UBS icon

UBS Group
UBS

Overview Fund Activity

456 hedge funds and large institutions have $25.7B invested in UBS Group in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 163 increasing their positions, 158 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+23
Holders Change %
+5.31%
% of All Funds
7.19%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.32%
New
95
Increased
163
Reduced
158
Closed
68
Calls
$839M
Puts
$818M
Net Calls
+$21.1M
Net Calls Change
+$121M

Top Buyers

1
Norges Bank
Norges Bank
Norway
$3.42B
2
Capital World Investors
Capital World Investors
California
$367M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$411M
4
Bank of America
Bank of America
North Carolina
$346M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.25B

Top Sellers

1
UBS Group
UBS Group
Switzerland
$2.31B
2
PL
Perpetual Ltd
Australia
$13.4M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$40.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$22.3M
5
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
451
Moisand Fitzgerald Tamayo
Florida
$183 +$183 +9 New
SC
452
Stephens Consulting
Michigan
$61 +$61 +3 New
CCMG
453
Clark Capital Management Group
Pennsylvania
– -$29.3M -1,372,072 Closed
MVP
454
Miller Value Partners
Florida
– -$25.1M -1,178,255 Closed
Capital International Investors
455
Capital International Investors
California
– -$16.2M -769,440 Closed
CGPCS
456
Capital Group Private Client Services
California
– -$13.9M -660,102 Closed
BBA
457
Baader Bank Aktiengesellschaft
Germany
– -$9.65M -500,000 Closed
CM
458
Caption Management
Oklahoma
– -$10.2M -480,000 Closed
Two Sigma Advisers
459
Two Sigma Advisers
New York
– -$8.53M -399,485 Closed
IHL
460
Investment House LLC
California
– -$7.06M -330,813 Closed
RG
461
Renaissance Group
Kentucky
– -$6.61M -309,714 Closed
WBC
462
Westpac Banking Corp
Australia
– -$5.71M -296,223 Closed
PBCM
463
Point Break Capital Management
Florida
– -$5.25M -245,800 Closed
OTPPB
464
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$3.92M -185,857 Closed
EAM
465
Exane Asset Management
France
– -$3.2M -151,651 Closed
Squarepoint
466
Squarepoint
New York
– -$2.4M -112,676 Closed
TAM
467
Tocqueville Asset Management
New York
– -$1.79M -83,782 Closed
OQS
468
Occudo Quantitative Strategies
Florida
– -$1.74M -81,622 Closed
CIS
469
Capital International Sarl
California
– -$1.59M -75,071 Closed
CCM
470
Cullen Capital Management
New York
– -$1.38M -64,817 Closed
Arrowstreet Capital
471
Arrowstreet Capital
Massachusetts
– -$1.11M -52,566 Closed
MCC
472
Money Concepts Capital
Florida
– -$1.07M -50,068 Closed
TIM
473
Timelo Investment Management
Ontario, Canada
– -$1.07M -50,000 Closed
WC
474
Wexford Capital
Florida
– -$983K -46,608 Closed
QCM
475
Qsemble Capital Management
New York
– -$926K -43,400 Closed
17 18
19
20 21