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UBS Group
UBS

Overview Fund Activity

319 hedge funds and large institutions have $24.6B invested in UBS Group in 2018 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 103 increasing their positions, 88 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+30
Holders Change %
+10.38%
% of All Funds
7.32%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
69
Increased
103
Reduced
88
Closed
38
Calls
$199M
Puts
$556M
Net Calls
-$357M
Net Calls Change
-$92.9M

Top Buyers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
$207M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$132M
3
AL
Appaloosa LP
New Jersey
$122M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$2.31B
5
Wells Fargo
Wells Fargo
California
$165M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$1.72B
2
Norges Bank
Norges Bank
Norway
$1.97B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.76B
4
CLOS
Compagnie Lombard Odier SCmA
Switzerland
$49.7M
5
MWA
Marshall Wace Asia
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WDL
276
Well Done LLC
Michigan
$15K +$15K +854 New
APA
277
American Portfolios Advisors
New York
$14.4K +$13K +736 +909%
FHA
278
First Horizon Advisors
Tennessee
$13K – – –
CA
279
Centerpoint Advisors
Massachusetts
$13K – – –
TCOV
280
Trust Company of Vermont
Vermont
$13K – – –
SWP
281
Strategic Wealth Partners
Ohio
$12K +$12K +685 New
MPPLM
282
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$11K – – –
PMFA
283
Plante Moran Financial Advisors
Michigan
$11K +$11K +603 New
GWM
284
Geneos Wealth Management
Colorado
$11K +$11K +675 New
EARNEST Partners
285
EARNEST Partners
Georgia
$10K – – –
SIS
286
Sound Income Strategies
Florida
$9K +$9K +500 New
WTB
287
Washington Trust Bank
Washington
$9K +$9K +536 New
WWM
288
Willingdon Wealth Management
North Carolina
$8K +$8K +447 New
FMII
289
Farmers & Merchants Investments Inc
Nebraska
$8K +$8K +452 New
AF
290
Allworth Financial
California
$7K – – –
AAP
291
Arax Advisory Partners
Colorado
$7K +$3.46K +224 +98%
IIC
292
Integrated Investment Consultants
Michigan
$7K +$7K +380 New
CCM
293
Causeway Capital Management
California
$6K -$4.17K -250 -41%
DVM
294
Dreman Value Management
Florida
$6K – – –
PFO
295
Pathstone Family Office
New Jersey
$6K +$6K +343 New
AC
296
Avestar Capital
New York
$6K +$6K +373 New
CAPTRUST Financial Advisors
297
CAPTRUST Financial Advisors
North Carolina
$5K -$3.76K -237 -43%
HCC
298
Hirtle Callaghan & Co
Pennsylvania
$5K – – –
WTC
299
WhitTier Trust Company
Nevada
$5K – – –
SPIA
300
Steward Partners Investment Advisory
New York
$5K +$5K +289 New
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