UBS icon

UBS Group
UBS

Overview Fund Activity

289 hedge funds and large institutions have $26.1B invested in UBS Group in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 84 increasing their positions, 93 reducing their positions, and 31 closing their positions.

Holders
289
Holders Change
+31
Holders Change %
+12.02%
% of All Funds
6.56%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
63
Increased
84
Reduced
93
Closed
31
Calls
$170M
Puts
$434M
Net Calls
-$264M
Net Calls Change
+$5.96M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.32B
2
AAMU
2
Amundi Asset Management US
Massachusetts
$352M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.67B
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$85.3M
5
CLOS
5
Compagnie Lombard Odier SCmA
Switzerland
$115M

Top Sellers

1
Credit Agricole
1
Credit Agricole
France
$10.9M
2
Norges Bank
2
Norges Bank
Norway
$2.34B
3
ED
3
Exane Derivatives
France
$33.1M
4
CS
4
Credit Suisse
Switzerland
$1.69B
5
TIM
5
Thornburg Investment Management
New Mexico
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DZ Bank
26
DZ Bank
Germany
$149M +$8.77M +476,192 +6%
Bank of America
27
Bank of America
North Carolina
$147M -$4.19M -227,919 -3%
Morgan Stanley
28
Morgan Stanley
New York
$137M +$48.6M +2,641,929 +55%
Axa
29
Axa
France
$127M -$2.21M -119,936 -2%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$115M +$4.48M +243,598 +4%
CLOS
31
Compagnie Lombard Odier SCmA
Switzerland
$115M +$56.3M +3,060,761 +96%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$85.3M +$75.8M +4,120,405 +797%
SCCM
33
Schafer Cullen Capital Management
New York
$79.6M +$258K +14,055 +0.3%
State of Wisconsin Investment Board
34
State of Wisconsin Investment Board
Wisconsin
$77.1M -$1.92M -104,559 -2%
Wells Fargo
35
Wells Fargo
California
$77M -$3.44M -186,802 -4%
BIP
36
Brandes Investment Partners
California
$76.6M -$2.18M -118,501 -3%
Northern Trust
37
Northern Trust
Illinois
$75.3M +$1.06M +57,676 +1%
Citigroup
38
Citigroup
New York
$72.7M -$5.08M -276,979 -7%
DekaBank Deutsche Girozentrale
39
DekaBank Deutsche Girozentrale
Germany
$71.4M – – –
CGT
40
Capital Guardian Trust
California
$56.9M -$17.3M -942,452 -23%
MWA
41
Marshall Wace Asia
Hong Kong
$55.3M +$55.3M +3,002,980 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$53.4M +$5.62M +305,420 +12%
Capital International Investors
43
Capital International Investors
California
$52M +$94.4K +5,140 +0.2%
NIMC
44
NWQ Investment Management Company
California
$49.3M -$1.28M -69,391 -3%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$44.2M +$1.87M +101,681 +4%
Aviva
46
Aviva
United Kingdom
$42.4M -$26.4M -1,435,302 -38%
GH
47
GAM Holding
Switzerland
$41.6M +$41.6M +2,260,807 New
ClearBridge Investments
48
ClearBridge Investments
New York
$40.5M -$93.4K -5,077 -0.2%
PPA
49
Parametric Portfolio Associates
Washington
$40.3M +$3.77M +204,989 +10%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.8M -$271K -14,722 -0.8%
1
2
3 4 5