UBS icon

UBS Group
UBS

Overview Fund Activity

251 hedge funds and large institutions have $17.3B invested in UBS Group in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 83 increasing their positions, 84 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+29
Holders Change %
+13.06%
% of All Funds
6.28%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.18%
New
60
Increased
83
Reduced
84
Closed
20
Calls
$168M
Puts
$205M
Net Calls
-$36.4M
Net Calls Change
-$39.4M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.71B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$650M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$174M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$559M
5
CGT
5
Capital Guardian Trust
California
$93.8M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$51M
2
Zurich Cantonal Bank
2
Zurich Cantonal Bank
Switzerland
$519M
3
Norges Bank
3
Norges Bank
Norway
$2.01B
4
Morgan Stanley
4
Morgan Stanley
New York
$25.3M
5
UBS Group
5
UBS Group
Switzerland
$2.31B
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$106M +$9.1M +581,003 +9%
DZ Bank
27
DZ Bank
Germany
$105M +$105M +6,675,367 New
BIP
28
Brandes Investment Partners
California
$97.1M -$3.52M -224,774 -3%
CGT
29
Capital Guardian Trust
California
$93.8M +$88.1M +5,622,719 +1,543%
CLOS
30
Compagnie Lombard Odier SCmA
Switzerland
$82.5M -$3.12M -198,917 -4%
Wells Fargo
31
Wells Fargo
California
$74.2M -$4.48M -285,891 -6%
AllianceBernstein
32
AllianceBernstein
Tennessee
$73.9M -$2.79M -177,937 -4%
State of Wisconsin Investment Board
33
State of Wisconsin Investment Board
Wisconsin
$72.1M -$2.3M -146,500 -3%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$70M -$5.54M -349,743 -7%
Northern Trust
35
Northern Trust
Illinois
$63.9M +$11.4M +726,086 +22%
Aviva
36
Aviva
United Kingdom
$62.1M +$1.07M +68,286 +2%
SCCM
37
Schafer Cullen Capital Management
New York
$53.4M -$11.8M -752,114 -18%
Fidelity International
38
Fidelity International
Bermuda
$51M -$143M -9,122,178 -74%
ClearBridge Investments
39
ClearBridge Investments
New York
$50.6M +$6.28M +400,937 +14%
MME
40
Meag Munich Ergo
Germany
$48.5M +$12.5M +744,401 +35%
Citigroup
41
Citigroup
New York
$45.7M +$403K +25,692 +0.9%
Capital International Investors
42
Capital International Investors
California
$43.9M +$43.9M +2,806,661 New
NIMC
43
NWQ Investment Management Company
California
$43.7M +$9.26M +591,120 +27%
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$42.7M +$378K +24,098 +0.9%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$39.9M +$10M +639,856 +34%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.6M +$2.46M +157,022 +8%
TIM
47
Thornburg Investment Management
New Mexico
$32.1M -$5.63M -359,045 -15%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$30.3M +$68.2K +4,351 +0.2%
ACI
49
AMP Capital Investors
Australia
$26.4M -$8.29M -527,564 -24%
Morgan Stanley
50
Morgan Stanley
New York
$25.3M -$46.2M -2,946,596 -65%
1
2
3 4 5