA
233
Snowden Capital Advisors
New York
$1.16M -$30.5K -1,034 -3%
Squarepoint
234
Squarepoint
New York
$1.13M -$1.37M -46,431 -55%
GF
235
Gabelli Funds
New York
$1.09M – – –
SCM
236
SOL Capital Management
Maryland
$1.09M -$103K -3,500 -9%
TC
237
TownSquare Capital
Utah
$1.09M +$41.3K +1,399 +4%
QCG
238
Quadrant Capital Group
Ohio
$1.08M +$35.2K +1,193 +3%
LSAG
239
Lake Street Advisors Group
New Hampshire
$1.08M -$37.5K -1,269 -3%
B
240
Bailard
California
$1.06M -$9.04K -306 -0.8%
RJFSA
241
Raymond James Financial Services Advisors
Florida
$1.06M +$227K +7,700 +27%
Kovitz Investment Group Partners
242
Kovitz Investment Group Partners
Illinois
$1.05M +$1.05M +35,448 New
SFA
243
Sequoia Financial Advisors
Ohio
$1.03M +$32K +1,083 +3%
BCM
244
BTC Capital Management
Iowa
$1.03M -$40.4K -1,366 -4%
Janney Montgomery Scott
245
Janney Montgomery Scott
Pennsylvania
$1.03M +$51.2K +1,732 +5%
Wealth Enhancement Advisory Services
246
Wealth Enhancement Advisory Services
Minnesota
$1.02M +$335K +11,328 +49%
RJT
247
Raymond James Trust
Florida
$1.01M +$152K +5,149 +18%
PAG
248
Private Advisor Group
New Jersey
$1.01M -$4.67K -158 -0.5%
KCM
249
Kathmere Capital Management
Pennsylvania
$1M -$20.2K -685 -2%
CB
250
Centennial Bank
Arkansas
$990K -$2.95K -100 -0.3%
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