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UBS Group
UBS

Overview Fund Activity

545 hedge funds and large institutions have $37.2B invested in UBS Group in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 193 increasing their positions, 203 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
-5
Holders Change %
-0.91%
% of All Funds
7.88%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
55
Increased
193
Reduced
203
Closed
56
Calls
$770M
Puts
$965M
Net Calls
-$195M
Net Calls Change
-$637M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.58B
2
Zurich Cantonal Bank
2
Zurich Cantonal Bank
Switzerland
$1.77B
3
Bank of America
3
Bank of America
North Carolina
$361M
4
Goldman Sachs
4
Goldman Sachs
New York
$640M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$424M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$2.34B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$683M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.82B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.32B
5
SIS
5
Susquehanna International Securities
Ireland
$738K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wolverine Trading
251
Wolverine Trading
Illinois
$1.01M -$474K -15,264 -32%
Janney Montgomery Scott
252
Janney Montgomery Scott
Pennsylvania
$1.01M -$65.1K -2,106 -6%
RJT
253
Raymond James Trust
Florida
$1M -$54.2K -1,754 -5%
DWM
254
Diversify Wealth Management
Utah
$992K +$53.6K +1,678 +6%
AAM
255
Advisors Asset Management
Colorado
$977K +$99.2K +3,208 +11%
CB
256
Centennial Bank
Arkansas
$969K -$67.7K -2,189 -7%
Verition Fund Management
257
Verition Fund Management
Connecticut
$965K +$356K +11,531 +59%
AQR Capital Management
258
AQR Capital Management
Connecticut
$956K +$93K +3,008 +11%
AAS
259
Avantax Advisory Services
Texas
$948K -$9.43K -305 -1%
PAS
260
Park Avenue Securities
New York
$945K -$334K -10,815 -26%
CA
261
Cullinan Associates
Kentucky
$937K – – –
ACA
262
Atlas Capital Advisors
Wyoming
$937K -$71.2K -2,304 -7%
Squarepoint
263
Squarepoint
New York
$929K -$253K -8,189 -21%
VFA
264
Valeo Financial Advisors
Indiana
$924K +$25K +810 +3%
Northwestern Mutual Wealth Management
265
Northwestern Mutual Wealth Management
Wisconsin
$922K +$25.1K +811 +3%
AFG
266
Atomi Financial Group
New York
$915K +$52.7K +1,706 +6%
RJFSA
267
Raymond James Financial Services Advisors
Florida
$910K -$202K -6,519 -18%
COI
268
Connable Office Inc
Michigan
$907K – – –
PCS
269
Personal CFO Solutions
New Jersey
$883K -$34.5K -1,116 -4%
AI
270
AdvisorShares Investments
Maryland
$866K -$55.4K -1,792 -6%
FHB
271
First Hawaiian Bank
Hawaii
$865K -$97.3K -3,147 -10%
NWAG
272
Net Worth Advisory Group
Utah
$838K +$838K +27,110 New
RCAG
273
Rehmann Capital Advisory Group
Michigan
$835K -$2.13K -69 -0.3%
JWA
274
JFS Wealth Advisors
Pennsylvania
$829K +$806K +26,071 +3,495%
ACM
275
Advisors Capital Management
New Jersey
$785K -$141K -4,575 -15%
9 10
11
12 13