UBS icon

UBS Group
UBS

Overview Fund Activity

346 hedge funds and large institutions have $18.4B invested in UBS Group in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 143 increasing their positions, 96 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+1
Holders Change %
+0.29%
% of All Funds
6.09%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
47
Increased
143
Reduced
96
Closed
44
Calls
$383M
Puts
$619M
Net Calls
-$236M
Net Calls Change
-$93.5M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$743M
2
GQG Partners
GQG Partners
Florida
$114M
3
CS
Credit Suisse
Switzerland
$1.81B
4
Russell Investments Group
Russell Investments Group
United Kingdom
$135M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$98.4M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$2.42B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$259M
3
Dodge & Cox
Dodge & Cox
California
$1.38B
4
SCCM
Schafer Cullen Capital Management
New York
$0
5
Marshall Wace
Marshall Wace
United Kingdom
$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBT
326
CoreFirst Bank & Trust
Kansas
$5K – – –
FCA
327
FinTrust Capital Advisors
South Carolina
$5K – – –
AFS
328
Annapolis Financial Services
Maryland
$5K – – –
BFEC
329
Benjamin F. Edwards & Company
Missouri
$4K – – –
MA
330
MUFG Americas
New York
$4K – – –
GWM
331
Geneos Wealth Management
Colorado
$4K – – –
HWM
332
HighMark Wealth Management
Minnesota
$4K +$643 +41 +19%
AWA
333
Arkadios Wealth Advisors
Georgia
$4K +$4K +303 New
GRP
334
Global Retirement Partners
California
$3K – – –
CAL
335
Capital Analysts LLC
Pennsylvania
$3K – – –
CCA
336
Column Capital Advisors
Indiana
$3K – – –
EWM
337
Endurance Wealth Management
Rhode Island
$3K +$3K +200 New
GEA
338
Glen Eagle Advisors
New Jersey
$2.78K – – –
DAC
339
Dividend Assets Capital
South Carolina
$2K – – –
LWM
340
Liberty Wealth Management
California
$2K – – –
SC
341
Solstein Capital
California
$2K +$2K +101 New
CFGS
342
Concourse Financial Group Securities
Alabama
$1K – – –
PMFA
343
Plante Moran Financial Advisors
Michigan
$1K – – –
LWA
344
Lenox Wealth Advisors
New York
$1K – – –
BBHC
345
Brown Brothers Harriman & Co
New York
$46 +$46 +2,945 New
SCCM
346
Schafer Cullen Capital Management
New York
– -$45.9M -3,250,705 Closed
Aristotle Capital Management
347
Aristotle Capital Management
California
– -$30.8M -2,176,559 Closed
OAMG
348
Odey Asset Management Group
United Kingdom
– -$18.7M -1,324,272 Closed
Mitsubishi UFJ Trust & Banking
349
Mitsubishi UFJ Trust & Banking
Japan
– -$14.6M -1,032,492 Closed
O
350
Ossiam
France
– -$8.23M -583,014 Closed
12 13
14
15 16