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UBS Group
UBS

Overview Fund Activity

535 hedge funds and large institutions have $42.3B invested in UBS Group in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 204 increasing their positions, 187 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+11
Holders Change %
+2.1%
% of All Funds
7.76%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
63
Increased
204
Reduced
187
Closed
47
Calls
$1.42B
Puts
$781M
Net Calls
+$635M
Net Calls Change
+$207M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.29B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$878M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$308M
4
UBS Group
4
UBS Group
Switzerland
$4.32B
5
Vontobel Holding
5
Vontobel Holding
Switzerland
$453M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$2.32B
2
Goldman Sachs
2
Goldman Sachs
New York
$744M
3
Morgan Stanley
3
Morgan Stanley
New York
$354M
4
CCM
4
Causeway Capital Management
California
$0
5
DFO
5
Duquesne Family Office
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
326
Brown Advisory
Maryland
$420K +$420K +13,671 New
CC
327
Cipher Capital
New York
$408K +$408K +13,291 New
GC
328
Guggenheim Capital
Illinois
$405K +$140K +4,548 +53%
CCM
329
CAAS Capital Management
New York
$399K – – –
SCP
330
Sivia Capital Partners
California
$396K -$5.78K -188 -1%
ATIA
331
American Trust Investment Advisors
New Hampshire
$393K – – –
SWS
332
SYSTM Wealth Solutions
Illinois
$389K -$91K -2,961 -19%
IC
333
IEQ Capital
California
$389K -$82.1K -2,673 -17%
SA
334
swisspartners Advisors
Switzerland
$388K – – –
SIG
335
Stonegate Investment Group
Alabama
$386K +$10.5K +342 +3%
LC
336
Lindbrook Capital
California
$380K +$6.27K +204 +2%
Focus Partners Wealth
337
Focus Partners Wealth
Massachusetts
$378K -$56.8K -1,851 -13%
SWM
338
Seed Wealth Management
Illinois
$373K -$27.1K -890 -7%
Mitsubishi UFJ Trust & Banking
339
Mitsubishi UFJ Trust & Banking
Japan
$373K -$14.8K -481 -4%
MIF
340
Mediolanum International Funds
Ireland
$369K +$369K +13,054 New
AG
341
Ascent Group
Virginia
$369K -$9.77K -318 -3%
BTI
342
Blue Trust Inc
Georgia
$365K +$58.7K +1,911 +19%
SFS
343
Sowell Financial Services
Arkansas
$361K +$50.7K +1,652 +16%
BFG
344
Bleakley Financial Group
New Jersey
$360K +$65.2K +2,122 +22%
SW
345
Simplicity Wealth
New Jersey
$360K +$360K +11,734 New
CA
346
Claro Advisors
Massachusetts
$359K +$56K +1,823 +18%
PA
347
Pinnacle Associates
New York
$357K -$46.1K -1,500 -11%
WI
348
WrapManager Inc
California
$349K -$7.22K -235 -2%
SA
349
Shilanski & Associates
Alaska
$349K -$4.12K -134 -1%
FCI
350
Financial Counselors Inc
Kansas
$346K -$147K -4,775 -30%
12 13
14
15 16