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UBS Group
UBS

Overview Fund Activity

319 hedge funds and large institutions have $24.6B invested in UBS Group in 2018 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 103 increasing their positions, 88 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+30
Holders Change %
+10.38%
% of All Funds
7.32%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
69
Increased
103
Reduced
88
Closed
38
Calls
$199M
Puts
$556M
Net Calls
-$357M
Net Calls Change
-$92.9M

Top Buyers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
$207M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$132M
3
AL
Appaloosa LP
New Jersey
$122M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$2.31B
5
Wells Fargo
Wells Fargo
California
$165M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$1.72B
2
Norges Bank
Norges Bank
Norway
$1.97B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.76B
4
CLOS
Compagnie Lombard Odier SCmA
Switzerland
$49.7M
5
MWA
Marshall Wace Asia
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
251
Parallel Advisors
California
$44K -$299 -17 -0.7%
SWP
252
Stratos Wealth Partners
Ohio
$44K +$6.09K +342 +16%
LWA
253
Lenox Wealth Advisors
New York
$42K +$39K +2,198 +1,285%
FDCDDQ
254
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.6K +$3.02K +171 +8%
SFM
255
Signet Financial Management
New Jersey
$37K +$37K +2,099 New
WAM
256
Wealthspire Advisors (Maryland)
Maryland
$33K -$16.7K -938 -34%
ASN
257
Advisory Services Network
Georgia
$30K -$15.1K -859 -33%
VFA
258
Valeo Financial Advisors
Indiana
$30K -$1.13K -63 -4%
PCP
259
Proficio Capital Partners
Massachusetts
$27K +$8.58K +487 +47%
BWM
260
Baystate Wealth Management
Massachusetts
$27K +$27K +1,572 New
CIBC Private Wealth Group
261
CIBC Private Wealth Group
Georgia
$26K – – –
LFA
262
Legacy Financial Advisors
Kentucky
$25K -$3.31K -193 -12%
TRCT
263
Tower Research Capital (TRC)
New York
$25K +$21.9K +1,250 +694%
Lazard Asset Management
264
Lazard Asset Management
New York
$25K +$25K +1,452 New
Bessemer Group
265
Bessemer Group
New Jersey
$23K -$7.14K -412 -24%
SSB
266
Sandy Spring Bank
Maryland
$22K -$13.9K -795 -39%
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$22K -$1.57K -90 -7%
SWM
268
SeaCrest Wealth Management
New York
$22K -$228 -13 -1%
CIP
269
Convergence Investment Partners
Florida
$22K +$22K +1,220 New
FPFS
270
First Personal Financial Services
North Carolina
$20K +$20K +1,123 New
HR
271
Howe & Rusling
New York
$19K -$18.9K -1,091 -50%
RWA
272
Ropes Wealth Advisors
Massachusetts
$19K – – –
AF
273
Advisornet Financial
Minnesota
$17K -$16.7K -971 -50%
SFSIG
274
San Francisco Sentry Investment Group
California
$16K – – –
FRA
275
Front Row Advisors
California
$15K -$218 -12 -1%
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11
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