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UBS Group
UBS

Overview Fund Activity

545 hedge funds and large institutions have $37.2B invested in UBS Group in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 193 increasing their positions, 203 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
-5
Holders Change %
-0.91%
% of All Funds
7.88%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
55
Increased
193
Reduced
203
Closed
56
Calls
$770M
Puts
$965M
Net Calls
-$195M
Net Calls Change
-$637M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.58B
2
Zurich Cantonal Bank
2
Zurich Cantonal Bank
Switzerland
$1.77B
3
Bank of America
3
Bank of America
North Carolina
$361M
4
Goldman Sachs
4
Goldman Sachs
New York
$640M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$424M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$2.34B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$683M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.82B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.32B
5
SIS
5
Susquehanna International Securities
Ireland
$738K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
276
Coldstream Capital Management
Washington
$769K +$61.2K +1,980 +9%
GWM
277
Greenwich Wealth Management
Connecticut
$768K – – –
SB
278
Simmons Bank
Arkansas
$766K -$69.1K -2,234 -8%
CPC
279
Cookson Peirce & Co
Pennsylvania
$755K -$49K -1,585 -6%
ECM
280
Evergreen Capital Management
Washington
$752K +$25.9K +837 +4%
SIS
281
Susquehanna International Securities
Ireland
$738K -$154M -4,992,556 -100%
LOIM
282
Liberty One Investment Management
Illinois
$732K -$36.6K -1,184 -5%
UCFA
283
United Capital Financial Advisors
Texas
$731K -$11.9K -385 -2%
SGI
284
Summit Global Investments
Utah
$725K -$751K -24,287 -51%
MWM
285
Massachusetts Wealth Management
Massachusetts
$713K -$850K -27,483 -54%
CWAG
286
Compton Wealth Advisory Group
Virginia
$698K – – –
CCA
287
Checchi Capital Advisers
California
$698K +$6.96K +225 +1%
EI
288
Ethic Inc
New York
$697K -$247K -8,044 -26%
Cambridge Investment Research Advisors
289
Cambridge Investment Research Advisors
Iowa
$669K +$39.1K +1,266 +6%
CC
290
Callan Capital
California
$659K +$151K +4,875 +30%
P
291
&Partners
Tennessee
$644K +$232K +7,557 +56%
XT
292
XTX Topco
Cayman Islands
$635K +$134K +4,322 +27%
DWT
293
Dorsey & Whitney Trust
South Dakota
$631K +$4.92K +159 +0.8%
OAM
294
Oppenheimer Asset Management
New York
$589K +$32.3K +1,045 +6%
CGL
295
Clarius Group LLC
Washington
$580K -$280K -9,072 -33%
CA
296
Clearstead Advisors
Ohio
$569K – – –
HCA
297
Harbour Capital Advisors
Virginia
$565K +$286K +9,065 +103%
Capital Fund Management (CFM)
298
Capital Fund Management (CFM)
France
$558K +$558K +18,053 New
DC
299
Davenport & Co
Virginia
$556K +$35.8K +1,158 +7%
SC
300
Solstein Capital
California
$556K -$41.3K -1,338 -7%
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