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UBS Group
UBS

Overview Fund Activity

235 hedge funds and large institutions have $16.5B invested in UBS Group in 2016 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 91 increasing their positions, 88 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-13
Holders Change %
-5.24%
% of All Funds
6.27%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.32%
New
29
Increased
91
Reduced
88
Closed
41
Calls
$123M
Puts
$145M
Net Calls
-$21.9M
Net Calls Change
-$90.5M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$2.18B
2
Norges Bank
2
Norges Bank
Norway
$2.17B
3
CLOS
3
Compagnie Lombard Odier SCmA
Switzerland
$98.3M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$170M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$453M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$462M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$703M
3
Goldman Sachs
3
Goldman Sachs
New York
$198M
4
Credit Agricole
4
Credit Agricole
France
$84M
5
Fidelity International
5
Fidelity International
Bermuda
$354M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
251
Ironsides Asset Advisors
North Carolina
– -$446K -23,030 Closed
Two Sigma Investments
252
Two Sigma Investments
New York
– -$400K -20,648 Closed
GCA
253
Guardian Capital Advisors
Ontario, Canada
– -$303K -15,850 Closed
LMGAM
254
Liberty Mutual Group Asset Management
Massachusetts
– -$281K -14,390 Closed
AI
255
Atria Investments
North Carolina
– -$223K -12,840 Closed
HC
256
HHG & Company
Connecticut
– -$215K -11,118 Closed
RCM
257
Rotella Capital Management
Washington
– -$200K -10,220 Closed
SCM
258
Sterling Capital Management
North Carolina
– -$195K -10,049 Closed
ST
259
Spot Trading
Illinois
– -$75K -3,862 Closed
PG
260
PEAK6 Group
Illinois
– -$43K -2,210 Closed
AFP
261
Ausdal Financial Partners
Iowa
– -$29K -1,500 Closed
CTC
262
Central Trust Company
Missouri
– -$10K -500 Closed
BWA
263
Burt Wealth Advisors
Maryland
– -$8K -459 Closed
JHIU
264
Janus Henderson Investors US
Colorado
– -$8K -402 Closed
FPFS
265
First Personal Financial Services
North Carolina
– -$5K -242 Closed
ACS
266
Archford Capital Strategies
Illinois
– -$4K -186 Closed
AIA
267
Allegis Investment Advisors
Idaho
– -$3K -175 Closed
AF
268
Arrow Financial
New York
– -$3K -155 Closed
BBHC
269
Brown Brothers Harriman & Co
New York
– -$3K -144 Closed
KCPG
270
Kavar Capital Partners Group
Kansas
– -$2K -139 Closed
LWA
271
Lenox Wealth Advisors
New York
– -$2K -114 Closed
MFBTD
272
MB Financial Bank - Trust Department
Illinois
– -$2K -109 Closed
Carson Wealth (CWM LLC)
273
Carson Wealth (CWM LLC)
Nebraska
– -$2K -94 Closed
7 8 9 10
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