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UBS Group
UBS

Overview Fund Activity

260 hedge funds and large institutions have $22.7B invested in UBS Group in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 106 increasing their positions, 83 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+12
Holders Change %
+4.84%
% of All Funds
6.49%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
35
Increased
106
Reduced
83
Closed
22
Calls
$134M
Puts
$349M
Net Calls
-$215M
Net Calls Change
-$71.5M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$2.72B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.39B
3
CS
3
Credit Suisse
Switzerland
$1.69B
4
Franklin Resources
4
Franklin Resources
California
$981M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.46B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.47B
2
Bank of America
2
Bank of America
North Carolina
$116M
3
MME
3
Meag Munich Ergo
Germany
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$266M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$688M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
276
KeyBank National Association
Ohio
– -$165K -10,343 Closed
AA
277
Apriem Advisors
California
– -$24K -1,500 Closed
BIG
278
Bellwether Investment Group
Tennessee
– -$19K -1,198 Closed
YWP
279
YorkBridge Wealth Partners
New York
– -$5K -288 Closed
ACS
280
Archford Capital Strategies
Illinois
– -$2K -120 Closed
8 9 10 11
12