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UBS Group
UBS

Overview Fund Activity

375 hedge funds and large institutions have $26.5B invested in UBS Group in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 119 increasing their positions, 142 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+8
Holders Change %
+2.18%
% of All Funds
5.93%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
55
Increased
119
Reduced
142
Closed
44
Calls
$501M
Puts
$782M
Net Calls
-$280M
Net Calls Change
+$342M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$2.84B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.15B
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$185M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$189M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.8B

Top Sellers

1
UBS Group
UBS Group
Switzerland
$2.3B
2
Barclays
Barclays
United Kingdom
$0
3
Capital International Investors
Capital International Investors
California
$183M
4
Goldman Sachs
Goldman Sachs
New York
$541M
5
DZ Bank
DZ Bank
Germany
$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMCM
276
Burns Matteson Capital Management
New York
$217K +$217K +11,124 New
CAM
277
Cozad Asset Management
Illinois
$215K – – –
SA
278
Shilanski & Associates
Alaska
$215K +$215K +10,978 New
CB
279
Commerce Bank
Missouri
$214K – – –
BPA
280
Beacon Pointe Advisors
California
$214K +$214K +10,958 New
SAMT
281
Select Asset Management & Trust
Pennsylvania
$210K +$210K +10,750 New
Capital Fund Management (CFM)
282
Capital Fund Management (CFM)
France
$203K +$203K +10,403 New
APA
283
American Portfolios Advisors
New York
$199K -$29.5K -1,508 -13%
MOS
284
MGO One Seven
Ohio
$198K -$54.6K -2,801 -22%
CW
285
CreativeOne Wealth
Kansas
$197K +$197K +10,084 New
DI
286
Diligent Investors
California
$195K – – –
VCP
287
Verus Capital Partners
Arizona
$188K +$188K +10,150 New
JWA
288
JFS Wealth Advisors
Pennsylvania
$175K -$38.2K -1,960 -18%
AssetMark Inc
289
AssetMark Inc
California
$170K +$6.85K +350 +4%
Rockefeller Capital Management
290
Rockefeller Capital Management
New York
$165K -$2.64M -135,831 -94%
TAIM
291
TD Ameritrade Investment Management
Nebraska
$159K -$145K -7,388 -48%
IA
292
IFP Advisors
Florida
$159K +$78.3K +4,489 +97%
CG
293
Cutler Group
California
$134K +$54.4K +2,800 +68%
CFGS
294
Concourse Financial Group Securities
Alabama
$129K +$126K +6,425 +4,145%
HWA
295
HHM Wealth Advisors
Tennessee
$127K – – –
TPCW
296
TD Private Client Wealth
New York
$126K +$2.85K +146 +2%
FPS
297
Fieldpoint Private Securities
Connecticut
$120K +$4.21K +216 +4%
BNP Paribas Financial Markets
298
BNP Paribas Financial Markets
France
$106K +$74.9K +3,833 +240%
MGIM
299
M&G Investment Management
United Kingdom
$101K +$591 +30,318 +0.6%
SWM
300
Selective Wealth Management
Virginia
$100K +$100K +5,121 New
10 11
12
13 14