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UBS Group
UBS

Overview Fund Activity

367 hedge funds and large institutions have $20.7B invested in UBS Group in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 120 increasing their positions, 143 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-8
Holders Change %
-2.13%
% of All Funds
6.21%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
47
Increased
120
Reduced
143
Closed
50
Calls
$295M
Puts
$540M
Net Calls
-$245M
Net Calls Change
+$35.4M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$2.47B
2
Morgan Stanley
Morgan Stanley
New York
$142M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$80M
4
Royal London Asset Management
Royal London Asset Management
United Kingdom
$70.6M
5
DZ Bank
DZ Bank
Germany
$200M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
$0
2
Norges Bank
Norges Bank
Norway
$2.4B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.22B
4
CS
Credit Suisse
Switzerland
$1.69B
5
Capital International Investors
Capital International Investors
California
$54.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
251
Cozad Asset Management
Illinois
$225K +$47.1K +2,910 +26%
SF
252
Synovus Financial
Georgia
$219K +$219K +13,408 New
BL
253
Balentine LLC
Georgia
$212K +$27.2K +1,677 +15%
FNBOH
254
First National Bank of Hutchinson
Kansas
$208K +$714 +44 +0.3%
QT
255
Quantbot Technologies
New York
$207K +$207K +12,814 New
PA
256
Pinnacle Associates
New York
$205K – – –
CAN
257
Claraphi Advisory Network
United States
$200K – – –
NA
258
NewEdge Advisors
Louisiana
$196K -$10.6K -652 -5%
PWPS
259
Pinnacle Wealth Planning Services
Ohio
$196K +$196K +12,094 New
GWM
260
Gitterman Wealth Management
New Jersey
$195K -$15.3K -954 -7%
BPCE
261
Bank Pictet & Cie (Europe)
Germany
$193K -$1.1K -68 -0.6%
Verition Fund Management
262
Verition Fund Management
Connecticut
$191K +$191K +11,787 New
SA
263
Shilanski & Associates
Alaska
$187K +$9.17K +566 +5%
ECM
264
Evergreen Capital Management
Washington
$185K -$50.7K -3,121 -22%
IC
265
IEQ Capital
California
$183K +$183K +11,286 New
SAM
266
Sabadell Asset Management
Spain
$182K – – –
CB
267
Commerce Bank
Missouri
$181K +$4.29K +265 +2%
TC
268
TownSquare Capital
Utah
$180K -$5.98K -369 -3%
SAMT
269
Select Asset Management & Trust
Pennsylvania
$174K – – –
SI
270
Stephens Inc
Arkansas
$172K -$28.1K -1,733 -14%
DCM
271
Deuterium Capital Management
Florida
$172K +$172K +11,156 New
CFB
272
Cullen/Frost Bankers
Texas
$170K -$19.2K -1,182 -10%
SCS
273
Syquant Capital SAS
France
$169K -$35.9K -2,231 -18%
AG
274
Ascent Group
Virginia
$169K +$169K +10,417 New
SIS
275
Susquehanna International Securities
Ireland
$168K -$16.2M -1,000,000 -99%
9 10
11
12 13