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UBS Group
UBS

Overview Fund Activity

250 hedge funds and large institutions have $13.5B invested in UBS Group in 2016 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 84 increasing their positions, 88 reducing their positions, and 26 closing their positions.

Holders
250
Holders Change
+15
Holders Change %
+6.38%
% of All Funds
6.68%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.21%
New
45
Increased
84
Reduced
88
Closed
26
Calls
$141M
Puts
$96.5M
Net Calls
+$44.2M
Net Calls Change
+$66.2M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$428M
2
UBS Group
2
UBS Group
Switzerland
$1.94B
3
EA
3
Emerald Acquisition
Washington
$163M
4
Macquarie Group
4
Macquarie Group
Australia
$116M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$119M

Top Sellers

1
GTP
1
Global Thematic Partners
New York
$0
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$200M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$445M
4
Fidelity International
4
Fidelity International
Bermuda
$216M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$414M
Name Market Value Shares Shares
Change 		Shares
Change %
Credit Agricole
26
Credit Agricole
France
$97.8M 7,546,362 +2,301,695 +44%
Bank of America
27
Bank of America
North Carolina
$97.3M 7,504,922 -419,190 -5%
DekaBank Deutsche Girozentrale
28
DekaBank Deutsche Girozentrale
Germany
$77.5M 5,976,364 -1,203,093 -17%
AllianceBernstein
29
AllianceBernstein
Tennessee
$77.1M 5,945,205 -1,027,900 -15%
BIP
30
Brandes Investment Partners
California
$75.7M 5,840,117 +976,613 +20%
CLOS
31
Compagnie Lombard Odier SCmA
Switzerland
$72.1M 5,584,118 -492,039 -8%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$67.9M 5,240,830 -79,101 -1%
Wells Fargo
33
Wells Fargo
California
$67.4M 5,200,643 -445,955 -8%
Canada Pension Plan Investment Board
34
Canada Pension Plan Investment Board
Ontario, Canada
$60.4M 4,681,290 +4,237,630 +955%
Morgan Stanley
35
Morgan Stanley
New York
$56.5M 4,362,241 -1,467,510 -25%
State of Wisconsin Investment Board
36
State of Wisconsin Investment Board
Wisconsin
$55.7M 4,318,319 -75,305 -2%
SCCM
37
Schafer Cullen Capital Management
New York
$55.5M 4,279,266 -3,722 -0.1%
LIM
38
Lancaster Investment Management
United Kingdom
$52.5M 4,048,978 -1,063,346 -21%
Aviva
39
Aviva
United Kingdom
$51.6M 4,013,382 +962,556 +32%
TGI
40
Tradewinds Global Investors
California
$51.2M 3,949,192 -162,461 -4%
Northern Trust
41
Northern Trust
Illinois
$43.3M 3,339,374 -489,692 -13%
OTPPB
42
Ontario Teachers' Pension Plan Board
Ontario, Canada
$39.3M 3,048,321 -548,870 -15%
Citigroup
43
Citigroup
New York
$38.7M 2,999,280 +996,597 +50%
ClearBridge Investments
44
ClearBridge Investments
New York
$36.4M 2,812,125 -32,393 -1%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$34.4M 2,664,183 +113,913 +4%
TIM
46
Thornburg Investment Management
New Mexico
$32.5M 2,506,051 +184,437 +8%
ACI
47
AMP Capital Investors
Australia
$30.4M 2,333,155 -364,781 -14%
AQR Capital Management
48
AQR Capital Management
Connecticut
$26.9M 2,083,978 +783,715 +60%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$25M 1,932,680 -2,279 -0.1%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23.9M 1,847,852 +44,141 +2%
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