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UBS Group
UBS

Overview Fund Activity

550 hedge funds and large institutions have $41.3B invested in UBS Group in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 216 increasing their positions, 178 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
+15
Holders Change %
+2.8%
% of All Funds
8%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.25%
New
76
Increased
216
Reduced
178
Closed
56
Calls
$1.22B
Puts
$780M
Net Calls
+$442M
Net Calls Change
-$192M

Top Buyers

1
UBS AM
UBS AM
Illinois
$2.63B
2
Legal & General Group
Legal & General Group
United Kingdom
$823M
3
UBS Group
UBS Group
Switzerland
$4.63B
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.69B
5
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$1.59B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.45B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$63.8M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$0
4
Goldman Sachs
Goldman Sachs
New York
$524M
5
Deutsche Bank
Deutsche Bank
Germany
$624M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
301
Davenport & Co
Virginia
$497K +$91K +3,080 +22%
PA
302
Parallel Advisors
California
$489K +$12.4K +420 +3%
CC
303
Callan Capital
California
$486K +$65K +2,200 +15%
PP
304
PDS Planning
Ohio
$484K -$5.11K -173 -1%
XT
305
XTX Topco
Cayman Islands
$479K +$479K +16,212 New
GI
306
Gradient Investments
Minnesota
$477K +$89 +3 +0%
TFS
307
Thoroughbred Financial Services
Tennessee
$473K +$473K +16,016 New
BRWA
308
B. Riley Wealth Advisors
Florida
$469K -$415K -14,049 -47%
SRC
309
Sage Rhino Capital
California
$466K -$12.5K -423 -3%
HF
310
HRT Financial
New York
$463K -$13.5K -459 -3%
IC
311
IEQ Capital
California
$463K +$89.3K +3,022 +24%
GC
312
Guggenheim Capital
Illinois
$460K +$71K +2,402 +18%
GCM
313
Gallacher Capital Management
Colorado
$458K +$33K +1,118 +8%
FA
314
FDx Advisors
Illinois
$457K -$21.4K -724 -4%
PWM
315
Perigon Wealth Management
California
$451K -$1.3K -44 -0.3%
Walleye Capital
316
Walleye Capital
New York
$451K -$7M -236,999 -94%
FRM
317
Fox Run Management
Connecticut
$449K +$168K +5,679 +60%
SIM
318
Studio Investment Management
Illinois
$446K +$5.44K +184 +1%
KFC
319
Klingenstein Fields & Co
New York
$441K – – –
BA
320
Bridgewater Advisors
New York
$437K +$437K +14,477 New
SIG
321
Stonegate Investment Group
Alabama
$433K +$62.1K +2,101 +17%
SW
322
SVB Wealth
Massachusetts
$431K -$90.5K -3,062 -17%
FIM
323
Freedom Investment Management
Connecticut
$422K -$103K -3,481 -20%
CC
324
Centiva Capital
New York
$418K +$418K +14,158 New
DWM
325
Dakota Wealth Management
Florida
$414K -$17.2K -583 -4%
11 12
13
14 15