UBS icon

UBS Group
UBS

Overview Fund Activity

302 hedge funds and large institutions have $14.2B invested in UBS Group in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 118 increasing their positions, 116 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-1
Holders Change %
-0.33%
% of All Funds
6.11%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
30
Increased
118
Reduced
116
Closed
30
Calls
$359M
Puts
$561M
Net Calls
-$201M
Net Calls Change
+$28.8M

Top Buyers

1
GQG Partners
1
GQG Partners
Florida
$273M
2
CS
2
Credit Suisse
Switzerland
$1.34B
3
Capital International Investors
3
Capital International Investors
California
$428M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$220M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$42.3M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$1.18B
2
Renaissance Technologies
2
Renaissance Technologies
New York
$25.3M
3
Bank of America
3
Bank of America
North Carolina
$203M
4
MWA
4
Marshall Wace Asia
Hong Kong
$8.89M
5
BBVA
5
Banco Bilbao Vizcaya Argentaria
Spain
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BBVA
301
Banco Bilbao Vizcaya Argentaria
Spain
– -$25.8M -2,238,922 Closed
Two Sigma Investments
302
Two Sigma Investments
New York
– -$8.76M -759,224 Closed
D.E. Shaw & Co
303
D.E. Shaw & Co
New York
– -$5.42M -469,377 Closed
Citadel Advisors
304
Citadel Advisors
Florida
– -$2.05M -177,315 Closed
TI
305
Trexquant Investment
Connecticut
– -$1.46M -126,341 Closed
RC
306
RBF Capital
California
– -$781K -67,698 Closed
CMO
307
Covenant Multifamily Offices
Texas
– -$335K -29,033 Closed
FIA
308
FNY Investment Advisers
New York
– -$282K -24,500 Closed
Wolverine Trading
309
Wolverine Trading
Illinois
– -$210K -18,459 Closed
CAM
310
Cozad Asset Management
Illinois
– -$201K -17,384 Closed
TI
311
tru Independence
Oregon
– -$186 -16,100 Closed
AT
312
Arden Trust
Delaware
– -$177K -15,301 Closed
RFC
313
Regions Financial Corp
Alabama
– -$153K -13,247 Closed
GWMIA
314
Global Wealth Management Investment Advisory
Florida
– -$146K -12,689 Closed
CG
315
Cutler Group
California
– -$97K -8,463 Closed
PAG
316
Private Advisor Group
New Jersey
– -$95K -8,263 Closed
CAN
317
Cetera Advisor Networks
California
– -$68K -5,912 Closed
KWM
318
Keebeck Wealth Management
Illinois
– -$57K -5,000 Closed
KPW
319
Kore Private Wealth
New York
– -$47K -4,133 Closed
BL
320
Balentine LLC
Georgia
– -$26K -2,259 Closed
PCM
321
Prelude Capital Management
New York
– -$15K -1,339 Closed
CFG
322
Citizens Financial Group
Rhode Island
– -$14K -1,225 Closed
WT
323
Whittier Trust
California
– -$11K -903 Closed
TC
324
Truvestments Capital
Florida
– -$9K -827 Closed
GWS
325
Glassman Wealth Services
Virginia
– -$8K -656 Closed
10 11 12
13
14