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UBS Group
UBS

Overview Fund Activity

312 hedge funds and large institutions have $22.9B invested in UBS Group in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 95 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+13
Holders Change %
+4.35%
% of All Funds
7.14%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
47
Increased
119
Reduced
95
Closed
33
Calls
$288M
Puts
$793M
Net Calls
-$505M
Net Calls Change
-$241M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$1.67B
2
Capital World Investors
2
Capital World Investors
California
$331M
3
GQG Partners
3
GQG Partners
Florida
$159M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$668M
5
Franklin Resources
5
Franklin Resources
California
$1.24B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$663M
2
Norges Bank
2
Norges Bank
Norway
$1.56B
3
Deutsche Bank
3
Deutsche Bank
Germany
$417M
4
CS
4
Credit Suisse
Switzerland
$1.47B
5
AL
5
Appaloosa LP
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
251
Legacy Financial Advisors
Kentucky
$30K +$9.04K +593 +43%
WCM
252
Whitener Capital Management
North Carolina
$30K +$30K +1,928 New
PCP
253
Proficio Capital Partners
Massachusetts
$27K +$8.77K +561 +48%
AF
254
Advisornet Financial
Minnesota
$24K -$2.31K -146 -9%
BWM
255
Baystate Wealth Management
Massachusetts
$24K -$15 -1 -0.1%
BGIM
256
Brandywine Global Investment Management
Pennsylvania
$24K +$932 +59 +4%
AWM
257
AllSquare Wealth Management
New York
$22K – – –
ASN
258
Advisory Services Network
Georgia
$20K -$6.74K -430 -25%
SSB
259
Sandy Spring Bank
Maryland
$20K – – –
CAL
260
Capital Advisors Ltd
Ohio
$19K +$19K +1,237 New
SWM
261
SeaCrest Wealth Management
New York
$17K -$3.19K -200 -16%
HR
262
Howe & Rusling
New York
$17K – – –
RWA
263
Ropes Wealth Advisors
Massachusetts
$17K – – –
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$16K – – –
TC
265
Truvestments Capital
Florida
$16K +$16K +1,011 New
TRCT
266
Tower Research Capital (TRC)
New York
$14K +$14K +867 New
WSTAM
267
Wilbanks Smith & Thomas Asset Management
Virginia
$13K +$13K +819 New
CA
268
Centerpoint Advisors
Massachusetts
$12K – – –
FHA
269
First Horizon Advisors
Tennessee
$12K – – –
WWM
270
Wagner Wealth Management
South Carolina
$12K +$12K +750 New
WTB
271
Washington Trust Bank
Washington
$12K +$12K +790 New
FMII
272
Farmers & Merchants Investments Inc
Nebraska
$11K +$4.1K +269 +60%
RFWA
273
RPg Family Wealth Advisory
Massachusetts
$10.8K +$10.8K +687 New
ME
274
McIlrath & Eck
Washington
$10K – – –
FPFS
275
First Personal Financial Services
North Carolina
$9K -$8.13K -533 -47%
9 10
11
12 13