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UBS Group
UBS

Overview Fund Activity

345 hedge funds and large institutions have $18B invested in UBS Group in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 128 increasing their positions, 98 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+43
Holders Change %
+14.24%
% of All Funds
6.12%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
77
Increased
128
Reduced
98
Closed
25
Calls
$303M
Puts
$445M
Net Calls
-$142M
Net Calls Change
+$58.6M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$2.01B
2
BIP
Brandes Investment Partners
California
$247M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$207M
4
Allianz Asset Management
Allianz Asset Management
Germany
$285M
5
Goldman Sachs
Goldman Sachs
New York
$486M

Top Sellers

1
GQG Partners
GQG Partners
Florida
$242K
2
Dodge & Cox
Dodge & Cox
California
$1.29B
3
CS
Credit Suisse
Switzerland
$1.55B
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.86B
5
Bank of America
Bank of America
North Carolina
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSB
301
Norway Savings Bank
Maine
$9K +$9K +609 New
ST
302
Smithfield Trust
Pennsylvania
$9K +$9K +644 New
EARNEST Partners
303
EARNEST Partners
Georgia
$8K – – –
HFS
304
Hantz Financial Services
Michigan
$8K +$8K +559 New
FMII
305
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
FFA
306
Freedman Financial Associates
Massachusetts
$7K +$7K +500 New
SIS
307
Sound Income Strategies
Florida
$6K – – –
AF
308
Allworth Financial
California
$6K – – –
KFI
309
Key Financial Inc
Pennsylvania
$6K +$6K +456 New
NFG
310
Next Financial Group
Texas
$5K – – –
BAM
311
Bellevue Asset Management
Washington
$5K +$5K +310 New
BC
312
Bartlett & Co
Ohio
$5K +$5K +338 New
TC
313
Truvestments Capital
Florida
$5K +$5K +409 New
BCWM
314
Bartlett & Co Wealth Management
Ohio
$4.78K +$4.78K +338 New
SPIA
315
Steward Partners Investment Advisory
New York
$4K -$34.1K -2,422 -90%
BFEC
316
Benjamin F. Edwards & Company
Missouri
$4K -$1.6K -100 -29%
ADL
317
Asset Dedication LLC
California
$4K – – –
FCA
318
FinTrust Capital Advisors
South Carolina
$4K – – –
GWM
319
Geneos Wealth Management
Colorado
$4K – – –
CCA
320
Childress Capital Advisors
Texas
$4K +$4K +166 New
AFS
321
Annapolis Financial Services
Maryland
$4K +$4K +309 New
CBT
322
CoreFirst Bank & Trust
Kansas
$4K +$4K +310 New
BNP Paribas Financial Markets
323
BNP Paribas Financial Markets
France
$3.36K -$236K -16,707 -99%
MA
324
MUFG Americas
New York
$3K -$22.3K -1,763 -88%
HWM
325
HighMark Wealth Management
Minnesota
$3K – – –
11 12
13
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