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UBS Group
UBS

Overview Fund Activity

360 hedge funds and large institutions have $19.9B invested in UBS Group in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 148 increasing their positions, 111 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+14
Holders Change %
+4.05%
% of All Funds
6.28%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
47
Increased
148
Reduced
111
Closed
31
Calls
$479M
Puts
$882M
Net Calls
-$403M
Net Calls Change
-$167M

Top Buyers

1
Vontobel Holding
Vontobel Holding
Switzerland
$311M
2
UBS Group
UBS Group
Switzerland
$2.22B
3
Invesco
Invesco
Georgia
$85.1M
4
Deutsche Bank
Deutsche Bank
Germany
$427M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$321M

Top Sellers

1
BIP
Brandes Investment Partners
California
$35.9M
2
CS
Credit Suisse
Switzerland
$1.59B
3
Goldman Sachs
Goldman Sachs
New York
$435M
4
GQG Partners
GQG Partners
Florida
$1.53M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
276
Evergreen Capital Management
Washington
$157K +$157K +10,265 New
PP
277
PDS Planning
Ohio
$155K +$155K +10,084 New
DI
278
Diligent Investors
California
$153K – – –
HA
279
Harbor Advisors
Florida
$153K – – –
APA
280
American Portfolios Advisors
New York
$132K +$31.1K +2,027 +31%
PA
281
Parallel Advisors
California
$102K +$5.83K +382 +6%
HWA
282
HHM Wealth Advisors
Tennessee
$100K – – –
TPCW
283
TD Private Client Wealth
New York
$95.6K +$2.88K +188 +3%
JEST
284
JTC Employer Solutions Trustee
Jersey
$94K +$94K +6,117 New
FPS
285
Fieldpoint Private Securities
Connecticut
$82K +$3.54K +210 +5%
MGIM
286
M&G Investment Management
United Kingdom
$79.4K -$5.1K -337,165 -6%
JC
287
JBF Capital
Colorado
$77K – – –
IA
288
IFP Advisors
Florida
$67K -$577 -37 -0.9%
AF
289
Advisornet Financial
Minnesota
$58K – – –
FDCDDQ
290
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56.2K +$26.2K +1,710 +88%
HNB
291
Huntington National Bank
Ohio
$54K +$2.97K +193 +6%
Bessemer Group
292
Bessemer Group
New Jersey
$47K +$15K +971 +47%
Jones Financial Companies
293
Jones Financial Companies
Missouri
$46K +$2.06K +134 +5%
TFIPS
294
Towarzystwo Funduszy Inwestycyjnych PZU SA
$41.2K – – –
BNP Paribas Financial Markets
295
BNP Paribas Financial Markets
France
$40.5K -$412K -26,841 -91%
MHR
296
Matthew Hamilton Rosenberg
$39K – – –
PFGIA
297
Patriot Financial Group Insurance Agency
Massachusetts
$32K -$15 -1 -0%
AWM
298
Accel Wealth Management
Iowa
$32K +$17.8K +1,150 +125%
Rockefeller Capital Management
299
Rockefeller Capital Management
New York
$31K -$59.4K -3,996 -66%
GLLW
300
Graves Light Lenhart Wealth
Virginia
$30K -$36.9K -2,445 -55%
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