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UBS Group
UBS

Overview Fund Activity

315 hedge funds and large institutions have $17B invested in UBS Group in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 109 increasing their positions, 108 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
7.03%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
56
Increased
109
Reduced
108
Closed
50
Calls
$155M
Puts
$420M
Net Calls
-$265M
Net Calls Change
+$240M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$1.54B
2
Dodge & Cox
Dodge & Cox
California
$1.61B
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$75.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$530M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$181M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$859M
2
Capital World Investors
Capital World Investors
California
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$302M
4
GQG Partners
GQG Partners
Florida
$0
5
Capital Research Global Investors
Capital Research Global Investors
California
$437M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
326
Millennium Management
New York
– -$521K -33,146 Closed
GT
327
Greenleaf Trust
Michigan
– -$487K -30,949 Closed
Nomura Holdings
328
Nomura Holdings
Japan
– -$438K -28,148 Closed
STA
329
Summit Trail Advisors
New York
– -$348K -22,146 Closed
DWT
330
Dorsey & Whitney Trust
South Dakota
– -$323K -20,546 Closed
UR
331
USCA RIA
Texas
– -$316K -20,069 Closed
JCM
332
Jacobi Capital Management
Pennsylvania
– -$224K -14,225 Closed
RRAM
333
River Road Asset Management
Kentucky
– -$206K -13,114 Closed
BCM
334
BTC Capital Management
Iowa
– -$193K -12,180 Closed
LC
335
Lourd Capital
California
– -$172K -10,959 Closed
SW
336
SVB Wealth
Massachusetts
– -$171K -10,873 Closed
BG
337
Bahl & Gaynor
Ohio
– -$170K -10,800 Closed
LSAG
338
Lake Street Advisors Group
New Hampshire
– -$160K -10,165 Closed
HA
339
Harbor Advisors
Florida
– -$158K -10,000 Closed
Fiera Capital (Canada)
340
Fiera Capital (Canada)
Quebec, Canada
– -$157K -10,000 Closed
IWP
341
Icon Wealth Partners
Texas
– -$151K -9,630 Closed
TPWA
342
TRUE Private Wealth Advisors
Oregon
– -$107K -6,793 Closed
CWM
343
Cornerstone Wealth Management
Missouri
– -$280K -4,768 Closed
WWM
344
Willingdon Wealth Management
North Carolina
– -$49K -3,097 Closed
SFM
345
Signet Financial Management
New Jersey
– -$33K -2,099 Closed
CAL
346
Capital Advisors Ltd
Ohio
– -$19K -1,237 Closed
WSTAM
347
Wilbanks Smith & Thomas Asset Management
Virginia
– -$13K -819 Closed
RFWA
348
RPg Family Wealth Advisory
Massachusetts
– -$10.8K -687 Closed
PAM
349
Panagora Asset Management
Massachusetts
– -$9K -595 Closed
AC
350
Avestar Capital
New York
– -$7K -532 Closed
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