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UBS Group
UBS

Overview Fund Activity

303 hedge funds and large institutions have $14.4B invested in UBS Group in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 102 increasing their positions, 119 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+3
Holders Change %
+1%
% of All Funds
6.23%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
42
Increased
102
Reduced
119
Closed
38
Calls
$341M
Puts
$571M
Net Calls
-$230M
Net Calls Change
-$50.8M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$337M
2
DZ Bank
DZ Bank
Germany
$228M
3
Norges Bank
Norges Bank
Norway
$1.84B
4
Marshall Wace
Marshall Wace
United Kingdom
$104M
5
Goldman Sachs
Goldman Sachs
New York
$315M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$1.45B
2
Dodge & Cox
Dodge & Cox
California
$1.48B
3
Deutsche Bank
Deutsche Bank
Germany
$237M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$542M
5
Fidelity International
Fidelity International
Bermuda
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
251
IFP Advisors
Florida
$49K +$26.6K +2,285 +118%
KPW
252
Kore Private Wealth
New York
$47K – – –
TRCT
253
Tower Research Capital (TRC)
New York
$32K +$9.58K +830 +43%
MHR
254
Matthew Hamilton Rosenberg
$30K +$30K +2,568 New
FDCDDQ
255
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.2K – – –
BL
256
Balentine LLC
Georgia
$26K -$13K -1,131 -33%
ZB
257
Zions Bancorporation
Utah
$26K +$14.3K +1,249 +123%
NIMC
258
NWQ Investment Management Company
California
$24.5K -$1.24K -107,376 -5%
PFGIA
259
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$7.06K +612 +42%
SIAS
260
Shine Investment Advisory Services
Colorado
$23K – – –
MA
261
MUFG Americas
New York
$23K – – –
EFSCE
262
Enterprise Financial Services Corp (EFSC)
Missouri
$20K -$2.67K -231 -12%
WB
263
West Bancorporation
Iowa
$20K +$7.97K +695 +66%
BCA
264
Berman Capital Advisors
Georgia
$20K +$10.6K +946 +114%
PCM
265
Prelude Capital Management
New York
$15K -$28.9K -2,579 -66%
WEC
266
Winslow Evans & Crocker
Massachusetts
$14K -$12 -1 -0.1%
CFG
267
Citizens Financial Group
Rhode Island
$14K – – –
VFA
268
Valeo Financial Advisors
Indiana
$14K +$3.7K +326 +36%
HR
269
Howe & Rusling
New York
$13K – – –
PW
270
Price Wealth
Texas
$13K – – –
SFS
271
Sowell Financial Services
Arkansas
$11K -$2.25K -203 -17%
WT
272
Whittier Trust
California
$11K – – –
TC
273
Truvestments Capital
Florida
$9K -$2.63K -242 -23%
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
GWS
275
Glassman Wealth Services
Virginia
$8K +$8K +656 New
9 10
11
12 13