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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 %
EWA
401
EverSource Wealth Advisors
Alabama
$230K +$5.1K +190 +2%
SMA
402
Sage Mountain Advisors
Georgia
$225K +$8.79K +286 +4%
ONB
403
Old National Bancorp
Indiana
$225K -$72.5K -2,359 -24%
SMA
404
Seven Mile Advisory
New Jersey
$223K +$5.53K +180 +3%
William Blair & Company
405
William Blair & Company
Illinois
$221K +$276 +9 +0.1%
Carson Wealth (CWM LLC)
406
Carson Wealth (CWM LLC)
Nebraska
$217K +$34.4K +1,121 +19%
TW
407
Traveka Wealth
California
$216K +$10.3K +335 +5%
RWB
408
RMR Wealth Builders
New Jersey
$214K – – –
PSP
409
Principal Street Partners
Tennessee
$212K +$212K +7,131 New
AC
410
AXQ Capital
New Jersey
$212K -$240K -7,800 -53%
CWP
411
Cyndeo Wealth Partners
Florida
$212K -$7.99K -260 -4%
Empower Advisory Group
412
Empower Advisory Group
Colorado
$210K +$3.53K +115 +2%
PS
413
Principal Securities
Iowa
$208K -$93.2K -3,034 -31%
PWPS
414
Pinnacle Wealth Planning Services
Ohio
$206K -$149K -4,866 -42%
CSS
415
Cubist Systematic Strategies
Connecticut
$203K -$1.69M -55,131 -89%
GGA
416
Granite Group Advisors
Connecticut
$201K – – –
IA
417
IFP Advisors
Florida
$199K -$20.2K -657 -9%
GM
418
GeoWealth Management
Illinois
$193K -$34.3K -1,115 -15%
GEA
419
Glen Eagle Advisors
New Jersey
$177K – – –
WT
420
Whittier Trust
California
$154K – – –
FP
421
Financial Perspectives
Minnesota
$150K +$24.6K +800 +20%
KOCAA
422
Knights of Columbus Asset Advisors
Connecticut
$144K -$9.83K -320 -6%
AF
423
Allworth Financial
California
$138K -$553 -18 -0.4%
UB
424
UMB Bank
Missouri
$136K +$55.5K +1,806 +68%
AAP
425
Arax Advisory Partners
Colorado
$135K +$2.24K +73 +2%
15 16
17
18 19