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UBS Group
UBS

Overview Fund Activity

456 hedge funds and large institutions have $25.7B invested in UBS Group in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 163 increasing their positions, 158 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+23
Holders Change %
+5.31%
% of All Funds
7.19%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.32%
New
95
Increased
163
Reduced
158
Closed
68
Calls
$839M
Puts
$818M
Net Calls
+$21.1M
Net Calls Change
+$121M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$316M
2
Capital World Investors
Capital World Investors
California
+$242M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$196M
4
Bank of America
Bank of America
North Carolina
+$175M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$146M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$3.82B
2
PL
Perpetual Ltd
Australia
-$82M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$81.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$71.3M
5
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
-$53M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
276
Aquatic Capital Management
Illinois
$468K +$468K +23,100 New
HF
277
HRT Financial
New York
$464K +$464K +22,902 New
KAS
278
Kestra Advisory Services
Texas
$462K +$462K +22,811 New
MYIA
279
Mount Yale Investment Advisors
Colorado
$462K +$38.8K +1,913 +9%
Cetera Investment Advisers
280
Cetera Investment Advisers
Illinois
$458K -$152K -7,514 -25%
ECM
281
Evergreen Capital Management
Washington
$440K -$7.6K -375 -2%
ZF
282
Zhang Financial
Michigan
$438K +$97.5K +4,810 +29%
CA
283
Continental Advisors
Utah
$431K +$431K +21,285 New
Cambridge Investment Research Advisors
284
Cambridge Investment Research Advisors
Iowa
$424K -$30.1K -1,486 -7%
GI
285
GAMCO Investors
Connecticut
$420K +$420K +20,700 New
YIH
286
Y-Intercept (HK)
Hong Kong
$416K +$126K +6,226 +44%
SCM
287
Springhouse Capital Management
Connecticut
$416K +$416K +20,500 New
SIM
288
Studio Investment Management
Illinois
$411K +$791 +39 +0.2%
BP
289
Ballentine Partners
Massachusetts
$409K +$103K +5,096 +34%
GI
290
Gradient Investments
Minnesota
$401K -$8.43K -416 -2%
FNBOH
291
First National Bank of Hutchinson
Kansas
$389K +$109K +5,385 +39%
NA
292
NewEdge Advisors
Louisiana
$386K +$11.8K +583 +3%
AWM
293
Angeles Wealth Management
California
$386K +$386K +19,025 New
GCM
294
Gallacher Capital Management
Colorado
$378K +$30.3K +1,494 +9%
GT
295
Glenmede Trust
Pennsylvania
$373K – – –
AC
296
Amia Capital
United Kingdom
$362K -$181K -10,000 -33%
M&T Bank
297
M&T Bank
New York
$355K +$4.99K +246 +1%
EI
298
Ethic Inc
New York
$344K +$113K +5,566 +49%
CCA
299
Checchi Capital Advisers
California
$342K +$20.1K +992 +6%
SSG
300
Summit Securities Group
New York
$339K +$337K +16,669 +16,669%
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