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UBS Group
UBS

Overview Fund Activity

375 hedge funds and large institutions have $23.6B invested in UBS Group in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 116 increasing their positions, 148 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+12
Holders Change %
+3.31%
% of All Funds
6.05%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
62
Increased
116
Reduced
148
Closed
44
Calls
$348M
Puts
$492M
Net Calls
-$144M
Net Calls Change
+$119M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$841M
2
Marshall Wace
Marshall Wace
United Kingdom
$103M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$404M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$77.7M
5
Dodge & Cox
Dodge & Cox
California
$2.97B

Top Sellers

1
Norges Bank
Norges Bank
Norway
$2.18B
2
CS
Credit Suisse
Switzerland
$1.83B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$887M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$0
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$38.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
301
Rockefeller Capital Management
New York
$77K -$38.8K -2,108 -33%
FP
302
Financial Perspectives
Minnesota
$76.4K – – –
HNB
303
Huntington National Bank
Ohio
$74K +$1.1K +59 +2%
SSG
304
Summit Securities Group
New York
$63K +$63K +3,391 New
CFD
305
Creative Financial Designs
Indiana
$60.1K – – –
ZB
306
Zions Bancorporation
Utah
$53.3K +$23.7K +1,272 +80%
CFG
307
CKW Financial Group
Hawaii
$50K – – –
First Manhattan
308
First Manhattan
New York
$46.8K +$46.8K +2,506 New
MHR
309
Matthew Hamilton Rosenberg
$45.9K +$6.63K +355 +17%
BAM
310
Belpointe Asset Management
Nevada
$41.1K +$41.1K +2,199 New
Bessemer Group
311
Bessemer Group
New Jersey
$39K -$26K -1,381 -40%
AWM
312
Accel Wealth Management
Iowa
$38.6K – – –
HFM
313
Harvest Fund Management
China
$35K – – –
GRP
314
Global Retirement Partners
California
$30.4K – – –
Jones Financial Companies
315
Jones Financial Companies
Missouri
$30K +$1.9K +103 +7%
TCWA
316
Ten Capital Wealth Advisors
Washington
$27.8K – – –
BFEC
317
Benjamin F. Edwards & Company
Missouri
$27K +$3.13K +168 +13%
TWC
318
TD Waterhouse Canada
Ontario, Canada
$27K -$1.34K -65 -5%
HCP
319
Hexagon Capital Partners
Arkansas
$25.5K -$13.9K -742 -35%
SPIA
320
Steward Partners Investment Advisory
New York
$25.3K +$4.46K +239 +21%
AF
321
Advisornet Financial
Minnesota
$23.6K – – –
MPWT
322
MassMutual Private Wealth & Trust
Connecticut
$22K +$7.05K +374 +47%
PPC
323
Park Place Capital
Alabama
$21K +$21K +1,128 New
UB
324
UMB Bank
Missouri
$19K – – –
CB
325
Community Bank
New York
$18.7K – – –
11 12
13
14 15