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UBS Group
UBS

Overview Fund Activity

258 hedge funds and large institutions have $23.3B invested in UBS Group in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 101 increasing their positions, 77 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
-2
Holders Change %
-0.77%
% of All Funds
6.44%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
32
Increased
101
Reduced
77
Closed
30
Calls
$154M
Puts
$424M
Net Calls
-$270M
Net Calls Change
-$54.5M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$680M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.64B
3
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$658M
4
Franklin Resources
Franklin Resources
California
$1.07B
5
ED
Exane Derivatives
France
$68.1M

Top Sellers

1
Invesco
Invesco
Georgia
$523M
2
CS
Credit Suisse
Switzerland
$1.61B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$605M
4
UBS Group
UBS Group
Switzerland
$2.39B
5
BIP
Brandes Investment Partners
California
$73.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCFS
251
First Command Financial Services
Texas
$4K +$4K +209 New
GBT
252
Grove Bank & Trust
Florida
$3K – – –
AAP
253
Arax Advisory Partners
Colorado
$3K +$472 +36 +19%
HMS
254
Hanseatic Management Services
New Mexico
$2K – – –
IWM
255
IHT Wealth Management
Illinois
$1K – – –
WEC
256
Winslow Evans & Crocker
Massachusetts
$516 – – –
WBC
257
Westpac Banking Corp
Australia
– -$19.1M -1,175,320 Closed
ACP
258
Arrowgrass Capital Partners
United Kingdom
– -$18.4M -1,131,883 Closed
V
259
Veritable
Delaware
– -$870K -51,306 Closed
JG
260
Jefferies Group
New York
– -$856K -50,388 Closed
ARTA
261
A.R.T. Advisors
New York
– -$565K -33,300 Closed
BCM
262
BTR Capital Management
California
– -$549K -32,345 Closed
Group One Trading
263
Group One Trading
Illinois
– -$523K -30,775 Closed
SCA
264
Salient Capital Advisors
Texas
– -$469K -27,595 Closed
FRM
265
Fox Run Management
Connecticut
– -$292K -17,200 Closed
MWP
266
MYCIO Wealth Partners
Pennsylvania
– -$234K -13,808 Closed
Susquehanna International Group
267
Susquehanna International Group
Pennsylvania
– -$232K -13,667 Closed
Truist Financial
268
Truist Financial
North Carolina
– -$212K -12,500 Closed
BCM
269
BTC Capital Management
Iowa
– -$180K -10,567 Closed
OC
270
Oppenheimer & Co
New York
– -$173K -10,209 Closed
HA
271
Harbor Advisors
Florida
– -$170K -10,000 Closed
SCM
272
Segantii Capital Management
Hong Kong
– -$166K -9,783 Closed
FT
273
Fiduciary Trust
Massachusetts
– -$136K -8,000 Closed
Simplex Trading
274
Simplex Trading
Illinois
– -$93K -5,524 Closed
BNP Paribas Financial Markets
275
BNP Paribas Financial Markets
France
– -$54.1K -3,186 Closed
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