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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 %
RFG
451
RFP Financial Group
Georgia
$43.9K +$16.2K +526 +58%
PFBT
452
Parkside Financial Bank & Trust
Missouri
$43K +$10.3K +336 +32%
CFG
453
CKW Financial Group
Hawaii
$43K -$39.9K -1,300 -48%
OWA
454
Opal Wealth Advisors
New York
$41.8K +$41.8K +1,362 New
CTA
455
Colonial Trust Advisors
South Carolina
$39.1K +$38.4K +1,250 +5,682%
FHA
456
First Horizon Advisors
Tennessee
$35.7K -$11.7K -381 -25%
CA
457
Continuum Advisory
Idaho
$34.5K +$34.5K +1,191 New
FFA
458
Farther Finance Advisors
California
$34K +$5.46K +179 +19%
RS
459
Rakuten Securities
Japan
$30.7K +$27.6K +900 +900%
CB
460
Community Bank
New York
$30.7K – – –
Jones Financial Companies
461
Jones Financial Companies
Missouri
$28.1K +$8.79K +286 +46%
AIM
462
Anchor Investment Management
South Carolina
$27.4K – – –
ME
463
McIlrath & Eck
Washington
$26.8K +$26.8K +871 New
HGERS
464
Householder Group Estate & Retirement Specialist
Arizona
$23.3K – – –
FDCDDQ
465
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.2K -$2.52K -75 -10%
JWA
466
JFS Wealth Advisors
Pennsylvania
$22.9K – – –
RA
467
Rise Advisors
New York
$21.8K +$21.8K +710 New
HT
468
Headlands Technologies
Illinois
$20.8K +$20.8K +676 New
GI
469
GAMMA Investing
California
$20.2K – – –
FCA
470
FinTrust Capital Advisors
South Carolina
$20K -$3.04K -99 -13%
CCM
471
Chilton Capital Management
Texas
$17.6K – – –
CIA
472
Cape Investment Advisory
Georgia
$16.1K +$16.1K +524 New
FMP
473
Financial Management Professionals
Texas
$16K +$183 +6 +1%
GCM
474
Gables Capital Management
Florida
$15.4K – – –
NFSG
475
Newbridge Financial Services Group
Florida
$15.4K – – –
17 18
19
20 21