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UBS Group
UBS

Overview Fund Activity

367 hedge funds and large institutions have $20.7B invested in UBS Group in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 120 increasing their positions, 143 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-8
Holders Change %
-2.13%
% of All Funds
6.21%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
47
Increased
120
Reduced
143
Closed
50
Calls
$295M
Puts
$540M
Net Calls
-$245M
Net Calls Change
+$35.4M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$2.47B
2
Morgan Stanley
Morgan Stanley
New York
$142M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$80M
4
Royal London Asset Management
Royal London Asset Management
United Kingdom
$70.6M
5
DZ Bank
DZ Bank
Germany
$200M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
$0
2
Norges Bank
Norges Bank
Norway
$2.4B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.22B
4
CS
Credit Suisse
Switzerland
$1.69B
5
Capital International Investors
Capital International Investors
California
$54.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
276
Blue Trust Inc
Georgia
$167K +$167K +8,514 New
DI
277
Diligent Investors
California
$162K – – –
IA
278
IFP Advisors
Florida
$159K – – –
LC
279
Lindbrook Capital
California
$144K -$81.6K -5,039 -36%
SWM
280
Selective Wealth Management
Virginia
$138K +$55.1K +3,407 +67%
TRCT
281
Tower Research Capital (TRC)
New York
$134K -$312K -19,277 -70%
JWA
282
JFS Wealth Advisors
Pennsylvania
$134K -$11.6K -713 -8%
APA
283
American Portfolios Advisors
New York
$121K -$44.3K -2,729 -27%
ACM
284
Aquatic Capital Management
Illinois
$110K +$110K +6,800 New
TPCW
285
TD Private Client Wealth
New York
$106K +$1.17K +72 +1%
HWA
286
HHM Wealth Advisors
Tennessee
$105K – – –
CFGS
287
Concourse Financial Group Securities
Alabama
$104K -$2.28K -141 -2%
Rockefeller Capital Management
288
Rockefeller Capital Management
New York
$101K -$35.4K -2,204 -26%
EWA
289
EverSource Wealth Advisors
Alabama
$93K +$78.8K +4,829 +556%
Carson Wealth (CWM LLC)
290
Carson Wealth (CWM LLC)
Nebraska
$77K +$4.48K +276 +6%
MGIM
291
M&G Investment Management
United Kingdom
$72.7K -$8.85K -563,350 -11%
FP
292
Financial Perspectives
Minnesota
$66.4K – – –
BNP Paribas Financial Markets
293
BNP Paribas Financial Markets
France
$55.6K -$32.5K -2,005 -37%
HNB
294
Huntington National Bank
Ohio
$55K -$8.15K -506 -13%
CFD
295
Creative Financial Designs
Indiana
$52K +$339 +21 +0.7%
BBHC
296
Brown Brothers Harriman & Co
New York
$51K – – –
CG
297
Cutler Group
California
$50K -$59.9K -3,761 -55%
CFG
298
CKW Financial Group
Hawaii
$44K – – –
UB
299
UMB Bank
Missouri
$40K -$24.2K -1,492 -38%
SOW
300
State of Wyoming
Wyoming
$40K +$40K +2,478 New
10 11
12
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