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UBS Group
UBS

Overview Fund Activity

456 hedge funds and large institutions have $25.7B invested in UBS Group in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 163 increasing their positions, 158 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+23
Holders Change %
+5.31%
% of All Funds
7.19%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.32%
New
95
Increased
163
Reduced
158
Closed
68
Calls
$839M
Puts
$818M
Net Calls
+$21.1M
Net Calls Change
+$121M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$316M
2
Capital World Investors
Capital World Investors
California
+$242M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$196M
4
Bank of America
Bank of America
North Carolina
+$175M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$146M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$3.82B
2
PL
Perpetual Ltd
Australia
-$82M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$81.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$71.3M
5
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
-$53M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
326
Guggenheim Capital
Illinois
$247K -$2.94K -145 -1%
WI
327
WrapManager Inc
California
$245K +$21.6K +1,065 +10%
Verition Fund Management
328
Verition Fund Management
Connecticut
$244K -$201K -9,934 -45%
AG
329
Ascent Group
Virginia
$242K -$44.4K -2,014 -15%
SA
330
Shilanski & Associates
Alaska
$241K +$1.93K +95 +0.8%
Wolverine Trading
331
Wolverine Trading
Illinois
$240K -$797K -39,852 -77%
PCM
332
Penserra Capital Management
California
$235K -$310K -15,350 -57%
CWP
333
Capital Wealth Planning
Florida
$233K -$311K -15,358 -57%
SF
334
Synovus Financial
Georgia
$229K – – –
SIG
335
Stonegate Investment Group
Alabama
$227K +$7.72K +381 +4%
1WA
336
180 Wealth Advisors
Washington
$222K +$1.23K +60 +0.6%
CS
337
Comerica Securities
Michigan
$222K -$32K -1,580 -13%
ONB
338
Old National Bancorp
Indiana
$220K -$459K -22,656 -68%
SAMT
339
Select Asset Management & Trust
Pennsylvania
$218K – – –
CFB
340
Cullen/Frost Bankers
Texas
$216K – – –
LC
341
Lindbrook Capital
California
$209K -$18.6K -917 -8%
SI
342
Stephens Inc
Arkansas
$207K -$12.8K -633 -6%
DI
343
Diligent Investors
California
$204K +$973 +48 +0.5%
CP
344
Covenant Partners
Tennessee
$201K -$7.4K -365 -4%
Walleye Trading
345
Walleye Trading
New York
$190K +$190K +9,397 New
PA
346
Parallel Advisors
California
$187K +$10.4K +515 +6%
CG
347
Cutler Group
California
$171K -$496K -24,485 -74%
GEA
348
Glen Eagle Advisors
New Jersey
$156K +$153K +7,533 +4,208%
EWA
349
EverSource Wealth Advisors
Alabama
$150K +$31.5K +1,556 +27%
IA
350
IFP Advisors
Florida
$131K +$5.01K +247 +4%
12 13
14
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