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UBS Group
UBS

Overview Fund Activity

308 hedge funds and large institutions have $16.2B invested in UBS Group in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 105 increasing their positions, 111 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
-19
Holders Change %
-5.81%
% of All Funds
6.7%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
40
Increased
105
Reduced
111
Closed
57
Calls
$243M
Puts
$497M
Net Calls
-$254M
Net Calls Change
+$27.7M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$1.61B
2
Norges Bank
Norges Bank
Norway
$1.32B
3
Invesco
Invesco
Georgia
$464M
4
BIP
Brandes Investment Partners
California
$246M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$149M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$428M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$157M
3
State Street
State Street
Massachusetts
$0
4
AAMU
Amundi Asset Management US
Massachusetts
$193M
5
Capital Research Global Investors
Capital Research Global Investors
California
$258M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
251
Citizens Financial Group
Rhode Island
$28K -$20.5K -1,734 -42%
HNB
252
Huntington National Bank
Ohio
$27K +$3.17K +269 +13%
ZB
253
Zions Bancorporation
Utah
$24K +$2.19K +185 +10%
BL
254
Balentine LLC
Georgia
$23K +$23K +1,941 New
WCM
255
Whitener Capital Management
North Carolina
$22K – – –
SPIA
256
Steward Partners Investment Advisory
New York
$22K +$22K +1,865 New
BWM
257
Baystate Wealth Management
Massachusetts
$21K +$1.14K +94 +6%
BGIM
258
Brandywine Global Investment Management
Pennsylvania
$18K – – –
GSWM
259
Golden State Wealth Management
California
$17K -$2.58K -224 -13%
ME
260
McIlrath & Eck
Washington
$17K – – –
FEG
261
Financial Enhancement Group
Indiana
$16K – – –
CAPTRUST Financial Advisors
262
CAPTRUST Financial Advisors
North Carolina
$16K +$7.08K +599 +79%
BCA
263
Berman Capital Advisors
Georgia
$16K +$6.89K +606 +76%
CFA
264
Carroll Financial Associates
North Carolina
$16K +$16K +1,377 New
ACA
265
Atlas Capital Advisors
Wyoming
$14.6K – – –
Rockefeller Capital Management
266
Rockefeller Capital Management
New York
$14K -$11.1K -919 -44%
HR
267
Howe & Rusling
New York
$14K -$969 -80 -6%
RWA
268
Ropes Wealth Advisors
Massachusetts
$13K – – –
TC
269
Truvestments Capital
Florida
$13K +$705 +58 +6%
AAP
270
Arax Advisory Partners
Colorado
$13K +$13K +1,057 New
BFEC
271
Benjamin F. Edwards & Company
Missouri
$12K +$12K +973 New
RWA
272
Redhawk Wealth Advisors
Minnesota
$12K +$12K +1,032 New
FMTCOCP
273
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K – – –
CFB
274
Cullen/Frost Bankers
Texas
$10K +$10K +870 New
EIP
275
Ellis Investment Partners
Pennsylvania
$10K +$10K +914 New
9 10
11
12 13