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UBS Group
UBS

Overview Fund Activity

222 hedge funds and large institutions have $13.2B invested in UBS Group in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 78 increasing their positions, 88 reducing their positions, and 47 closing their positions.

Holders
222
Holders Change
-28
Holders Change %
-11.2%
% of All Funds
5.93%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
23
Increased
78
Reduced
88
Closed
47
Calls
$121M
Puts
$118M
Net Calls
+$3M
Net Calls Change
-$41.2M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$648M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$184M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$477M
4
Zurich Cantonal Bank
4
Zurich Cantonal Bank
Switzerland
$545M
5
NIMC
5
NWQ Investment Management Company
California
$29.9M

Top Sellers

1
O
1
OppenheimerFunds
New York
$0
2
CS
2
Credit Suisse
Switzerland
$1.26B
3
Macquarie Group
3
Macquarie Group
Australia
$0
4
DekaBank Deutsche Girozentrale
4
DekaBank Deutsche Girozentrale
Germany
$0
5
Fidelity International
5
Fidelity International
Bermuda
$169M
Name Market Value Shares Shares
Change 		Shares
Change %
SSA
251
Schonfeld Strategic Advisors
New York
– – -13,423 Closed
Susquehanna International Group
252
Susquehanna International Group
Pennsylvania
– – -13,127 Closed
FWM
253
Frontier Wealth Management
Missouri
– – -12,629 Closed
Northwestern Mutual Wealth Management
254
Northwestern Mutual Wealth Management
Wisconsin
– – -11,646 Closed
CBU
255
CIBC Bank USA
Illinois
– – -11,135 Closed
RCAG
256
Rehmann Capital Advisory Group
Michigan
– – -10,437 Closed
Voloridge Investment Management
257
Voloridge Investment Management
Florida
– – -10,350 Closed
ST
258
Smithfield Trust
Pennsylvania
– – -4,494 Closed
RFWA
259
RPg Family Wealth Advisory
Massachusetts
– – -1,042 Closed
LWA
260
Lenox Wealth Advisors
New York
– – -592 Closed
RFA
261
Reilly Financial Advisors
California
– – -385 Closed
FMII
262
Farmers & Merchants Investments Inc
Nebraska
– – -361 Closed
PFBT
263
Parkside Financial Bank & Trust
Missouri
– – -176 Closed
BIM
264
BlackRock Investment Management
Delaware
– – -133 Closed
SCM
265
Southport Capital Management
Tennessee
– – -100 Closed
FNBT
266
FineMark National Bank & Trust
Florida
– – -65 Closed
MWP
267
MYCIO Wealth Partners
Pennsylvania
– – -60 Closed
KTC
268
Kistler-Tiffany Companies
Pennsylvania
– – -34 Closed
OC
269
Oakworth Capital
Alabama
– – -31 Closed
ID
270
Integral Derivatives
New York
– – – –
7 8 9 10
11