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UBS Group
UBS

Overview Fund Activity

299 hedge funds and large institutions have $20.9B invested in UBS Group in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 111 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
-20
Holders Change %
-6.27%
% of All Funds
6.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
31
Increased
96
Reduced
111
Closed
47
Calls
$227M
Puts
$491M
Net Calls
-$264M
Net Calls Change
+$92.6M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$526M
2
CS
Credit Suisse
Switzerland
$1.54B
3
Goldman Sachs
Goldman Sachs
New York
$299M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.49B
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.45B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.51B
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.09B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$502M
4
AAMU
Amundi Asset Management US
Massachusetts
$208M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFI
301
Susquehanna Fundamental Investments
Pennsylvania
– -$948K -53,700 Closed
TI
302
Trexquant Investment
Connecticut
– -$780K -44,183 Closed
NP
303
Ninepoint Partners
Ontario, Canada
– -$713K -40,400 Closed
LMGAM
304
Liberty Mutual Group Asset Management
Massachusetts
– -$609K -34,726 Closed
MF
305
Magnetar Financial
Illinois
– -$531K -30,040 Closed
SPC
306
Salient Private Client
Texas
– -$530K -30,005 Closed
SC
307
Sovarnum Capital
New York
– -$530K -30,000 Closed
ZCA
308
Zeke Capital Advisors
Pennsylvania
– -$510K -28,904 Closed
JG
309
Jefferies Group
New York
– -$477K -26,991 Closed
SCM
310
Stevens Capital Management
Pennsylvania
– -$392K -22,171 Closed
AIM
311
Assured Investment Management
New York
– -$333K -18,938 Closed
QSS
312
Quantitative Systematic Strategies
Florida
– -$321K -18,164 Closed
FNBT
313
FineMark National Bank & Trust
Florida
– -$270K -15,311 Closed
TSS
314
Two Sigma Securities
New York
– -$250K -14,131 Closed
Nomura Asset Management
315
Nomura Asset Management
Japan
– -$241K -13,748 Closed
LC
316
Lourd Capital
California
– -$227K -12,870 Closed
CPC
317
Congress Park Capital
New York
– -$226K -12,800 Closed
CA
318
Calton & Associates
Florida
– -$223K -12,629 Closed
KI
319
Koch Industries
Kansas
– -$208K -11,791 Closed
C
320
Cerebellum
California
– -$182K -10,333 Closed
HFP
321
Holistic Financial Partners
Indiana
– -$98K -5,536 Closed
PGA
322
Premia Global Advisors
Florida
– -$56K -3,186 Closed
WCM
323
Whitener Capital Management
North Carolina
– -$51K -2,928 Closed
SWP
324
Stratos Wealth Partners
Ohio
– -$44K -2,472 Closed
Lazard Asset Management
325
Lazard Asset Management
New York
– -$25K -1,452 Closed
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