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UBS Group
UBS

Overview Fund Activity

260 hedge funds and large institutions have $22.7B invested in UBS Group in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 106 increasing their positions, 83 reducing their positions, and 22 closing their positions.

Holders
260
Holders Change
+12
Holders Change %
+4.84%
% of All Funds
6.49%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
35
Increased
106
Reduced
83
Closed
22
Calls
$134M
Puts
$349M
Net Calls
-$215M
Net Calls Change
-$71.5M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$2.72B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.39B
3
CS
3
Credit Suisse
Switzerland
$1.69B
4
Franklin Resources
4
Franklin Resources
California
$981M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.46B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.47B
2
Bank of America
2
Bank of America
North Carolina
$116M
3
MME
3
Meag Munich Ergo
Germany
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$266M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$688M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
26
HSBC Holdings
United Kingdom
$126M -$11.8M -692,221 -9%
Bank of America
27
Bank of America
North Carolina
$116M -$58.3M -3,433,591 -33%
BIP
28
Brandes Investment Partners
California
$112M +$4.21M +248,138 +4%
Axa
29
Axa
France
$107M +$51.9M +3,054,657 +94%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$87.6M +$7.58M +446,614 +9%
Morgan Stanley
31
Morgan Stanley
New York
$72.7M +$23.6M +1,389,867 +48%
State of Wisconsin Investment Board
32
State of Wisconsin Investment Board
Wisconsin
$72.4M +$3.97M +234,237 +6%
SCCM
33
Schafer Cullen Capital Management
New York
$71.3M +$4.34M +255,651 +6%
DekaBank Deutsche Girozentrale
34
DekaBank Deutsche Girozentrale
Germany
$69M -$2.53M -148,487 -4%
CGT
35
Capital Guardian Trust
California
$68.8M -$33.5M -1,976,592 -33%
CLOS
36
Compagnie Lombard Odier SCmA
Switzerland
$68.3M -$9.43M -556,073 -12%
Aviva
37
Aviva
United Kingdom
$67.3M +$524K +30,895 +0.8%
Northern Trust
38
Northern Trust
Illinois
$67.2M -$4.71M -277,350 -7%
Citigroup
39
Citigroup
New York
$56.1M -$19.5M -1,151,174 -26%
Wells Fargo
40
Wells Fargo
California
$55.2M -$1.02M -60,238 -2%
Capital International Investors
41
Capital International Investors
California
$47.8M +$88.3K +5,212 +0.2%
NIMC
42
NWQ Investment Management Company
California
$47.5M +$200K +11,756 +0.4%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$43.4M +$42.1M +2,479,068 +3,117%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$43.1M +$2.4M +141,158 +6%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$39M +$3.9M +229,878 +11%
ClearBridge Investments
46
ClearBridge Investments
New York
$38.2M -$17.6M -1,033,688 -31%
TIM
47
Thornburg Investment Management
New Mexico
$36.7M -$1.16M -68,352 -3%
AllianceBernstein
48
AllianceBernstein
Tennessee
$32.6M -$46.6M -2,746,535 -59%
CBT
49
Capital Bank & Trust
California
$29.6M +$29.6M +1,745,960 New
EDRH
50
Edmond de Rothschild Holding
Switzerland
$29.2M +$3.07M +181,000 +12%
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