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UBS Group
UBS

Overview Fund Activity

483 hedge funds and large institutions have $31.7B invested in UBS Group in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 157 increasing their positions, 173 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+27
Holders Change %
+5.92%
% of All Funds
7.7%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
74
Increased
157
Reduced
173
Closed
45
Calls
$1.47B
Puts
$972M
Net Calls
+$495M
Net Calls Change
+$474M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$383M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$349M
3
Goldman Sachs
Goldman Sachs
New York
+$286M
4
Norges Bank
Norges Bank
Norway
+$206M
5
Amundi
Amundi
France
+$193M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$455M
2
CS
Credit Suisse
Switzerland
-$330M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$165M
4
Deutsche Bank
Deutsche Bank
Germany
-$130M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
326
Great Lakes Advisors
Illinois
$300K +$300K +12,190 New
1WA
327
180 Wealth Advisors
Washington
$300K +$32.4K +1,316 +12%
WI
328
WrapManager Inc
California
$291K -$6.19K -251 -2%
SA
329
Shilanski & Associates
Alaska
$290K -$3.3K -134 -1%
PWPS
330
Pinnacle Wealth Planning Services
Ohio
$288K +$288K +11,699 New
LC
331
Lindbrook Capital
California
$287K +$33.1K +1,342 +13%
CFM
332
Capricorn Fund Managers
United Kingdom
$279K +$279K +11,338 New
SF
333
Synovus Financial
Georgia
$279K – – –
SIGI
334
Susquehanna International Group (Ireland)
Ireland
$277K +$277K +11,234 New
SIG
335
Stonegate Investment Group
Alabama
$276K – – –
IRC
336
Investors Research Corp
Georgia
$274K -$864K -35,065 -76%
SI
337
Stephens Inc
Arkansas
$274K +$22.3K +906 +9%
SAMT
338
Select Asset Management & Trust
Pennsylvania
$265K – – –
AFG
339
Atomi Financial Group
New York
$265K +$265K +10,749 New
JGGDR
340
JGP Global Gestao de Recursos
Brazil
$264K +$264K +10,723 New
DOA
341
D'Orazio & Associates
Virginia
$263K +$263K +10,684 New
CFB
342
Cullen/Frost Bankers
Texas
$262K – – –
PA
343
Parallel Advisors
California
$262K +$34.5K +1,400 +15%
ONB
344
Old National Bancorp
Indiana
$255K -$11.8K -479 -4%
SS
345
Simplicity Solutions
Minnesota
$254K -$77.5K -3,146 -23%
BFG
346
Bleakley Financial Group
New Jersey
$254K -$77.5K -3,146 -23%
RWA
347
Redhawk Wealth Advisors
Minnesota
$253K +$253K +10,267 New
CL
348
CSS LLC
Illinois
$253K -$335K -13,596 -57%
WRPWM
349
Werba Rubin Papier Wealth Management
California
$252K +$252K +10,230 New
CWM
350
Calamos Wealth Management
Illinois
$250K +$250K +10,148 New
12 13
14
15 16