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UBS Group
UBS

Overview Fund Activity

315 hedge funds and large institutions have $17B invested in UBS Group in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 109 increasing their positions, 108 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
7.03%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
56
Increased
109
Reduced
108
Closed
50
Calls
$155M
Puts
$420M
Net Calls
-$265M
Net Calls Change
+$240M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.54B
2
Dodge & Cox
2
Dodge & Cox
California
$1.61B
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$75.2M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$530M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$181M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$859M
2
Capital World Investors
2
Capital World Investors
California
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$302M
4
GQG Partners
4
GQG Partners
Florida
$0
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$437M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
251
Whitener Capital Management
North Carolina
$23K – – –
BL
252
Balentine LLC
Georgia
$23K +$18K +1,462 +360%
WANY
253
Wealthspire Advisors (New York)
New York
$23K +$23K +1,877 New
MOS
254
MGO One Seven
Ohio
$23K +$23K +1,909 New
ZB
255
Zions Bancorporation
Utah
$22K -$27.5K -2,202 -56%
BWM
256
Baystate Wealth Management
Massachusetts
$22K – – –
BGIM
257
Brandywine Global Investment Management
Pennsylvania
$19K – – –
LFA
258
Legacy Financial Advisors
Kentucky
$18K -$6.55K -525 -27%
AWM
259
AllSquare Wealth Management
New York
$18K – – –
AF
260
Advisornet Financial
Minnesota
$16K -$2.71K -220 -14%
ASN
261
Advisory Services Network
Georgia
$16K +$877 +74 +6%
HR
262
Howe & Rusling
New York
$15K +$995 +78 +7%
AIA
263
Alera Investment Advisors
Illinois
$15K +$15K +1,227 New
RWA
264
Ropes Wealth Advisors
Massachusetts
$14K – – –
PCP
265
Proficio Capital Partners
Massachusetts
$13K -$8.05K -661 -38%
SWM
266
SeaCrest Wealth Management
New York
$13K – – –
CA
267
Claro Advisors
Massachusetts
$13K +$13K +832 New
CC
268
Claybrook Capital
Massachusetts
$13K +$13K +1,054 New
WDL
269
Well Done LLC
Michigan
$13K +$13K +1,054 New
FC
270
Ferris Capital
Massachusetts
$11K +$11K +900 New
WTB
271
Washington Trust Bank
Washington
$10K – – –
GSC
272
G&S Capital
Colorado
$10K +$10K +774 New
APW
273
Acima Private Wealth
Virginia
$10K +$10K +795 New
FCA
274
FinTrust Capital Advisors
South Carolina
$10K +$10K +800 New
CA
275
Centerpoint Advisors
Massachusetts
$9K – – –
9 10
11
12 13