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UBS Group
UBS

Overview Fund Activity

327 hedge funds and large institutions have $15.3B invested in UBS Group in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 119 increasing their positions, 102 reducing their positions, and 34 closing their positions.

Holders
327
Holders Change
+12
Holders Change %
+3.81%
% of All Funds
7.09%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
50
Increased
119
Reduced
102
Closed
34
Calls
$255M
Puts
$536M
Net Calls
-$282M
Net Calls Change
-$16.6M

Top Buyers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$368M
2
Fidelity International
2
Fidelity International
Bermuda
$50.7M
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$66.9M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$623M
5
O
5
Ossiam
France
$23.1M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$75.8M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$640M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$165M
4
DZ Bank
4
DZ Bank
Germany
$8.42M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$399M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
301
WESPAC Advisors SoCal
California
$6K +$4.68K +441 +356%
AF
302
Allworth Financial
California
$5K – – –
KL
303
KWMG LLC
Kansas
$5K – – –
SWP
304
Strategic Wealth Partners
Ohio
$5K +$5K +437 New
GWM
305
Geneos Wealth Management
Colorado
$3K – – –
SMFS
306
Squar Milner Financial Services
California
$3K – – –
RCM
307
Requisite Capital Management
Texas
$3K +$3K +238 New
AC
308
Avestar Capital
New York
$3K +$3K +260 New
HCC
309
Hirtle Callaghan & Co
Pennsylvania
$3K +$3K +268 New
SAM
310
Strategy Asset Managers
California
$2K -$98.3K -9,826 -98%
WEC
311
Winslow Evans & Crocker
Massachusetts
$2K – – –
NFG
312
Next Financial Group
Texas
$2K +$1.02K +87 +104%
NFH
313
NEXT Financial Holdings
Texas
$2K +$2K +171 New
LWA
314
Lenox Wealth Advisors
New York
$2K +$2K +194 New
GAM
315
Gemmer Asset Management
California
$1K -$1.74K -157 -64%
CGT
316
Capital Guardian Trust
California
$1K -$1.48K -74 -60%
ACS
317
Archford Capital Strategies
Illinois
$1K – – –
IFAM
318
Institutional & Family Asset Management
Colorado
$1K – – –
MFW
319
Mosaic Family Wealth
Missouri
$1K +$1K +43 New
PFO
320
Pathstone Family Office
New Jersey
$1K +$1K +48 New
FGAM
321
Financial Gravity Asset Management
Texas
$1K +$1K +69 New
RIA
322
Realta Investment Advisors
Delaware
$1K +$1K +109 New
PFGIA
323
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$1K +111 New
GT
324
Glenmede Trust
Pennsylvania
$388 +$269 +22,268 +227%
MPWT
325
MassMutual Private Wealth & Trust
Connecticut
$97 -$97 -8 -50%
11 12
13
14 15