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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 %
PI
426
PEAK6 Investments
Illinois
$133K +$133K +4,322 New
HCP
427
Hexagon Capital Partners
Arkansas
$128K +$12.9K +420 +11%
BGAI
428
Bruce G. Allen Investments
Colorado
$125K -$3.38K -110 -3%
SPIA
429
Steward Partners Investment Advisory
New York
$123K +$71.7K +2,334 +140%
Simplex Trading
430
Simplex Trading
Illinois
$106K -$2.24M -73,575 -95%
MPWT
431
MassMutual Private Wealth & Trust
Connecticut
$105K +$8.11K +264 +8%
EL
432
EMFO LLC
Florida
$92.2K – – –
HNB
433
Huntington National Bank
Ohio
$84.3K +$1.63K +53 +2%
TFIPS
434
Towarzystwo Funduszy Inwestycyjnych PZU SA
$81.2K – – –
CFD
435
Creative Financial Designs
Indiana
$80.3K – – –
MHR
436
Matthew Hamilton Rosenberg
$80K +$5.09K +167 +7%
CFGS
437
Concourse Financial Group Securities
Alabama
$79K -$1.66K -54 -2%
RIL
438
Rothschild Investment LLC
Illinois
$79K +$6.48K +211 +9%
HI
439
Harbour Investments
Wisconsin
$71.5K +$71.5K +2,327 New
CIBC Private Wealth Group
440
CIBC Private Wealth Group
Georgia
$62.2K +$62.2K +2,040 New
CAM
441
Cacti Asset Management
Georgia
$61.8K – – –
LP
442
LMR Partners
United Kingdom
$61.5K – – –
First Manhattan
443
First Manhattan
New York
$61.4K – – –
WT
444
Washington Trust
Rhode Island
$60K – – –
GRP
445
Global Retirement Partners
California
$59.2K -$4.7K -153 -7%
AWM
446
Activest Wealth Management
Florida
$56K +$52.5K +1,706 +1,537%
TPCW
447
TD Private Client Wealth
New York
$52.5K -$11.1K -360 -17%
MG
448
Mather Group
Illinois
$51.3K +$51.3K +1,661 New
ZB
449
Zions Bancorporation
Utah
$49.9K -$707 -23 -1%
LFG
450
Larson Financial Group
Missouri
$46.7K +$45.9K +1,493 +5,742%
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