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UBS Group
UBS

Overview Fund Activity

367 hedge funds and large institutions have $20.7B invested in UBS Group in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 120 increasing their positions, 143 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-8
Holders Change %
-2.13%
% of All Funds
6.21%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
47
Increased
120
Reduced
143
Closed
50
Calls
$295M
Puts
$540M
Net Calls
-$245M
Net Calls Change
+$35.4M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$2.47B
2
Morgan Stanley
Morgan Stanley
New York
$142M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$80M
4
Royal London Asset Management
Royal London Asset Management
United Kingdom
$70.6M
5
DZ Bank
DZ Bank
Germany
$200M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
$0
2
Norges Bank
Norges Bank
Norway
$2.4B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.22B
4
CS
Credit Suisse
Switzerland
$1.69B
5
Capital International Investors
Capital International Investors
California
$54.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
376
Capital International
California
– -$1.69M -86,168 Closed
CL
377
CSS LLC
Illinois
– -$1.66M -85,156 Closed
TI
378
Tidal Investments
Wisconsin
– -$1.59M -81,191 Closed
USGIU
379
U.S. Global Investors (USGI)
Texas
– -$1.43M -73,000 Closed
SM
380
Sciencast Management
New Jersey
– -$1.27M -68,468 Closed
FI
381
Fosun International
China
– -$1.13M -67,985 Closed
Group One Trading
382
Group One Trading
Illinois
– -$1.23M -62,821 Closed
BAM
383
Blueshift Asset Management
New Jersey
– -$486K -24,895 Closed
SS
384
Simplicity Solutions
Minnesota
– -$465K -23,809 Closed
Wolverine Trading
385
Wolverine Trading
Illinois
– -$443K -22,769 Closed
GI
386
GAMCO Investors
Connecticut
– -$391K -20,000 Closed
MM
387
MQS Management
New York
– -$276K -14,141 Closed
CWP
388
Curated Wealth Partners
California
– -$223K -12,494 Closed
CBFP
389
Cedar Brook Financial Partners
Ohio
– -$236K -12,078 Closed
JPMPWA
390
J.P. Morgan Private Wealth Advisors
California
– -$234K -11,979 Closed
DWT
391
Dorsey & Whitney Trust
South Dakota
– -$224K -11,475 Closed
BMCM
392
Burns Matteson Capital Management
New York
– -$217K -11,124 Closed
BPA
393
Beacon Pointe Advisors
California
– -$214K -10,958 Closed
Capital Fund Management (CFM)
394
Capital Fund Management (CFM)
France
– -$203K -10,403 Closed
VCP
395
Verus Capital Partners
Arizona
– -$188K -10,150 Closed
MOS
396
MGO One Seven
Ohio
– -$198K -10,150 Closed
CW
397
CreativeOne Wealth
Kansas
– -$197K -10,084 Closed
AWA
398
Aaron Wealth Advisors
Illinois
– -$297K -5,803 Closed
SM
399
SG3 Management
Puerto Rico
– -$98K -5,000 Closed
FWM
400
Focused Wealth Management
New York
– -$86K -4,400 Closed
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