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UBS Group
UBS

Overview Fund Activity

327 hedge funds and large institutions have $15.3B invested in UBS Group in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 119 increasing their positions, 102 reducing their positions, and 34 closing their positions.

Holders
327
Holders Change
+12
Holders Change %
+3.81%
% of All Funds
7.09%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
50
Increased
119
Reduced
102
Closed
34
Calls
$255M
Puts
$536M
Net Calls
-$282M
Net Calls Change
-$16.6M

Top Buyers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$368M
2
Fidelity International
2
Fidelity International
Bermuda
$50.7M
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$66.9M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$623M
5
O
5
Ossiam
France
$23.1M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$75.8M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$640M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$165M
4
DZ Bank
4
DZ Bank
Germany
$8.42M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$399M
Name Holding Trade Value Shares
Change 		Shares
Change %
DBT
276
Dubuque Bank & Trust
Iowa
$16K +$13.8K +1,116 +617%
FEG
277
Financial Enhancement Group
Indiana
$16K +$16K +1,309 New
HR
278
Howe & Rusling
New York
$15K +$728 +60 +5%
ACA
279
Atlas Capital Advisors
Wyoming
$14.9K +$14.9K +1,234 New
RWA
280
Ropes Wealth Advisors
Massachusetts
$13K – – –
SWM
281
SeaCrest Wealth Management
New York
$13K +$133 +11 +1%
FRA
282
Front Row Advisors
California
$12K +$8.36K +700 +230%
AIC
283
Ameritas Investment Company
Nebraska
$12K +$10.8K +896 +862%
TC
284
Truvestments Capital
Florida
$12K +$12K +1,011 New
FC
285
Ferris Capital
Massachusetts
$11K – – –
FMTCOCP
286
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K +$10K +830 New
Bessemer Group
287
Bessemer Group
New Jersey
$9K -$80.2K -6,281 -90%
Carson Wealth (CWM LLC)
288
Carson Wealth (CWM LLC)
Nebraska
$9K -$34K -2,271 -79%
FHA
289
First Horizon Advisors
Tennessee
$9K – – –
CA
290
Centerpoint Advisors
Massachusetts
$9K – – –
BCA
291
Berman Capital Advisors
Georgia
$9K +$3.48K +310 +63%
CAPTRUST Financial Advisors
292
CAPTRUST Financial Advisors
North Carolina
$9K +$3.85K +323 +75%
FCA
293
FinTrust Capital Advisors
South Carolina
$8K -$1.21K -105 -13%
FPFS
294
First Personal Financial Services
North Carolina
$8K – – –
EARNEST Partners
295
EARNEST Partners
Georgia
$7K – – –
WTC
296
WhitTier Trust Company
Nevada
$7K – – –
PMFA
297
Plante Moran Financial Advisors
Michigan
$7K +$150 +12 +2%
TAIM
298
TD Ameritrade Investment Management
Nebraska
$7K +$1.28K +113 +22%
FMII
299
Farmers & Merchants Investments Inc
Nebraska
$6K -$2.6K -218 -30%
SIS
300
Sound Income Strategies
Florida
$6K – – –
10 11
12
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