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UBS Group
UBS

Overview Fund Activity

535 hedge funds and large institutions have $42.3B invested in UBS Group in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 204 increasing their positions, 187 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+11
Holders Change %
+2.1%
% of All Funds
7.76%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
63
Increased
204
Reduced
187
Closed
47
Calls
$1.42B
Puts
$781M
Net Calls
+$635M
Net Calls Change
+$207M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.29B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$878M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$308M
4
UBS Group
4
UBS Group
Switzerland
$4.32B
5
Vontobel Holding
5
Vontobel Holding
Switzerland
$453M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$2.32B
2
Goldman Sachs
2
Goldman Sachs
New York
$744M
3
Morgan Stanley
3
Morgan Stanley
New York
$354M
4
CCM
4
Causeway Capital Management
California
$0
5
DFO
5
Duquesne Family Office
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
276
Rehmann Capital Advisory Group
Michigan
$810K -$53.5K -1,741 -6%
LOIM
277
Liberty One Investment Management
Illinois
$806K -$312K -10,154 -28%
VFA
278
Valeo Financial Advisors
Indiana
$797K +$21.1K +772 +3%
CPC
279
Cookson Peirce & Co
Pennsylvania
$796K -$4.48K -146 -0.6%
SCP
280
Stamos Capital Partners
California
$789K +$264K +8,590 +50%
BHPW
281
Beverly Hills Private Wealth
California
$788K -$14.3K -465 -2%
CA
282
Cetera Advisors
Colorado
$786K +$450K +14,638 +134%
Northwestern Mutual Wealth Management
283
Northwestern Mutual Wealth Management
Wisconsin
$776K -$141K -4,606 -15%
GWM
284
Greenwich Wealth Management
Connecticut
$763K – – –
ECM
285
Evergreen Capital Management
Washington
$740K +$36.3K +1,183 +5%
BRWA
286
B. Riley Wealth Advisors
Florida
$737K +$185K +7,508 +34%
UCFA
287
United Capital Financial Advisors
Texas
$721K -$80.3K -2,615 -10%
IMC Chicago
288
IMC Chicago
Illinois
$716K +$716K +23,300 New
Wealth Enhancement Advisory Services
289
Wealth Enhancement Advisory Services
Minnesota
$716K -$244K -7,931 -25%
EI
290
Ethic Inc
New York
$697K +$8.17K +266 +1%
CWAG
291
Compton Wealth Advisory Group
Virginia
$694K +$307K +10,000 +79%
CCA
292
Checchi Capital Advisers
California
$685K -$36.7K -1,194 -5%
JFG
293
Jefferies Financial Group
New York
$668K -$3.02M -98,424 -82%
DWT
294
Dorsey & Whitney Trust
South Dakota
$625K -$1.14K -37 -0.2%
Cambridge Investment Research Advisors
295
Cambridge Investment Research Advisors
Iowa
$613K +$16K +522 +3%
1832 Asset Management
296
1832 Asset Management
Ontario, Canada
$608K -$17.2M -559,511 -97%
VF
297
Virtu Financial
New York
$598K +$157K +5,099 +35%
SC
298
Solstein Capital
California
$595K -$267K -8,683 -31%
Prudential Financial
299
Prudential Financial
New Jersey
$584K -$136K -4,438 -19%
SWM
300
Spire Wealth Management
Virginia
$553K -$154K -5,000 -22%
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