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UBS Group
UBS

Overview Fund Activity

345 hedge funds and large institutions have $18B invested in UBS Group in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 128 increasing their positions, 98 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+43
Holders Change %
+14.24%
% of All Funds
6.12%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
77
Increased
128
Reduced
98
Closed
25
Calls
$303M
Puts
$445M
Net Calls
-$142M
Net Calls Change
+$58.6M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$2.01B
2
BIP
Brandes Investment Partners
California
$247M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$207M
4
Allianz Asset Management
Allianz Asset Management
Germany
$285M
5
Goldman Sachs
Goldman Sachs
New York
$486M

Top Sellers

1
GQG Partners
GQG Partners
Florida
$242K
2
Dodge & Cox
Dodge & Cox
California
$1.29B
3
CS
Credit Suisse
Switzerland
$1.55B
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.86B
5
Bank of America
Bank of America
North Carolina
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
276
Patriot Financial Group Insurance Agency
Massachusetts
$29K – – –
Jones Financial Companies
277
Jones Financial Companies
Missouri
$29K +$29K +2,042 New
FF
278
FourThought Financial
Florida
$28K +$28K +2,015 New
GWS
279
Glassman Wealth Services
Virginia
$26K +$26K +1,835 New
TRCT
280
Tower Research Capital (TRC)
New York
$25K -$97.3K -6,895 -80%
BCA
281
Berman Capital Advisors
Georgia
$25K +$168 +12 +0.7%
IAIM
282
International Assets Investment Management
Florida
$24K +$24K +1,677 New
AssetMark Inc
283
AssetMark Inc
California
$23K -$3.86K -269 -14%
EFSCE
284
Enterprise Financial Services Corp (EFSC)
Missouri
$23K -$1.25K -89 -5%
HNB
285
Huntington National Bank
Ohio
$22K -$61.9K -4,392 -74%
TCWA
286
Ten Capital Wealth Advisors
Washington
$21K +$21K +1,491 New
PWM
287
Perigon Wealth Management
California
$21K +$21K +1,520 New
CA
288
Crewe Advisors
Utah
$19K – – –
SFS
289
Sowell Financial Services
Arkansas
$18K +$13K +935 +260%
WEC
290
Winslow Evans & Crocker
Massachusetts
$16K -$3.02K -214 -16%
BlackRock
291
BlackRock
New York
$15K -$132K -9,453 -90%
CAAS
292
Capital Asset Advisory Services
Michigan
$15K +$15K +1,092 New
PFO
293
Pathstone Family Office
New Jersey
$15K +$15K +1,093 New
ASN
294
Advisory Services Network
Georgia
$14K -$39.6K -2,846 -74%
HR
295
Howe & Rusling
New York
$13K – – –
Rockefeller Capital Management
296
Rockefeller Capital Management
New York
$13K +$5.43K +418 +72%
AWM
297
Accel Wealth Management
Iowa
$13K +$13K +918 New
HPC
298
HM Payson & Co
Maine
$10K +$6.93K +505 +225%
Carson Wealth (CWM LLC)
299
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
SL
300
Savior LLC
Massachusetts
$9K – – –
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12
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