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UBS Group
UBS

Overview Fund Activity

345 hedge funds and large institutions have $18B invested in UBS Group in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 128 increasing their positions, 98 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+43
Holders Change %
+14.24%
% of All Funds
6.12%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
77
Increased
128
Reduced
98
Closed
25
Calls
$303M
Puts
$445M
Net Calls
-$142M
Net Calls Change
+$58.6M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$2.01B
2
BIP
Brandes Investment Partners
California
$247M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$207M
4
Allianz Asset Management
Allianz Asset Management
Germany
$285M
5
Goldman Sachs
Goldman Sachs
New York
$486M

Top Sellers

1
GQG Partners
GQG Partners
Florida
$242K
2
Dodge & Cox
Dodge & Cox
California
$1.29B
3
CS
Credit Suisse
Switzerland
$1.55B
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.86B
5
Bank of America
Bank of America
North Carolina
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
326
Global Retirement Partners
California
$3K +$1.68K +115 +126%
VCG
327
Vantage Consulting Group
Virginia
$3K +$3K +219 New
GEA
328
Glen Eagle Advisors
New Jersey
$2.53K +$2.53K +179 New
LWM
329
Liberty Wealth Management
California
$2K +$644 +65 +47%
CCA
330
Column Capital Advisors
Indiana
$2K +$1.01K +84 +102%
DAC
331
Dividend Assets Capital
South Carolina
$2K +$2K +146 New
CAL
332
Capital Analysts LLC
Pennsylvania
$2K +$2K +175 New
ABC
333
Associated Banc-Corp
Wisconsin
$1K – – –
MAM
334
Meeder Asset Management
Ohio
$1K – – –
LWA
335
Lenox Wealth Advisors
New York
$1K – – –
JCM
336
Jacobi Capital Management
Pennsylvania
$1K +$1K +52 New
CL
337
COWA LLC
Oklahoma
$1K +$1K +71 New
BHWM
338
Bay Harbor Wealth Management
Maryland
$1K +$1K +82 New
PMFA
339
Plante Moran Financial Advisors
Michigan
$1K +$1K +85 New
RPWA
340
Regent Peak Wealth Advisors
Georgia
$1K +$1K +89 New
CFGS
341
Concourse Financial Group Securities
Alabama
$1K +$1K +96 New
FI
342
Fosun International
China
$911 +$95 +8,565 +12%
PFM
343
Premier Fund Managers
United Kingdom
– -$7.08M -642,100 Closed
SIS
344
Susquehanna International Securities
Ireland
– -$4.57M -409,731 Closed
Two Sigma Advisers
345
Two Sigma Advisers
New York
– -$4.46M -399,655 Closed
SCP
346
Stamos Capital Partners
California
– -$1.93M -173,000 Closed
ANTB
347
AMG National Trust Bank
Colorado
– -$1.65M -147,983 Closed
JIC
348
Johnson Investment Counsel
Ohio
– -$1.14M -102,375 Closed
LAM
349
Lingohr Asset Management
Germany
– -$458K -40,978 Closed
Group One Trading
350
Group One Trading
Illinois
– -$392K -35,190 Closed
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