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UBS Group
UBS

Overview Fund Activity

483 hedge funds and large institutions have $31.7B invested in UBS Group in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 157 increasing their positions, 173 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+27
Holders Change %
+5.92%
% of All Funds
7.7%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
74
Increased
157
Reduced
173
Closed
45
Calls
$1.47B
Puts
$972M
Net Calls
+$495M
Net Calls Change
+$474M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$383M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$349M
3
Goldman Sachs
Goldman Sachs
New York
+$286M
4
Norges Bank
Norges Bank
Norway
+$206M
5
Amundi
Amundi
France
+$193M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$455M
2
CS
Credit Suisse
Switzerland
-$330M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$165M
4
Deutsche Bank
Deutsche Bank
Germany
-$130M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
MYIA
276
Mount Yale Investment Advisors
Colorado
$585K +$22.5K +912 +4%
SWM
277
Spire Wealth Management
Virginia
$583K -$4.09K -166 -0.7%
GCM
278
Genus Capital Management
British Columbia, Canada
$583K -$524K -21,270 -47%
Janney Montgomery Scott
279
Janney Montgomery Scott
Pennsylvania
$571K -$104K -4,223 -15%
M&T Bank
280
M&T Bank
New York
$557K +$126K +5,104 +29%
BP
281
Ballentine Partners
Massachusetts
$546K +$49.2K +1,995 +10%
KPF
282
K2 Principal Fund
Ontario, Canada
$542K -$320K -13,000 -37%
AWM
283
Axxcess Wealth Management
California
$534K +$534K +21,670 New
NA
284
NewEdge Advisors
Louisiana
$532K +$63.2K +2,562 +13%
DWT
285
Dorsey & Whitney Trust
South Dakota
$518K -$67.4K -2,733 -12%
SCP
286
Syntal Capital Partners
Texas
$515K +$515K +20,887 New
SCM
287
Springhouse Capital Management
Connecticut
$505K – – –
GI
288
Gradient Investments
Minnesota
$496K +$8.33K +338 +2%
Cambridge Investment Research Advisors
289
Cambridge Investment Research Advisors
Iowa
$493K -$22.4K -908 -4%
Cetera Investment Advisers
290
Cetera Investment Advisers
Illinois
$490K -$67.3K -2,731 -12%
Susquehanna International Group
291
Susquehanna International Group
Pennsylvania
$483K -$10.1M -409,790 -95%
FNBOH
292
First National Bank of Hutchinson
Kansas
$478K +$5.4K +219 +1%
Prudential Financial
293
Prudential Financial
New Jersey
$476K +$86.3K +3,502 +22%
FIM
294
Freedom Investment Management
Connecticut
$470K -$154K -6,261 -25%
CCA
295
Checchi Capital Advisers
California
$454K +$38.6K +1,567 +9%
Wolverine Trading
296
Wolverine Trading
Illinois
$452K +$157K +6,367 +53%
VFA
297
Valeo Financial Advisors
Indiana
$416K +$8.09K +328 +2%
SRC
298
Sage Rhino Capital
California
$411K +$5.62K +228 +1%
WP
299
Waycross Partners
Kentucky
$407K – – –
SIM
300
Studio Investment Management
Illinois
$405K -$94.4K -3,829 -19%
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