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UBS Group
UBS

Overview Fund Activity

260 hedge funds and large institutions have $22.7B invested in UBS Group in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 106 increasing their positions, 83 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+12
Holders Change %
+4.84%
% of All Funds
6.49%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
35
Increased
106
Reduced
83
Closed
22
Calls
$134M
Puts
$349M
Net Calls
-$215M
Net Calls Change
-$71.5M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.72B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.39B
3
CS
Credit Suisse
Switzerland
$1.69B
4
Franklin Resources
Franklin Resources
California
$981M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.46B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.47B
2
Bank of America
Bank of America
North Carolina
$116M
3
MME
Meag Munich Ergo
Germany
$0
4
Goldman Sachs
Goldman Sachs
New York
$266M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$688M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
251
Nisa Investment Advisors
Missouri
$2K -$7.83K -446 -80%
HMS
252
Hanseatic Management Services
New Mexico
$2K – – –
VCM
253
Vigilant Capital Management
Maine
$2K +$2K +96 New
Parallax Volatility Advisers
254
Parallax Volatility Advisers
California
$2K +$2K +97 New
WA
255
WFG Advisors
Texas
$1K – – –
TWI
256
Thomas White International
Illinois
$1K – – –
WEC
257
Winslow Evans & Crocker
Massachusetts
$509 – – –
Walleye Trading
258
Walleye Trading
New York
$27 +$27 +1,617 New
IWM
259
IHT Wealth Management
Illinois
$25 – – –
MME
260
Meag Munich Ergo
Germany
– -$55.6M -3,462,832 Closed
Nuveen Asset Management
261
Nuveen Asset Management
Illinois
– -$4.54M -284,497 Closed
PCM
262
Portolan Capital Management
Massachusetts
– -$3.31M -207,522 Closed
Kayne Anderson Rudnick Investment Management
263
Kayne Anderson Rudnick Investment Management
California
– -$2.92M -182,985 Closed
SCM
264
Stevens Capital Management
Pennsylvania
– -$2.09M -131,214 Closed
CLM
265
ClearBridge LLC (Maryland)
Maryland
– -$1.83M -114,867 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
266
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$994K -62,062 Closed
TI
267
Trexquant Investment
Connecticut
– -$939K -58,884 Closed
EMG
268
Ellington Management Group
Connecticut
– -$919K -57,600 Closed
Wolverine Trading
269
Wolverine Trading
Illinois
– -$383K -24,022 Closed
TSS
270
Two Sigma Securities
New York
– -$361K -22,617 Closed
ST
271
Spot Trading
Illinois
– -$348K -21,796 Closed
P8IP
272
Pier 88 Investment Partners
California
– -$338K -21,200 Closed
GCA
273
Gideon Capital Advisors
New York
– -$269K -16,882 Closed
SCM
274
Shelton Capital Management
Colorado
– -$215K -13,509 Closed
FWM
275
Frontier Wealth Management
Missouri
– -$184K -11,546 Closed
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