UBS icon

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
1
JPMorgan Chase & Co
New York
$1.58B
2
Zurich Cantonal Bank
2
Zurich Cantonal Bank
Switzerland
$1.77B
3
Bank of America
3
Bank of America
North Carolina
$361M
4
Goldman Sachs
4
Goldman Sachs
New York
$640M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$424M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$2.34B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$683M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.82B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.32B
5
SIS
5
Susquehanna International Securities
Ireland
$738K
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
451
Mather Group
Illinois
$50.4K -$155 -5 -0.3%
CA
452
Continuum Advisory
Idaho
$48.5K +$14.3K +450 +42%
LFG
453
Larson Financial Group
Missouri
$47K – – –
FDCDDQ
454
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44.3K +$1.55K +50 +4%
PFBT
455
Parkside Financial Bank & Trust
Missouri
$42.7K -$525 -17 -1%
ACM
456
Aquatic Capital Management
Illinois
$40.9K +$40.9K +1,322 New
CFG
457
CKW Financial Group
Hawaii
$37K -$6.17K -200 -14%
Nisa Investment Advisors
458
Nisa Investment Advisors
Missouri
$30.9K -$12.4K -400 -29%
CB
459
Community Bank
New York
$30.9K – – –
ME
460
McIlrath & Eck
Washington
$30.6K – – –
GWM
461
Geneos Wealth Management
Colorado
$28.6K +$28.6K +924 New
FHA
462
First Horizon Advisors
Tennessee
$27.5K -$2.29K -74 -8%
HGERS
463
Householder Group Estate & Retirement Specialist
Arizona
$26K +$60 +2 +0.2%
SIS
464
Sound Income Strategies
Florida
$25.7K +$3.96K +128 +18%
GI
465
GAMMA Investing
California
$24.5K +$3.99K +129 +19%
RA
466
Rise Advisors
New York
$22.4K – – –
ZB
467
Zions Bancorporation
Utah
$21.4K -$9.64K -312 -31%
FCA
468
FinTrust Capital Advisors
South Carolina
$20.4K +$247 +8 +1%
CYG
469
Clean Yield Group
Vermont
$18.3K +$18.3K +591 New
AIM
470
Anchor Investment Management
South Carolina
$17.9K – – –
CCM
471
Chilton Capital Management
Texas
$17.7K – – –
ATS
472
Ashton Thomas Securities
New York
$16.3K +$16.3K +528 New
CIA
473
Cape Investment Advisory
Georgia
$16.2K – – –
GBT
474
Grove Bank & Trust
Florida
$15.6K +$9.09K +294 +140%
GCM
475
Gables Capital Management
Florida
$15.5K – – –
17 18
19
20 21