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UBS Group
UBS

Overview Fund Activity

299 hedge funds and large institutions have $20.9B invested in UBS Group in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 111 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
-20
Holders Change %
-6.27%
% of All Funds
6.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
31
Increased
96
Reduced
111
Closed
47
Calls
$227M
Puts
$491M
Net Calls
-$264M
Net Calls Change
+$92.6M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$526M
2
CS
Credit Suisse
Switzerland
$1.54B
3
Goldman Sachs
Goldman Sachs
New York
$299M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.49B
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.45B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.51B
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.09B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$502M
4
AAMU
Amundi Asset Management US
Massachusetts
$208M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
276
Avestar Capital
New York
$6K +$902 +66 +18%
CAPTRUST Financial Advisors
277
CAPTRUST Financial Advisors
North Carolina
$6K +$1.1K +71 +23%
DBT
278
Dubuque Bank & Trust
Iowa
$5K +$5K +300 New
KL
279
KWMG LLC
Kansas
$5K +$5K +320 New
B
280
Bridgeworth
Alabama
$5K +$5K +368 New
WTC
281
WhitTier Trust Company
Nevada
$4K – – –
IAS
282
IMA Advisory Services
Colorado
$4K +$4K +275 New
SMFS
283
Squar Milner Financial Services
California
$4K +$4K +285 New
TFS
284
TrustCore Financial Services
Tennessee
$4K +$4K +286 New
CWM
285
Cedar Wealth Management
California
$4K +$4K +290 New
WC
286
Whitnell & Co
Illinois
$3K – – –
LF
287
Lee Financial
Texas
$3K +$1.55K +85 +106%
FM
288
Forward Management
California
$2K -$1.26M -95,386 -100%
GFP
289
Gryphon Financial Partners
Ohio
$2K – – –
WEC
290
Winslow Evans & Crocker
Massachusetts
$2K – – –
IFAM
291
Institutional & Family Asset Management
Colorado
$1K – – –
ACS
292
Archford Capital Strategies
Illinois
$1K – – –
MPWT
293
MassMutual Private Wealth & Trust
Connecticut
$245 -$2.74K -179 -92%
FRA
294
Front Row Advisors
California
$13 – -7 -0.8%
Boston Partners
295
Boston Partners
Massachusetts
– -$5.55M -314,483 Closed
SEC
296
Seven Eight Capital
New York
– -$4.07M -230,258 Closed
C
297
Chescapmanager
Maryland
– -$2.52M -142,500 Closed
EGM
298
Engineers Gate Manager
New York
– -$2.28M -129,152 Closed
NAM
299
NorthCoast Asset Management
Connecticut
– -$2M -113,279 Closed
BS
300
Banco Santander
Spain
– -$1.27M -72,096 Closed
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