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UBS Group
UBS

Overview Fund Activity

315 hedge funds and large institutions have $17B invested in UBS Group in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 109 increasing their positions, 108 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
7.03%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
56
Increased
109
Reduced
108
Closed
50
Calls
$155M
Puts
$420M
Net Calls
-$265M
Net Calls Change
+$240M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$1.54B
2
Dodge & Cox
Dodge & Cox
California
$1.61B
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$75.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$530M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$181M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$859M
2
Capital World Investors
Capital World Investors
California
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$302M
4
GQG Partners
GQG Partners
Florida
$0
5
Capital Research Global Investors
Capital Research Global Investors
California
$437M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
301
Gemmer Asset Management
California
$3K +$3K +247 New
CGT
302
Capital Guardian Trust
California
$2K -$51.1M -3,168,564 -100%
DBT
303
Dubuque Bank & Trust
Iowa
$2K -$1.32K -119 -40%
WEC
304
Winslow Evans & Crocker
Massachusetts
$2K – – –
PWMG
305
Prestige Wealth Management Group
New Jersey
$2K +$2K +142 New
WAS
306
WESPAC Advisors SoCal
California
$1K – – –
ACS
307
Archford Capital Strategies
Illinois
$1K – – –
IFAM
308
Institutional & Family Asset Management
Colorado
$1K – – –
NFG
309
Next Financial Group
Texas
$1K +$1K +84 New
AIC
310
Ameritas Investment Company
Nebraska
$1K +$1K +104 New
MPWT
311
MassMutual Private Wealth & Trust
Connecticut
$198 – – –
GT
312
Glenmede Trust
Pennsylvania
$121 +$3 +275 +3%
CF
313
Centaurus Financial
California
$25 +$24 +295 +1,639%
Capital World Investors
314
Capital World Investors
California
– -$331M -20,961,166 Closed
GQG Partners
315
GQG Partners
Florida
– -$159M -9,646,845 Closed
ED
316
Exane Derivatives
France
– -$36.1M -2,275,073 Closed
ACPU
317
Arrowgrass Capital Partners (US)
Delaware
– -$7.75M -500,000 Closed
Balyasny Asset Management
318
Balyasny Asset Management
Illinois
– -$3.55M -225,907 Closed
NVIM
319
New Vernon Investment Management
Illinois
– -$1.73M -110,000 Closed
CIS
320
Capital International Sarl
California
– -$1.6M -100,632 Closed
New York State Common Retirement Fund
321
New York State Common Retirement Fund
New York
– -$1.03M -65,204 Closed
JG
322
Jefferies Group
New York
– -$951K -60,473 Closed
LA
323
Legacy Advisors
Pennsylvania
– -$860K -54,660 Closed
EMG
324
Ellington Management Group
Connecticut
– -$541K -34,400 Closed
FIA
325
FNY Investment Advisers
New York
– -$522K -33,200 Closed
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