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UBS Group
UBS

Overview Fund Activity

248 hedge funds and large institutions have $20B invested in UBS Group in 2015 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 78 increasing their positions, 90 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+14
Holders Change %
+5.98%
% of All Funds
6.51%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.39%
New
45
Increased
78
Reduced
90
Closed
28
Calls
$142M
Puts
$73.5M
Net Calls
+$68.6M
Net Calls Change
-$39.2M

Top Buyers

1
O
1
OppenheimerFunds
New York
$579M
2
Goldman Sachs
2
Goldman Sachs
New York
$431M
3
Zurich Cantonal Bank
3
Zurich Cantonal Bank
Switzerland
$746M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$461M
5
GTP
5
Global Thematic Partners
New York
$142M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$0
2
CS
2
Credit Suisse
Switzerland
$2.18B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$828M
4
Franklin Resources
4
Franklin Resources
California
$121M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$814M
Name Holding Trade Value Shares
Change 		Shares
Change %
GTP
26
Global Thematic Partners
New York
$142M +$46.4M +2,396,778 +48%
Wells Fargo
27
Wells Fargo
California
$135M -$6.61M -341,128 -5%
Franklin Resources
28
Franklin Resources
California
$121M -$171M -8,759,049 -58%
Morgan Stanley
29
Morgan Stanley
New York
$119M +$15.3M +788,253 +15%
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$97.2M -$2.49M -127,462 -2%
LIM
31
Lancaster Investment Management
United Kingdom
$97.1M +$97.1M +5,010,479 New
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$93.1M +$8.04M +414,861 +9%
BIP
33
Brandes Investment Partners
California
$92.8M -$13.1M -677,572 -12%
SCCM
34
Schafer Cullen Capital Management
New York
$86.1M -$9.13M -471,199 -10%
State of Wisconsin Investment Board
35
State of Wisconsin Investment Board
Wisconsin
$84M +$16.1M +827,622 +24%
TGI
36
Tradewinds Global Investors
California
$82.8M -$22.9M -1,181,262 -22%
Northern Trust
37
Northern Trust
Illinois
$81.3M +$2.87M +148,300 +4%
OTPPB
38
Ontario Teachers' Pension Plan Board
Ontario, Canada
$67.7M -$1.99M -101,826 -3%
EDRH
39
Edmond de Rothschild Holding
Switzerland
$67.5M -$30.1M -1,536,730 -31%
Aviva
40
Aviva
United Kingdom
$67.2M +$531K +27,030 +0.8%
ClearBridge Investments
41
ClearBridge Investments
New York
$54.9M +$524K +27,055 +1%
ACI
42
AMP Capital Investors
Australia
$50.6M +$767K +39,335 +2%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$49.8M -$52.5K -2,693 -0.1%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$48.8M +$3.6M +185,659 +8%
Caisse de Depot et Placement du Quebec (CDPQ)
45
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$45.2M -$1.57M -80,664 -3%
Mackenzie Financial
46
Mackenzie Financial
Ontario, Canada
$40.9M +$4.84M +245,347 +13%
EDRAMF
47
Edmond de Rothschild Asset Management (France)
France
$38.7M -$31.8M -1,621,260 -45%
TIM
48
Thornburg Investment Management
New Mexico
$36.9M -$4.45M -229,664 -11%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$36.7M +$2.34M +120,758 +7%
Canada Pension Plan Investment Board
50
Canada Pension Plan Investment Board
Ontario, Canada
$35.8M -$3.01M -154,453 -8%
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