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UBS Group
UBS

Overview Fund Activity

524 hedge funds and large institutions have $41.5B invested in UBS Group in 2023 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 181 increasing their positions, 173 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+41
Holders Change %
+8.49%
% of All Funds
7.68%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.31%
New
99
Increased
181
Reduced
173
Closed
47
Calls
$1.37B
Puts
$945M
Net Calls
+$427M
Net Calls Change
-$67.6M

Top Buyers

1
CCI
Cevian Capital II
Jersey
+$1.35B
2
UBS Group
UBS Group
Switzerland
+$694M
3
Pzena Investment Management
Pzena Investment Management
New York
+$627M
4
Morgan Stanley
Morgan Stanley
New York
+$410M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$364M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$1.38B
2
Norges Bank
Norges Bank
Norway
-$500M
3
Bank of America
Bank of America
North Carolina
-$371M
4
Goldman Sachs
Goldman Sachs
New York
-$336M
5
Amundi
Amundi
France
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
301
Clearstead Advisors
Ohio
$484K -$484K -15,672 -50%
SWS
302
SYSTM Wealth Solutions
Illinois
$483K +$483K +15,626 New
IC
303
IEQ Capital
California
$473K +$172K +5,558 +57%
PP
304
PDS Planning
Ohio
$473K -$3.43K -111 -0.7%
DWM
305
Dakota Wealth Management
Florida
$472K +$472K +15,273 New
UAM
306
UAS Asset Management
New York
$464K +$464K +15,000 New
KFC
307
Klingenstein Fields & Co
New York
$461K – – –
NS
308
NBC Securities
Alabama
$460K -$10.6K -342 -2%
PA
309
Parallel Advisors
California
$459K +$131K +4,250 +40%
AWM
310
AE Wealth Management
Kansas
$459K +$43.8K +1,468 +11%
P
311
Pitcairn
Pennsylvania
$454K +$175K +5,650 +62%
AC
312
AXQ Capital
New Jersey
$454K +$454K +14,700 New
GCM
313
Gallacher Capital Management
Colorado
$454K -$32.8K -1,060 -7%
FNBOH
314
First National Bank of Hutchinson
Kansas
$451K -$148K -4,793 -25%
AIM
315
Achmea Investment Management
Netherlands
$447K -$9.14M -295,250 -95%
PWM
316
Perigon Wealth Management
California
$445K -$551K -17,846 -55%
VF
317
Virtu Financial
New York
$444K +$444K +14,376 New
Focus Partners Wealth
318
Focus Partners Wealth
Massachusetts
$438K +$438K +14,163 New
SIM
319
Studio Investment Management
Illinois
$430K -$78.5K -2,541 -15%
DC
320
Davenport & Co
Virginia
$418K -$20K -646 -5%
GCM
321
Graham Capital Management
Connecticut
$413K +$413K +13,361 New
LFM
322
LGT Fund Management
Liechtenstein
$407K – – –
PA
323
Pinnacle Associates
New York
$406K – – –
SCP
324
Sivia Capital Partners
California
$404K +$404K +13,070 New
CCM
325
Coldstream Capital Management
Washington
$403K +$403K +13,046 New
11 12
13
14 15