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UBS Group
UBS

Overview Fund Activity

535 hedge funds and large institutions have $42.3B invested in UBS Group in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 204 increasing their positions, 187 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+11
Holders Change %
+2.1%
% of All Funds
7.76%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
63
Increased
204
Reduced
187
Closed
47
Calls
$1.42B
Puts
$781M
Net Calls
+$635M
Net Calls Change
+$207M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.29B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$878M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$308M
4
UBS Group
4
UBS Group
Switzerland
$4.32B
5
Vontobel Holding
5
Vontobel Holding
Switzerland
$453M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$2.32B
2
Goldman Sachs
2
Goldman Sachs
New York
$744M
3
Morgan Stanley
3
Morgan Stanley
New York
$354M
4
CCM
4
Causeway Capital Management
California
$0
5
DFO
5
Duquesne Family Office
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
251
Cetera Advisor Networks
California
$1.06M -$43.9K -1,428 -4%
ZF
252
Zhang Financial
Michigan
$1.05M +$346K +11,255 +49%
PAG
253
Private Advisor Group
New Jersey
$1.05M -$145K -4,727 -12%
MCM
254
MAI Capital Management
Ohio
$1.05M -$1.75K -57 -0.2%
SFA
255
Sequoia Financial Advisors
Ohio
$1.04M +$40.9K +1,332 +4%
DAS
256
Diversify Advisory Services
Utah
$1.04M +$1.04M +33,971 New
CB
257
Centennial Bank
Arkansas
$1.03M -$6.31K -205 -0.6%
ACA
258
Atlas Capital Advisors
Wyoming
$1.03M -$28.8K -939 -3%
Janney Montgomery Scott
259
Janney Montgomery Scott
Pennsylvania
$1.01M +$260K +8,458 +35%
FHB
260
First Hawaiian Bank
Hawaii
$1.01M -$324K -10,550 -24%
AFG
261
Atomi Financial Group
New York
$974K +$149K +4,861 +18%
COI
262
Connable Office Inc
Michigan
$942K +$942K +30,659 New
AI
263
AdvisorShares Investments
Maryland
$937K -$129K -4,190 -12%
BP
264
Ballentine Partners
Massachusetts
$924K +$116K +3,784 +14%
CGL
265
Clarius Group LLC
Washington
$923K -$29.3K -953 -3%
PCS
266
Personal CFO Solutions
New Jersey
$907K +$907K +29,524 New
TPW
267
Transatlantique Private Wealth
New York
$899K -$1.86M -60,566 -67%
RJT
268
Raymond James Trust
Florida
$894K -$41K -1,333 -4%
ACM
269
Advisors Capital Management
New Jersey
$877K +$28.5K +928 +3%
AAB
270
ABN AMRO Bank
Netherlands
$868K – – –
RJFSA
271
Raymond James Financial Services Advisors
Florida
$868K -$17.7K -577 -2%
Fifth Third Bancorp
272
Fifth Third Bancorp
Ohio
$858K -$366K -11,904 -30%
TRCT
273
Tower Research Capital (TRC)
New York
$831K +$120K +3,896 +17%
AAM
274
Advisors Asset Management
Colorado
$829K -$68.4K -2,225 -8%
CA
275
Cullinan Associates
Kentucky
$814K – – –
9 10
11
12 13