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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 %
IRC
351
Investors Research Corp
Georgia
$344K – – –
SMA
352
Sage Mountain Advisors
Georgia
$339K – – –
LC
353
Lindbrook Capital
California
$337K -$59.4K -1,923 -15%
BCM
354
Barometer Capital Management
Ontario, Canada
$337K – – –
CA
355
Claro Advisors
Massachusetts
$331K -$1.39K -45 -0.4%
CG
356
Caprock Group
Idaho
$330K +$20.7K +671 +7%
OBAM
357
ODDO BHF Asset Management
France
$330K +$330K +12,661 New
AG
358
Ascent Group
Virginia
$325K -$2.07K -67 -0.6%
SI
359
Stephens Inc
Arkansas
$322K – – –
HH
360
Hilltop Holdings
Texas
$321K +$75.1K +2,435 +30%
SA
361
Shilanski & Associates
Alaska
$321K -$4.7K -152 -1%
DAS
362
Diversify Advisory Services
Utah
$321K -$116K -3,566 -27%
MFIM
363
Mesirow Financial Investment Management
Illinois
$316K -$8.44K -273 -3%
BPCE
364
Bank Pictet & Cie (Europe)
Germany
$315K +$46.3K +1,500 +17%
WT
365
Whittier Trust
California
$314K +$46.4K +1,500 +17%
OL
366
Optas LLC
Texas
$308K +$2.29K +74 +0.7%
CP
367
Covenant Partners
Tennessee
$306K -$313K -10,123 -51%
Focus Partners Wealth
368
Focus Partners Wealth
Massachusetts
$305K -$77.1K -2,494 -20%
KOCAA
369
Knights of Columbus Asset Advisors
Connecticut
$303K +$62.5K +2,023 +26%
OC
370
Oppenheimer & Co
New York
$302K -$1.96M -63,322 -87%
DADC
371
D.A. Davidson & Co
Montana
$301K +$618 +20 +0.2%
CWM
372
Calamos Wealth Management
Illinois
$300K – – –
CC
373
Centiva Capital
New York
$299K -$138K -4,469 -32%
AWM
374
Aprio Wealth Management
Georgia
$297K -$3.28K -106 -1%
BC
375
Bridgefront Capital
Texas
$294K +$294K +9,509 New
13 14
15
16 17