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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 %
MWM
376
Mission Wealth Management
California
$289K +$289K +9,408 New
KP
377
Keel Point
Alabama
$287K -$1.26K -41 -0.4%
BPA
378
Beacon Pointe Advisors
California
$285K +$45.1K +1,468 +19%
GLA
379
Great Lakes Advisors
Illinois
$283K +$19.4K +631 +7%
BAM
380
Blueshift Asset Management
New Jersey
$282K +$282K +9,164 New
CB
381
Commerce Bank
Missouri
$279K -$553 -18 -0.2%
AWM
382
Avior Wealth Management
Nebraska
$277K +$277K +9,005 New
FOA
383
Five Oceans Advisors
California
$269K – – –
BPCE
384
Bank Pictet & Cie (Europe)
Germany
$268K +$268K +8,709 New
GCM
385
Genus Capital Management
British Columbia, Canada
$267K +$267K +8,704 New
OFS
386
OneAscent Financial Services
Alabama
$264K +$18.1K +590 +7%
AQR Capital Management
387
AQR Capital Management
Connecticut
$263K +$263K +8,546 New
MOS
388
MGO One Seven
Ohio
$260K -$20.1K -653 -7%
1WA
389
180 Wealth Advisors
Washington
$259K -$58.3K -1,898 -18%
CAM
390
Cozad Asset Management
Illinois
$255K -$13.3K -432 -5%
AO
391
Advisor OS
Illinois
$253K +$16.4K +535 +7%
FT
392
Fiduciary Trust
Massachusetts
$248K +$31 +1 +0%
HH
393
Hilltop Holdings
Texas
$246K -$246 -8 -0.1%
BCIM
394
British Columbia Investment Management
British Columbia, Canada
$242K -$58.2K -1,890 -19%
FCCM
395
First City Capital Management
Georgia
$242K -$4.61K -150 -2%
LG
396
Leuthold Group
Minnesota
$237K +$237K +7,715 New
PNC
397
Park National Corp
Ohio
$235K +$33.5K +1,090 +17%
FFM
398
Fullerton Fund Management
Singapore
$233K -$6.08M -197,927 -96%
WPC
399
Wedmont Private Capital
Pennsylvania
$232K +$7.12K +231 +3%
CPBTD
400
Central Pacific Bank - Trust Division
Hawaii
$232K +$232K +7,600 New
14 15
16
17 18