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UBS Group
UBS

Overview Fund Activity

483 hedge funds and large institutions have $31.7B invested in UBS Group in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 157 increasing their positions, 173 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+27
Holders Change %
+5.92%
% of All Funds
7.7%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
74
Increased
157
Reduced
173
Closed
45
Calls
$1.47B
Puts
$972M
Net Calls
+$495M
Net Calls Change
+$474M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$383M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$349M
3
Goldman Sachs
Goldman Sachs
New York
+$286M
4
Norges Bank
Norges Bank
Norway
+$206M
5
Amundi
Amundi
France
+$193M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$455M
2
CS
Credit Suisse
Switzerland
-$330M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$165M
4
Deutsche Bank
Deutsche Bank
Germany
-$130M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
251
Kathmere Capital Management
Pennsylvania
$792K +$120K +4,876 +18%
HI
252
Horizon Investments
North Carolina
$790K – – –
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$784K +$22.7K +920 +3%
RJT
254
Raymond James Trust
Florida
$777K -$256K -10,402 -25%
PP
255
PDT Partners
New York
$776K -$2.19M -88,764 -74%
CGL
256
Clarius Group LLC
Washington
$773K -$108K -4,365 -12%
CA
257
Clearstead Advisors
Ohio
$773K +$386K +15,672 +100%
MCM
258
MAI Capital Management
Ohio
$773K +$65.7K +2,664 +9%
AAM
259
Advisors Asset Management
Colorado
$770K -$150K -6,102 -16%
GI
260
GAMCO Investors
Connecticut
$764K +$254K +10,300 +50%
TC
261
TownSquare Capital
Utah
$761K -$28.8K -1,169 -4%
JPMPWA
262
J.P. Morgan Private Wealth Advisors
California
$744K +$744K +30,194 New
BRWA
263
B. Riley Wealth Advisors
Florida
$737K +$119K +4,839 +19%
RJFSA
264
Raymond James Financial Services Advisors
Florida
$734K +$50.7K +2,055 +7%
ACA
265
Atlas Capital Advisors
Wyoming
$731K +$44.8K +1,818 +7%
ACM
266
Advisors Capital Management
New Jersey
$708K -$4.44K -180 -0.6%
SW
267
SVB Wealth
Massachusetts
$699K -$45.5K -1,845 -6%
DI
268
DFPG Investments
Utah
$695K +$695K +28,337 New
RCAG
269
Rehmann Capital Advisory Group
Michigan
$685K -$78.3K -3,176 -10%
CA
270
Cullinan Associates
Kentucky
$653K +$25 +1 +0%
Wealth Enhancement Advisory Services
271
Wealth Enhancement Advisory Services
Minnesota
$651K +$320K +12,962 +96%
CPC
272
Cookson Peirce & Co
Pennsylvania
$639K -$12.6K -511 -2%
SC
273
Solstein Capital
California
$634K +$605K +24,385 +2,084%
ZF
274
Zhang Financial
Michigan
$592K +$59K +2,392 +11%
ECM
275
Evergreen Capital Management
Washington
$588K +$52.9K +2,144 +10%
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