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UBS Group
UBS

Overview Fund Activity

327 hedge funds and large institutions have $15.3B invested in UBS Group in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 119 increasing their positions, 102 reducing their positions, and 34 closing their positions.

Holders
327
Holders Change
+12
Holders Change %
+3.81%
% of All Funds
7.09%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
50
Increased
119
Reduced
102
Closed
34
Calls
$255M
Puts
$536M
Net Calls
-$282M
Net Calls Change
-$16.6M

Top Buyers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$368M
2
Fidelity International
2
Fidelity International
Bermuda
$50.7M
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$66.9M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$623M
5
O
5
Ossiam
France
$23.1M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$75.8M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$640M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$165M
4
DZ Bank
4
DZ Bank
Germany
$8.42M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$399M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
251
Centaurus Financial
California
$35.6K +$9.74K +118 +38%
LC
252
Lavaca Capital
Texas
$35K – – –
AWM
253
Avior Wealth Management
Nebraska
$35K +$6.03K +500 +21%
PCM
254
Penserra Capital Management
California
$34K -$2.51K -188 -7%
FHB
255
First Hawaiian Bank
Hawaii
$34K +$1.32K +110 +4%
CCM
256
Covington Capital Management
California
$33K – – –
OIA
257
OneDigital Investment Advisors
Kansas
$32K -$6.56K -542 -17%
MA
258
MUFG Americas
New York
$32K -$615 -50 -2%
WAM
259
Wealthspire Advisors (Maryland)
Maryland
$30K -$1.28K -104 -4%
IA
260
IFP Advisors
Florida
$28K -$22.1K -1,754 -44%
FHA
261
Flagship Harbor Advisors
Massachusetts
$28K -$2.13K -180 -7%
AssetMark Inc
262
AssetMark Inc
California
$27K -$1.75K -142 -6%
Rockefeller Capital Management
263
Rockefeller Capital Management
New York
$25K +$25K +2,076 New
HNB
264
Huntington National Bank
Ohio
$24K -$41K -3,450 -63%
CFA
265
Camarda Financial Advisors
Florida
$24K +$24K +1,988 New
WCM
266
Whitener Capital Management
North Carolina
$23K – – –
BWM
267
Baystate Wealth Management
Massachusetts
$22K – – –
ZB
268
Zions Bancorporation
Utah
$22K +$944 +79 +4%
ASN
269
Advisory Services Network
Georgia
$21K +$4.5K +368 +27%
GSWM
270
Golden State Wealth Management
California
$21K +$21K +1,699 New
BGIM
271
Brandywine Global Investment Management
Pennsylvania
$18K – – –
LFA
272
Legacy Financial Advisors
Kentucky
$17K – – –
ME
273
McIlrath & Eck
Washington
$17K +$9.23K +772 +119%
AF
274
Advisornet Financial
Minnesota
$16K – – –
AIA
275
Alera Investment Advisors
Illinois
$16K +$1.45K +122 +10%
9 10
11
12 13