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UBS Group
UBS

Overview Fund Activity

545 hedge funds and large institutions have $37.2B invested in UBS Group in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 193 increasing their positions, 203 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
-5
Holders Change %
-0.91%
% of All Funds
7.88%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
55
Increased
193
Reduced
203
Closed
56
Calls
$770M
Puts
$965M
Net Calls
-$195M
Net Calls Change
-$637M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.58B
2
Zurich Cantonal Bank
2
Zurich Cantonal Bank
Switzerland
$1.77B
3
Bank of America
3
Bank of America
North Carolina
$361M
4
Goldman Sachs
4
Goldman Sachs
New York
$640M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$424M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$2.34B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$683M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.82B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.32B
5
SIS
5
Susquehanna International Securities
Ireland
$738K
Name Holding Trade Value Shares
Change 		Shares
Change %
LCGC
226
Legacy Capital Group California
California
$1.25M -$24.5K -794 -2%
Walleye Capital
227
Walleye Capital
New York
$1.23M +$758K +24,513 +161%
NA
228
NewEdge Advisors
Louisiana
$1.17M -$463K -14,972 -28%
Allspring Global Investments
229
Allspring Global Investments
North Carolina
$1.17M +$1.15M +37,301 +6,908%
SCA
230
Snowden Capital Advisors
New York
$1.17M -$44.6K -1,442 -4%
QCG
231
Quadrant Capital Group
Ohio
$1.16M +$26.5K +857 +2%
BCM
232
BTC Capital Management
Iowa
$1.16M +$82.6K +2,671 +8%
SCM
233
SOL Capital Management
Maryland
$1.14M – – –
BTI
234
Blue Trust Inc
Georgia
$1.13M +$349K +11,809 +45%
B
235
Bailard
California
$1.12M +$8.19K +265 +0.7%
BHPW
236
Beverly Hills Private Wealth
California
$1.11M +$154K +4,993 +16%
SA
237
Sanctuary Advisors
Indiana
$1.1M +$257K +8,069 +31%
LSAG
238
Lake Street Advisors Group
New Hampshire
$1.1M -$29.9K -968 -3%
JFG
239
Jefferies Financial Group
New York
$1.09M -$8.41M -272,446 -88%
TPW
240
Transatlantique Private Wealth
New York
$1.08M +$175K +5,688 +19%
PAG
241
Private Advisor Group
New Jersey
$1.08M +$25.3K +817 +2%
ZF
242
Zhang Financial
Michigan
$1.07M +$81.6K +2,640 +8%
Kovitz Investment Group Partners
243
Kovitz Investment Group Partners
Illinois
$1.06M +$274K +12,323 +35%
SFA
244
Sequoia Financial Advisors
Ohio
$1.06M -$18.4K -594 -2%
GF
245
Gabelli Funds
New York
$1.05M -$92.7K -3,000 -8%
BP
246
Ballentine Partners
Massachusetts
$1.04M +$90.8K +2,939 +10%
OQS
247
Occudo Quantitative Strategies
Florida
$1.03M +$1.03M +33,466 New
KCM
248
Kathmere Capital Management
Pennsylvania
$1.03M -$16.4K -529 -2%
SEC
249
Seven Eight Capital
New York
$1.03M +$66.6K +2,156 +7%
TCPG
250
Trivant Custom Portfolio Group
California
$1.02M -$7.11K -230 -0.7%
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