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UBS Group
UBS

Overview Fund Activity

299 hedge funds and large institutions have $16.5B invested in UBS Group in 2019 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 88 increasing their positions, 104 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+10
Holders Change %
+3.46%
% of All Funds
5.9%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
64
Increased
88
Reduced
104
Closed
46
Calls
$313M
Puts
$458M
Net Calls
-$144M
Net Calls Change
+$54.5M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$1.64B
2
PAMU
Pictet Asset Management (UK)
United Kingdom
$311M
3
Goldman Sachs
Goldman Sachs
New York
$471M
4
GQG Partners
GQG Partners
Florida
$118M
5
CS
Credit Suisse
Switzerland
$1.3B

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.73B
2
Franklin Resources
Franklin Resources
California
$183M
3
Invesco
Invesco
Georgia
$88.2M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$164M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCP
301
Stamos Capital Partners
California
– -$1.34M -118,000 Closed
Nomura Holdings
302
Nomura Holdings
Japan
– -$804K -72,152 Closed
FIA
303
FNY Investment Advisers
New York
– -$686K -60,710 Closed
OA
304
Oxbow Advisors
Texas
– -$664K -58,685 Closed
CIP
305
Capital Insight Partners
Arizona
– -$523K -46,285 Closed
SCM
306
Stevens Capital Management
Pennsylvania
– -$469K -41,478 Closed
KWA
307
KCS Wealth Advisory
California
– -$371K -32,844 Closed
ARTA
308
A.R.T. Advisors
New York
– -$363K -32,100 Closed
Mercer Global Advisors
309
Mercer Global Advisors
Colorado
– -$247K -21,879 Closed
WCM
310
Weld Capital Management
New York
– -$235K -20,748 Closed
WS
311
Wedbush Securities
California
– -$217K -19,146 Closed
RA
312
Rational Advisors
New York
– -$170K -15,070 Closed
PAM
313
PVG Asset Management
Colorado
– -$170K -15,070 Closed
RL
314
Ruffer LLP
United Kingdom
– -$163K -14,354 Closed
WP
315
WealthSource Partners
California
– -$148K -13,077 Closed
CG
316
Caprock Group
Idaho
– -$145K -12,856 Closed
FA
317
FDx Advisors
Illinois
– -$130K -11,529 Closed
CIAS
318
Capital Investment Advisory Services
North Carolina
– -$70K -6,216 Closed
CBT
319
Capital Bank & Trust
California
– -$36K -5,796 Closed
PI
320
PEAK6 Investments
Illinois
– -$56K -4,957 Closed
AWM
321
Avior Wealth Management
Nebraska
– -$32K -2,900 Closed
GSWM
322
Golden State Wealth Management
California
– -$30K -2,614 Closed
WCM
323
Whitener Capital Management
North Carolina
– -$21K -1,928 Closed
Bessemer Group
324
Bessemer Group
New Jersey
– -$18K -1,602 Closed
BGIM
325
Brandywine Global Investment Management
Pennsylvania
– -$17K -1,520 Closed
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