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

Top Sellers

1
UBS AM
UBS AM
Illinois
$2.34B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$683M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.82B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.32B
5
SIS
Susquehanna International Securities
Ireland
$738K
Name Holding Trade Value Shares
Change 		Shares
Change %
USCWA
376
U.S. Capital Wealth Advisors
Texas
$293K -$43.9K -1,421 -13%
WRPWM
377
Werba Rubin Papier Wealth Management
California
$290K +$9.12K +295 +3%
WPC
378
Wedmont Private Capital
Pennsylvania
$287K +$27.5K +879 +11%
CB
379
Commerce Bank
Missouri
$287K +$10.7K +346 +4%
FAIM
380
Financial Advocates Investment Management
Washington
$284K -$12.2K -394 -4%
Jones Financial Companies
381
Jones Financial Companies
Missouri
$282K +$195K +6,282 +224%
CFB
382
Cullen/Frost Bankers
Texas
$281K +$67.8K +2,192 +32%
KPWS
383
Kestra Private Wealth Services
Texas
$277K +$277K +8,968 New
KP
384
Keel Point
Alabama
$273K +$1.24K +40 +0.5%
FOA
385
Five Oceans Advisors
California
$273K +$3.15K +102 +1%
MM
386
MQS Management
New York
$267K +$267K +8,649 New
CAM
387
Columbia Asset Management
Michigan
$264K +$8.77K +284 +3%
NRD
388
Nebula Research & Development
New York
$264K +$264K +8,535 New
KeyBank National Association
389
KeyBank National Association
Ohio
$256K -$5.44K -176 -2%
AGP
390
Autumn Glory Partners
Texas
$252K +$252K +7,888 New
FT
391
Fiduciary Trust
Massachusetts
$250K -$155 -5 -0.1%
MAM
392
Morse Asset Management
Connecticut
$243K +$243K +7,875 New
CT
393
Chicago Trust
Illinois
$242K +$31.9K +1,031 +15%
TW
394
Traveka Wealth
California
$241K +$9.77K +316 +4%
WI
395
WrapManager Inc
California
$240K -$54.9K -1,775 -19%
VWM
396
Venturi Wealth Management
Texas
$239K +$112K +3,634 +89%
PNC
397
Park National Corp
Ohio
$237K -$7.02K -227 -3%
FCI
398
Financial Counselors Inc
Kansas
$237K -$66.6K -2,155 -22%
CPBTD
399
Central Pacific Bank - Trust Division
Hawaii
$235K – – –
SMA
400
Seven Mile Advisory
New Jersey
$235K +$14.2K +459 +6%
14 15
16
17 18