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UBS Group
UBS

Overview Fund Activity

299 hedge funds and large institutions have $20.9B invested in UBS Group in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 111 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
-20
Holders Change %
-6.27%
% of All Funds
6.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
31
Increased
96
Reduced
111
Closed
47
Calls
$227M
Puts
$491M
Net Calls
-$264M
Net Calls Change
+$92.6M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$526M
2
CS
2
Credit Suisse
Switzerland
$1.54B
3
Goldman Sachs
3
Goldman Sachs
New York
$299M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.49B
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.45B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.51B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.09B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$502M
4
AAMU
4
Amundi Asset Management US
Massachusetts
$208M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$136M +$28.5M +1,855,876 +26%
Axa
27
Axa
France
$134M +$7.07M +461,007 +6%
PP
28
Prudential plc
United Kingdom
$131M -$27.5M -1,791,585 -17%
DZ Bank
29
DZ Bank
Germany
$121M -$689K -44,630 -0.6%
AL
30
Appaloosa LP
New Jersey
$106M -$1.96M -126,919 -2%
Canada Pension Plan Investment Board
31
Canada Pension Plan Investment Board
Ontario, Canada
$101M -$97.4M -6,310,933 -49%
Morgan Stanley
32
Morgan Stanley
New York
$93M -$31.7M -2,066,753 -25%
Citigroup
33
Citigroup
New York
$90.6M -$5.36M -353,185 -6%
Janus Henderson Group
34
Janus Henderson Group
United Kingdom
$86.6M -$29.7M -1,928,462 -26%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$86.4M +$13.8M +895,462 +19%
Northern Trust
36
Northern Trust
Illinois
$64.9M +$762K +49,685 +1%
SCCM
37
Schafer Cullen Capital Management
New York
$64M -$3.16M -205,912 -5%
BIP
38
Brandes Investment Partners
California
$62.9M +$4.65M +303,149 +8%
State of Wisconsin Investment Board
39
State of Wisconsin Investment Board
Wisconsin
$59.2M -$362K -23,481 -0.6%
Mackenzie Financial
40
Mackenzie Financial
Ontario, Canada
$56.8M +$42.4M +2,763,431 +294%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$53.1M +$10.4M +678,491 +24%
CGT
42
Capital Guardian Trust
California
$47.4M -$1.4M -90,477 -3%
DekaBank Deutsche Girozentrale
43
DekaBank Deutsche Girozentrale
Germany
$45.5M -$2.54M -165,049 -5%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$44.3M +$812K +52,909 +2%
Capital International Investors
45
Capital International Investors
California
$44M +$115K +7,425 +0.3%
CLOS
46
Compagnie Lombard Odier SCmA
Switzerland
$43.3M -$451K -29,227 -1%
PPA
47
Parametric Portfolio Associates
Washington
$39.7M +$1.94M +126,755 +5%
NIMC
48
NWQ Investment Management Company
California
$39M -$1.48M -96,463 -4%
TAM
49
Tocqueville Asset Management
New York
$34.4M +$3.51M +228,585 +11%
GH
50
GAM Holding
Switzerland
$34.1M +$1.44M +92,817 +4%
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