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UBS Group
UBS

Overview Fund Activity

319 hedge funds and large institutions have $24.6B invested in UBS Group in 2018 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 103 increasing their positions, 88 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+30
Holders Change %
+10.38%
% of All Funds
7.32%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
69
Increased
103
Reduced
88
Closed
38
Calls
$199M
Puts
$556M
Net Calls
-$357M
Net Calls Change
-$92.9M

Top Buyers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
$207M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$132M
3
AL
Appaloosa LP
New Jersey
$122M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$2.31B
5
Wells Fargo
Wells Fargo
California
$165M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$1.72B
2
Norges Bank
Norges Bank
Norway
$1.97B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.76B
4
CLOS
Compagnie Lombard Odier SCmA
Switzerland
$49.7M
5
MWA
Marshall Wace Asia
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FCFS
301
First Command Financial Services
Texas
$4K – – –
SBL
302
Sargent Bickham Lagudis
Colorado
$4K +$4K +240 New
FCB
303
First Command Bank
Texas
$3.67K – – –
MPWT
304
MassMutual Private Wealth & Trust
Connecticut
$3.44K – – –
WC
305
Whitnell & Co
Illinois
$3K – – –
Parallax Volatility Advisers
306
Parallax Volatility Advisers
California
$3K +$3K +150 New
GFP
307
Gryphon Financial Partners
Ohio
$2K – – –
HMS
308
Hanseatic Management Services
New Mexico
$2K – – –
DWM
309
Destination Wealth Management
California
$2K +$2K +100 New
WAP
310
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
ACS
311
Archford Capital Strategies
Illinois
$1K +$1K +66 New
IFAM
312
Institutional & Family Asset Management
Colorado
$1K +$1K +66 New
LF
313
Lee Financial
Texas
$1K +$1K +80 New
WEC
314
Winslow Evans & Crocker
Massachusetts
$530 – – –
MWA
315
Marshall Wace Asia
Hong Kong
– -$55.3M -3,002,980 Closed
ED
316
Exane Derivatives
France
– -$33.1M -1,801,883 Closed
ACPU
317
Arrowgrass Capital Partners (US)
Delaware
– -$20.6M -1,150,000 Closed
LAM
318
Lingohr Asset Management
Germany
– -$13.4M -725,994 Closed
FPF
319
FNY Partners Fund
New York
– -$9.62M -523,031 Closed
FMT
320
First Mercantile Trust
Tennessee
– -$2.36M -128,210 Closed
Arrowstreet Capital
321
Arrowstreet Capital
Massachusetts
– -$2.1M -113,949 Closed
OSAM
322
O'Shaughnessy Asset Management
Connecticut
– -$1.97M -107,328 Closed
OMC
323
Old Mission Capital
Illinois
– -$1.71M -92,688 Closed
CII
324
Capital International Inc
California
– -$1.2M -64,925 Closed
D.E. Shaw & Co
325
D.E. Shaw & Co
New York
– -$983K -53,478 Closed
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