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UBS Group
UBS

Overview Fund Activity

319 hedge funds and large institutions have $24.6B invested in UBS Group in 2018 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 103 increasing their positions, 88 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+30
Holders Change %
+10.38%
% of All Funds
7.32%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
69
Increased
103
Reduced
88
Closed
38
Calls
$199M
Puts
$556M
Net Calls
-$357M
Net Calls Change
-$92.9M

Top Buyers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
+$207M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$132M
3
AL
Appaloosa LP
New Jersey
+$122M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$106M
5
Wells Fargo
Wells Fargo
California
+$90.8M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$701M
2
Norges Bank
Norges Bank
Norway
-$255M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$67M
4
CLOS
Compagnie Lombard Odier SCmA
Switzerland
-$59.6M
5
MWA
Marshall Wace Asia
Hong Kong
-$55.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
326
Cerity Partners
New York
– -$833K -45,293 Closed
TA
327
Teachers Advisors
New York
– -$632K -34,310 Closed
GQG Partners
328
GQG Partners
Florida
– -$585K -31,807 Closed
Nomura Holdings
329
Nomura Holdings
Japan
– -$533K -28,974 Closed
WIS
330
Wright Investors Service
Connecticut
– -$479K -26,028 Closed
HI
331
HBK Investments
Texas
– -$397K -21,600 Closed
NAMA
332
Nikko Asset Management Americas
New York
– -$328K -19,200 Closed
OTPPB
333
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$332K -18,015 Closed
PAG
334
Private Advisor Group
New Jersey
– -$300K -15,967 Closed
Assenagon Asset Management
335
Assenagon Asset Management
Luxembourg
– -$257K -13,947 Closed
FAAS
336
First Allied Advisory Services
California
– -$221K -12,111 Closed
First Trust Advisors
337
First Trust Advisors
Illinois
– -$190K -10,328 Closed
OWA
338
One Wealth Advisors
California
– -$80K -4,362 Closed
ZB
339
Zions Bancorporation
Utah
– -$71K -3,842 Closed
PCG
340
Private Capital Group
Connecticut
– -$60 -3,272 Closed
EWM
341
Evercore Wealth Management
New York
– -$55K -3,000 Closed
CMO
342
Covenant Multifamily Offices
Texas
– -$54K -2,940 Closed
OFW
343
Omnia Family Wealth
Florida
– -$23K -1,226 Closed
WA
344
Winfield Associates
Ohio
– -$22K -1,175 Closed
PWM
345
Paulson Wealth Management
Illinois
– -$20K -1,084 Closed
TL
346
TrueWealth LLC
Georgia
– -$17K -900 Closed
AFNAS
347
American Financial Network Advisory Services
California
– -$17K -899 Closed
RPC
348
Rossmore Private Capital
Connecticut
– -$13.2K -720 Closed
GRP
349
Global Retirement Partners
California
– -$10K -526 Closed
SPI
350
Santori & Peters Inc
Pennsylvania
– -$5K -311 Closed
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