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UBS Group
UBS

Overview Fund Activity

289 hedge funds and large institutions have $26.1B invested in UBS Group in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 84 increasing their positions, 93 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+31
Holders Change %
+12.02%
% of All Funds
6.56%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
63
Increased
84
Reduced
93
Closed
31
Calls
$170M
Puts
$434M
Net Calls
-$264M
Net Calls Change
+$5.96M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.32B
2
AAMU
Amundi Asset Management US
Massachusetts
$352M
3
Capital Research Global Investors
Capital Research Global Investors
California
$1.67B
4
Neuberger Berman Group
Neuberger Berman Group
New York
$85.3M
5
CLOS
Compagnie Lombard Odier SCmA
Switzerland
$115M

Top Sellers

1
Credit Agricole
Credit Agricole
France
$10.9M
2
Norges Bank
Norges Bank
Norway
$2.34B
3
ED
Exane Derivatives
France
$33.1M
4
CS
Credit Suisse
Switzerland
$1.69B
5
TIM
Thornburg Investment Management
New Mexico
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FGC
276
Financial Gravity Companies
Texas
$4K +$4K +184 New
MPWT
277
MassMutual Private Wealth & Trust
Connecticut
$3.59K +$3.59K +195 New
LWA
278
Lenox Wealth Advisors
New York
$3K -$8.79K -501 -75%
TRCT
279
Tower Research Capital (TRC)
New York
$3K -$7K -420 -70%
WC
280
Whitnell & Co
Illinois
$3K +$3K +169 New
HMS
281
Hanseatic Management Services
New Mexico
$2K – – –
GFP
282
Gryphon Financial Partners
Ohio
$2K +$2K +117 New
APA
283
American Portfolios Advisors
New York
$1.49K +$1.49K +81 New
IWM
284
IHT Wealth Management
Illinois
$1K – – –
WAP
285
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
WEC
286
Winslow Evans & Crocker
Massachusetts
$552 – – –
PCG
287
Private Capital Group
Connecticut
$60 +$60 +3,272 New
TIM
288
Thornburg Investment Management
New Mexico
– -$35.3M -2,055,683 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
289
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$15.5M -902,413 Closed
HCM
290
Highbridge Capital Management
New York
– -$5.06M -296,000 Closed
Parallax Volatility Advisers
291
Parallax Volatility Advisers
California
– -$1.15M -67,267 Closed
QT
292
Quantbot Technologies
New York
– -$1.03M -59,848 Closed
Capital Fund Management (CFM)
293
Capital Fund Management (CFM)
France
– -$962K -56,100 Closed
LFAS
294
Level Four Advisory Services
Texas
– -$724K -42,220 Closed
CONA
295
Capital One National Association
New York
– -$616K -35,944 Closed
TI
296
Trexquant Investment
Connecticut
– -$529K -30,837 Closed
ONB
297
Old National Bancorp
Indiana
– -$529K -30,809 Closed
DADC
298
D.A. Davidson & Co
Montana
– -$486K -28,366 Closed
GI
299
Glovista Investments
New Jersey
– -$403K -23,479 Closed
Two Sigma Advisers
300
Two Sigma Advisers
New York
– -$382K -22,282 Closed
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