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UBS Group
UBS

Overview Fund Activity

289 hedge funds and large institutions have $26.1B invested in UBS Group in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 84 increasing their positions, 93 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+31
Holders Change %
+12.02%
% of All Funds
6.56%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
63
Increased
84
Reduced
93
Closed
31
Calls
$170M
Puts
$434M
Net Calls
-$264M
Net Calls Change
+$5.96M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.32B
2
AAMU
Amundi Asset Management US
Massachusetts
$352M
3
Capital Research Global Investors
Capital Research Global Investors
California
$1.67B
4
Neuberger Berman Group
Neuberger Berman Group
New York
$85.3M
5
CLOS
Compagnie Lombard Odier SCmA
Switzerland
$115M

Top Sellers

1
Credit Agricole
Credit Agricole
France
$10.9M
2
Norges Bank
Norges Bank
Norway
$2.34B
3
ED
Exane Derivatives
France
$33.1M
4
CS
Credit Suisse
Switzerland
$1.69B
5
TIM
Thornburg Investment Management
New Mexico
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCP
251
Proficio Capital Partners
Massachusetts
$19K +$2.4K +132 +14%
WCM
252
Whitener Capital Management
North Carolina
$18K +$18K +1,000 New
SFSIG
253
San Francisco Sentry Investment Group
California
$17K -$4.66K -250 -22%
AFNAS
254
American Financial Network Advisory Services
California
$17K – – –
TL
255
TrueWealth LLC
Georgia
$17K +$17K +900 New
FRA
256
Front Row Advisors
California
$15K +$15K +838 New
TCOV
257
Trust Company of Vermont
Vermont
$14K -$6.36K -343 -31%
FHA
258
First Horizon Advisors
Tennessee
$14K – – –
CA
259
Centerpoint Advisors
Massachusetts
$14K +$14K +764 New
RPC
260
Rossmore Private Capital
Connecticut
$13.2K +$13.2K +720 New
CCM
261
Causeway Capital Management
California
$11K -$4.42K -245 -29%
MPPLM
262
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$11K +$11K +600 New
GRP
263
Global Retirement Partners
California
$10K +$10K +526 New
CAPTRUST Financial Advisors
264
CAPTRUST Financial Advisors
North Carolina
$10K +$10K +552 New
EARNEST Partners
265
EARNEST Partners
Georgia
$10K +$10K +570 New
AF
266
Allworth Financial
California
$8K – – –
WWM
267
Wagner Wealth Management
South Carolina
$7K – – –
DVM
268
Dreman Value Management
Florida
$6K – – –
DCM
269
Delpha Capital Management
New York
$6K +$6K +303 New
WTC
270
WhitTier Trust Company
Nevada
$5K – – –
HCC
271
Hirtle Callaghan & Co
Pennsylvania
$5K +$5K +268 New
SPI
272
Santori & Peters Inc
Pennsylvania
$5K +$5K +311 New
AAP
273
Arax Advisory Partners
Colorado
$4K – – –
FCFS
274
First Command Financial Services
Texas
$4K – – –
FCB
275
First Command Bank
Texas
$4K – – –
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11
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