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UBS Group
UBS

Overview Fund Activity

312 hedge funds and large institutions have $22.9B invested in UBS Group in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 95 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+13
Holders Change %
+4.35%
% of All Funds
7.14%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
47
Increased
119
Reduced
95
Closed
33
Calls
$288M
Puts
$793M
Net Calls
-$505M
Net Calls Change
-$241M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$1.67B
2
Capital World Investors
Capital World Investors
California
$331M
3
GQG Partners
GQG Partners
Florida
$159M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$668M
5
Franklin Resources
Franklin Resources
California
$1.24B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$663M
2
Norges Bank
Norges Bank
Norway
$1.56B
3
Deutsche Bank
Deutsche Bank
Germany
$417M
4
CS
Credit Suisse
Switzerland
$1.47B
5
AL
Appaloosa LP
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACS
301
Archford Capital Strategies
Illinois
$1K – – –
SWP
302
Stratos Wealth Partners
Ohio
$1K +$1K +36 New
TAIM
303
TD Ameritrade Investment Management
Nebraska
$1K +$1K +77 New
Twin Tree Management
304
Twin Tree Management
Texas
$1K +$1K +78 New
WAS
305
WESPAC Advisors SoCal
California
$1K +$1K +124 New
CF
306
Centaurus Financial
California
$279 -$9.67K -624 -97%
MPWT
307
MassMutual Private Wealth & Trust
Connecticut
$252 – – –
FRA
308
Front Row Advisors
California
$13 +$2 +182 +22%
AL
309
Appaloosa LP
New Jersey
– -$106M -6,828,480 Closed
LP
310
LMR Partners
United Kingdom
– -$32.7M -2,115,563 Closed
HCM
311
Hilton Capital Management
New York
– -$10.5M -682,630 Closed
Marshall Wace
312
Marshall Wace
United Kingdom
– -$10.1M -655,873 Closed
PP
313
PDT Partners
New York
– -$9.71M -632,732 Closed
Voloridge Investment Management
314
Voloridge Investment Management
Florida
– -$5.24M -341,840 Closed
Envestnet Asset Management
315
Envestnet Asset Management
Illinois
– -$2.99M -194,778 Closed
QIM
316
Quantitative Investment Management
Virginia
– -$2.74M -178,700 Closed
JPC
317
Jabodon PT Co
Nevada
– -$2.52M -164,257 Closed
CIA
318
CSat Investment Advisory
Michigan
– -$1.18M -76,634 Closed
LPC
319
Loeb Partners Corp
New York
– -$920K -60,000 Closed
BP
320
BBR Partners
New York
– -$380K -24,745 Closed
GCA
321
Gideon Capital Advisors
New York
– -$359K -23,377 Closed
SAM
322
Silvercrest Asset Management
New York
– -$320K -20,889 Closed
CI
323
Capital International
California
– -$282K -18,249 Closed
Lido Advisors
324
Lido Advisors
California
– -$256K -16,746 Closed
NFA
325
Nuveen Fund Advisors
Illinois
– -$241K -15,739 Closed
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