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UBS Group
UBS

Overview Fund Activity

456 hedge funds and large institutions have $25.7B invested in UBS Group in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 163 increasing their positions, 158 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+23
Holders Change %
+5.31%
% of All Funds
7.19%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.32%
New
95
Increased
163
Reduced
158
Closed
68
Calls
$839M
Puts
$818M
Net Calls
+$21.1M
Net Calls Change
+$121M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$316M
2
Capital World Investors
Capital World Investors
California
+$242M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$196M
4
Bank of America
Bank of America
North Carolina
+$175M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$146M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$3.82B
2
PL
Perpetual Ltd
Australia
-$82M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$81.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$71.3M
5
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
-$53M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
301
Valeo Financial Advisors
Indiana
$335K +$87.5K +4,319 +35%
CG
302
Colony Group
Massachusetts
$335K -$4.36K -215 -1%
WP
303
Waycross Partners
Kentucky
$334K +$334K +16,500 New
SRC
304
Sage Rhino Capital
California
$334K +$750 +37 +0.2%
FCI
305
Financial Counselors Inc
Kansas
$321K -$170K -8,398 -35%
Prudential Financial
306
Prudential Financial
New Jersey
$320K -$40.4K -1,994 -11%
CA
307
Clearstead Advisors
Ohio
$318K +$2.05K +101 +0.6%
Parallax Volatility Advisers
308
Parallax Volatility Advisers
California
$315K -$2.35M -115,990 -88%
PP
309
PDS Planning
Ohio
$307K +$70.3K +3,470 +30%
ATIA
310
American Trust Investment Advisors
New Hampshire
$304K -$41K -2,025 -12%
Fisher Asset Management
311
Fisher Asset Management
Washington
$304K +$9.45K +466 +3%
SCA
312
Snowden Capital Advisors
New York
$296K +$296K +14,600 New
SA
313
swisspartners Advisors
Switzerland
$283K – – –
AWM
314
AE Wealth Management
Kansas
$278K -$931K -45,935 -77%
SS
315
Simplicity Solutions
Minnesota
$273K -$17.8K -878 -6%
BFG
316
Bleakley Financial Group
New Jersey
$273K -$17.8K -878 -6%
Wealth Enhancement Advisory Services
317
Wealth Enhancement Advisory Services
Minnesota
$273K – – –
MTIM
318
Marathon Trading Investment Management
Pennsylvania
$272K +$272K +13,429 New
SIA
319
Soltis Investment Advisors
Utah
$269K +$4.42K +218 +2%
SWM
320
Seed Wealth Management
Illinois
$266K – – –
PA
321
Pinnacle Associates
New York
$266K +$2.11K +104 +0.8%
CWAG
322
Compton Wealth Advisory Group
Virginia
$255K – – –
Lido Advisors
323
Lido Advisors
California
$252K +$252K +12,439 New
IC
324
IEQ Capital
California
$250K +$250K +12,317 New
Hudson Bay Capital Management
325
Hudson Bay Capital Management
Connecticut
$248K +$248K +12,222 New
11 12
13
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