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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 %
DOA
351
D'Orazio & Associates
Virginia
$346K +$11.7K +381 +4%
SF
352
Synovus Financial
Georgia
$345K +$2.03K +66 +0.6%
Tudor Investment Corp
353
Tudor Investment Corp
Connecticut
$344K -$281K -9,140 -45%
IRC
354
Investors Research Corp
Georgia
$342K – – –
DWM
355
Drive Wealth Management
Utah
$330K +$13.8K +449 +4%
JGGDR
356
JGP Global Gestao de Recursos
Brazil
$329K +$329K +10,723 New
P
357
&Partners
Tennessee
$322K +$31.7K +1,032 +11%
WRPWM
358
Werba Rubin Papier Wealth Management
California
$321K +$3.35K +109 +1%
SI
359
Stephens Inc
Arkansas
$320K -$13.6K -444 -4%
CG
360
Caprock Group
Idaho
$319K +$10.4K +338 +3%
USCWA
361
U.S. Capital Wealth Advisors
Texas
$317K -$42.9K -1,395 -12%
MFIM
362
Mesirow Financial Investment Management
Illinois
$309K -$12.6K -410 -4%
GI
363
GAMCO Investors
Connecticut
$309K +$1.84K +60 +0.6%
DI
364
Diligent Investors
California
$309K +$92 +3 +0%
CWM
365
Calamos Wealth Management
Illinois
$308K – – –
RWA
366
Redhawk Wealth Advisors
Minnesota
$306K -$9.22K -300 -3%
AWM
367
Aprio Wealth Management
Georgia
$306K +$27.4K +891 +10%
Thrivent Financial for Lutherans
368
Thrivent Financial for Lutherans
Minnesota
$305K +$26.1K +850 +9%
CP
369
Covenant Partners
Tennessee
$304K -$342K -11,138 -53%
Verition Fund Management
370
Verition Fund Management
Connecticut
$304K +$104K +3,376 +52%
OL
371
Optas LLC
Texas
$300K -$492 -16 -0.2%
DADC
372
D.A. Davidson & Co
Montana
$299K -$2.24K -73 -0.7%
FAIM
373
Financial Advocates Investment Management
Washington
$294K +$7K +228 +2%
FRM
374
Fox Run Management
Connecticut
$292K -$42.4K -1,379 -13%
CFB
375
Cullen/Frost Bankers
Texas
$291K +$1.54K +50 +0.5%
13 14
15
16 17