UBS icon

UBS Group
UBS

Overview Fund Activity

535 hedge funds and large institutions have $42.3B invested in UBS Group in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 204 increasing their positions, 187 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+11
Holders Change %
+2.1%
% of All Funds
7.76%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
63
Increased
204
Reduced
187
Closed
47
Calls
$1.42B
Puts
$781M
Net Calls
+$635M
Net Calls Change
+$207M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.29B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$878M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$308M
4
UBS Group
4
UBS Group
Switzerland
$4.32B
5
Vontobel Holding
5
Vontobel Holding
Switzerland
$453M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$2.32B
2
Goldman Sachs
2
Goldman Sachs
New York
$744M
3
Morgan Stanley
3
Morgan Stanley
New York
$354M
4
CCM
4
Causeway Capital Management
California
$0
5
DFO
5
Duquesne Family Office
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WPA
301
Winning Points Advisors
Florida
$551K – – –
A
302
Allianz
Germany
$547K +$547K +17,760 New
FIM
303
Freedom Investment Management
Connecticut
$546K -$45.5K -1,480 -8%
SW
304
SVB Wealth
Massachusetts
$542K -$153K -4,969 -22%
WS
305
Wedbush Securities
California
$534K +$327K +10,630 +157%
AA
306
ALPS Advisors
Colorado
$533K -$27.3K -889 -5%
OAM
307
Oppenheimer Asset Management
New York
$511K -$528K -17,196 -51%
PP
308
PDS Planning
Ohio
$509K +$38.4K +1,250 +8%
SRC
309
Sage Rhino Capital
California
$498K +$3.93K +128 +0.8%
FA
310
FDx Advisors
Illinois
$497K -$12.8K -418 -3%
HF
311
HRT Financial
New York
$496K -$143K -4,644 -22%
PA
312
Parallel Advisors
California
$496K +$38.8K +1,262 +8%
GI
313
Gradient Investments
Minnesota
$495K -$57.7K -1,878 -10%
PWM
314
Perigon Wealth Management
California
$471K +$27.9K +909 +6%
CA
315
Clearstead Advisors
Ohio
$465K – – –
KFC
316
Klingenstein Fields & Co
New York
$459K – – –
SIM
317
Studio Investment Management
Illinois
$458K +$30.8K +1,002 +7%
FNBOH
318
First National Bank of Hutchinson
Kansas
$451K +$2.27K +74 +0.5%
DWM
319
Dakota Wealth Management
Florida
$448K -$20.8K -677 -4%
GCM
320
Gallacher Capital Management
Colorado
$442K -$8.94K -291 -2%
NS
321
NBC Securities
Alabama
$438K -$18.7K -610 -4%
CC
322
Callan Capital
California
$438K +$438K +14,255 New
CCM
323
Coldstream Capital Management
Washington
$423K +$22.2K +724 +6%
DC
324
Davenport & Co
Virginia
$422K +$6.82K +222 +2%
TWC
325
TD Waterhouse Canada
Ontario, Canada
$421K +$124K +4,225 +42%
11 12
13
14 15