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UBS Group
UBS

Overview Fund Activity

235 hedge funds and large institutions have $16.5B invested in UBS Group in 2016 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 91 increasing their positions, 88 reducing their positions, and 41 closing their positions.

Holders
235
Holders Change
-13
Holders Change %
-5.24%
% of All Funds
6.27%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.32%
New
29
Increased
91
Reduced
88
Closed
41
Calls
$123M
Puts
$145M
Net Calls
-$21.9M
Net Calls Change
-$90.5M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$2.18B
2
Norges Bank
2
Norges Bank
Norway
$2.17B
3
CLOS
3
Compagnie Lombard Odier SCmA
Switzerland
$98.3M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$170M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$453M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$462M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$703M
3
Goldman Sachs
3
Goldman Sachs
New York
$198M
4
Credit Agricole
4
Credit Agricole
France
$84M
5
Fidelity International
5
Fidelity International
Bermuda
$354M
Name Market Value Shares Shares
Change 		Shares
Change %
AllianceBernstein
26
AllianceBernstein
Tennessee
$112M 6,973,105 -712,518 -9%
CLOS
27
Compagnie Lombard Odier SCmA
Switzerland
$98.3M 6,076,157 +6,076,157 New
Morgan Stanley
28
Morgan Stanley
New York
$93.4M 5,829,751 -337,946 -5%
Wells Fargo
29
Wells Fargo
California
$90.5M 5,646,598 -1,307,909 -19%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$85.2M 5,319,931 +511,748 +11%
Credit Agricole
31
Credit Agricole
France
$84M 5,244,667 -8,068,317 -61%
LIM
32
Lancaster Investment Management
United Kingdom
$81.9M 5,112,324 +101,845 +2%
BIP
33
Brandes Investment Partners
California
$77.9M 4,863,504 +72,755 +2%
Franklin Resources
34
Franklin Resources
California
$75.7M 4,699,612 -1,529,141 -25%
State of Wisconsin Investment Board
35
State of Wisconsin Investment Board
Wisconsin
$71.1M 4,393,624 +88,265 +2%
SCCM
36
Schafer Cullen Capital Management
New York
$68.6M 4,282,988 -162,442 -4%
TGI
37
Tradewinds Global Investors
California
$65.9M 4,111,653 -164,571 -4%
Northern Trust
38
Northern Trust
Illinois
$63.6M 3,829,066 -370,199 -9%
OTPPB
39
Ontario Teachers' Pension Plan Board
Ontario, Canada
$58.2M 3,597,191 +127,447 +4%
Aviva
40
Aviva
United Kingdom
$49.1M 3,050,826 -368,114 -11%
ClearBridge Investments
41
ClearBridge Investments
New York
$45.6M 2,844,518 +12,427 +0.4%
ACI
42
AMP Capital Investors
Australia
$44.5M 2,697,936 +101,297 +4%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$41.3M 2,550,270 -1,510 -0.1%
TIM
44
Thornburg Investment Management
New Mexico
$37.2M 2,321,614 +416,339 +22%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$35.7M 2,226,970 +463,194 +26%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$32.7M 2,040,011 +291,119 +17%
Citigroup
47
Citigroup
New York
$32.4M 2,002,683 +873,216 +77%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$31M 1,934,959 +38,927 +2%
MME
49
Meag Munich Ergo
Germany
$29.5M 1,826,465 +503,396 +38%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.5M 1,803,711 +102,699 +6%
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