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UBS Group
UBS

Overview Fund Activity

248 hedge funds and large institutions have $17.9B invested in UBS Group in 2017 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 97 increasing their positions, 82 reducing their positions, and 31 closing their positions.

Holders
248
Holders Change
-3
Holders Change %
-1.2%
% of All Funds
6.18%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
30
Increased
97
Reduced
82
Closed
31
Calls
$143M
Puts
$287M
Net Calls
-$144M
Net Calls Change
-$108M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$635M
2
Credit Agricole
2
Credit Agricole
France
$238M
3
Deutsche Bank
3
Deutsche Bank
Germany
$384M
4
DekaBank Deutsche Girozentrale
4
DekaBank Deutsche Girozentrale
Germany
$67.1M
5
Bank of America
5
Bank of America
North Carolina
$164M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.63B
2
Invesco
2
Invesco
Georgia
$583M
3
Axa
3
Axa
France
$51.8M
4
CS
4
Credit Suisse
Switzerland
$1.38B
5
Fidelity International
5
Fidelity International
Bermuda
$6.53M
Name Market Value Shares Shares
Change 		Shares
Change %
BIP
26
Brandes Investment Partners
California
$101M 6,341,612 +142,313 +2%
CGT
27
Capital Guardian Trust
California
$96.7M 6,040,912 +53,833 +0.9%
DZ Bank
28
DZ Bank
Germany
$93.1M 5,810,532 -864,835 -13%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$75.2M 4,713,968 +298,045 +7%
AllianceBernstein
30
AllianceBernstein
Tennessee
$74.4M 4,667,587 -45,276 -1%
CLOS
31
Compagnie Lombard Odier SCmA
Switzerland
$73.4M 4,584,293 -673,537 -13%
Citigroup
32
Citigroup
New York
$71.4M 4,460,018 +1,548,161 +53%
Northern Trust
33
Northern Trust
Illinois
$67.6M 4,236,193 +160,339 +4%
DekaBank Deutsche Girozentrale
34
DekaBank Deutsche Girozentrale
Germany
$67.1M 4,191,653 +4,191,653 New
State of Wisconsin Investment Board
35
State of Wisconsin Investment Board
Wisconsin
$64.6M 4,035,787 -558,536 -12%
Aviva
36
Aviva
United Kingdom
$63M 3,934,720 -31,795 -0.8%
SCCM
37
Schafer Cullen Capital Management
New York
$62.9M 3,943,378 +534,684 +16%
MME
38
Meag Munich Ergo
Germany
$55.6M 3,462,832 +581,154 +20%
Wells Fargo
39
Wells Fargo
California
$52.9M 3,313,955 -1,420,116 -30%
ClearBridge Investments
40
ClearBridge Investments
New York
$52.4M 3,284,596 +52,373 +2%
Axa
41
Axa
France
$51.8M 3,245,010 -4,083,419 -56%
Morgan Stanley
42
Morgan Stanley
New York
$46.1M 2,888,708 +1,272,696 +79%
Capital International Investors
43
Capital International Investors
California
$45M 2,814,199 +7,538 +0.3%
NIMC
44
NWQ Investment Management Company
California
$43M 2,784,720 -5,041 -0.2%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$38.2M 2,394,173 -149,252 -6%
TIM
46
Thornburg Investment Management
New Mexico
$35.6M 2,229,907 +181,254 +9%
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$35.5M 2,218,187 -503,100 -18%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$33M 2,066,717 +131,711 +7%
ACI
49
AMP Capital Investors
Australia
$27.1M 1,699,209 +16,538 +1%
Renaissance Technologies
50
Renaissance Technologies
New York
$26.1M 1,636,600 +540,799 +49%
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