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UBS Group
UBS

Overview Fund Activity

346 hedge funds and large institutions have $18.4B invested in UBS Group in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 143 increasing their positions, 96 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+1
Holders Change %
+0.29%
% of All Funds
6.09%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
47
Increased
143
Reduced
96
Closed
44
Calls
$383M
Puts
$619M
Net Calls
-$236M
Net Calls Change
-$93.5M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$743M
2
GQG Partners
GQG Partners
Florida
$114M
3
CS
Credit Suisse
Switzerland
$1.81B
4
Russell Investments Group
Russell Investments Group
United Kingdom
$135M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$98.4M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$2.42B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$259M
3
Dodge & Cox
Dodge & Cox
California
$1.38B
4
SCCM
Schafer Cullen Capital Management
New York
$0
5
Marshall Wace
Marshall Wace
United Kingdom
$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
251
M&T Bank
New York
$176K -$248K -15,958 -58%
SG Americas Securities
252
SG Americas Securities
New York
$175K -$13.8K -889 -7%
GLA
253
Great Lakes Advisors
Illinois
$174K – – –
Cetera Investment Advisers
254
Cetera Investment Advisers
Illinois
$173K -$86.8K -5,584 -33%
DWT
255
Dorsey & Whitney Trust
South Dakota
$171K – – –
LC
256
Lindbrook Capital
California
$171K +$6.62K +425 +4%
CAM
257
Cozad Asset Management
Illinois
$171K +$171K +10,990 New
PM
258
Parametrica Management
Hong Kong
$168K +$168K +10,774 New
BEAM
259
Baker Ellis Asset Management
Washington
$168K +$168K +10,800 New
GT
260
Glenmede Trust
Pennsylvania
$166K +$3.89K +252 +2%
CB
261
Commerce Bank
Missouri
$160K +$160K +10,254 New
FB
262
Fulton Bank
Pennsylvania
$160K +$160K +10,275 New
JWA
263
JFS Wealth Advisors
Pennsylvania
$159K – – –
CCA
264
Checchi Capital Advisers
California
$157K +$157K +10,095 New
RFC
265
Regions Financial Corp
Alabama
$157K +$157K +10,124 New
PCG
266
Private Capital Group
Connecticut
$155K -$392K -25,137 -72%
QOP
267
Quinn Opportunity Partners
Virginia
$155K -$62K -4,000 -29%
HA
268
Harbor Advisors
Florida
$155K – – –
DI
269
Diligent Investors
California
$155K – – –
CA
270
Cullinan Associates
Kentucky
$155K +$155K +10,000 New
FCCM
271
First City Capital Management
Georgia
$150K -$2.98K -200 -2%
TAIM
272
TD Ameritrade Investment Management
Nebraska
$139K – – –
BC
273
Bartlett & Co
Ohio
$134K +$129K +8,260 +2,444%
BCWM
274
Bartlett & Co Wealth Management
Ohio
$134K +$128K +8,260 +2,444%
VFA
275
Valeo Financial Advisors
Indiana
$102K -$12.2K -784 -11%
9 10
11
12 13