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UBS Group
UBS

Overview Fund Activity

545 hedge funds and large institutions have $37.2B invested in UBS Group in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 193 increasing their positions, 203 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
-5
Holders Change %
-0.91%
% of All Funds
7.88%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
55
Increased
193
Reduced
203
Closed
56
Calls
$770M
Puts
$965M
Net Calls
-$195M
Net Calls Change
-$637M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.58B
2
Zurich Cantonal Bank
2
Zurich Cantonal Bank
Switzerland
$1.77B
3
Bank of America
3
Bank of America
North Carolina
$361M
4
Goldman Sachs
4
Goldman Sachs
New York
$640M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$424M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$2.34B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$683M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.82B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.32B
5
SIS
5
Susquehanna International Securities
Ireland
$738K
Name Holding Trade Value Shares
Change 		Shares
Change %
PSP
326
Principal Street Partners
Tennessee
$415K +$205K +6,918 +97%
SCP
327
Sivia Capital Partners
California
$414K -$8.78K -284 -2%
SWM
328
Seed Wealth Management
Illinois
$406K – – –
PA
329
Pinnacle Associates
New York
$406K +$105K +3,400 +35%
LG
330
Leuthold Group
Minnesota
$404K -$10.1K -327 -2%
Citadel Advisors
331
Citadel Advisors
Florida
$400K -$7.28M -235,666 -95%
SWA
332
Sax Wealth Advisors
New Jersey
$397K +$33.1K +1,070 +9%
Rockefeller Capital Management
333
Rockefeller Capital Management
New York
$397K -$180K -5,821 -31%
TPCW
334
TD Private Client Wealth
New York
$396K +$12.2K +394 +3%
TWC
335
TD Waterhouse Canada
Ontario, Canada
$386K +$103K +3,350 +36%
WPA
336
Winning Points Advisors
Florida
$384K +$384K +15,534 New
PWPS
337
Pinnacle Wealth Planning Services
Ohio
$377K +$3.18K +103 +0.9%
FNBOH
338
First National Bank of Hutchinson
Kansas
$375K – – –
BFG
339
Bleakley Financial Group
New Jersey
$370K +$43.6K +1,410 +13%
WSFS
340
Wilmington Savings Fund Society
Delaware
$365K +$365K +11,805 New
SA
341
swisspartners Advisors
Switzerland
$365K – – –
CM
342
Crestline Management
Texas
$362K +$362K +11,711 New
A
343
Allianz
Germany
$357K -$371 -12 -0.1%
SFS
344
Sowell Financial Services
Arkansas
$355K -$9.03K -292 -2%
ATIA
345
American Trust Investment Advisors
New Hampshire
$351K -$44.5K -1,440 -11%
MWM
346
Mission Wealth Management
California
$348K -$26.9K -871 -7%
SF
347
Synovus Financial
Georgia
$347K +$1.79K +58 +0.5%
DOA
348
D'Orazio & Associates
Virginia
$346K -$2.23K -72 -0.6%
DWM
349
Drive Wealth Management
Utah
$345K +$1.98K +64 +0.6%
PWM
350
Perigon Wealth Management
California
$345K -$128K -4,127 -27%
12 13
14
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