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UBS Group
UBS

Overview Fund Activity

456 hedge funds and large institutions have $25.7B invested in UBS Group in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 163 increasing their positions, 158 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+23
Holders Change %
+5.31%
% of All Funds
7.19%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.32%
New
95
Increased
163
Reduced
158
Closed
68
Calls
$839M
Puts
$818M
Net Calls
+$21.1M
Net Calls Change
+$121M

Top Buyers

1
Norges Bank
Norges Bank
Norway
$3.42B
2
Capital World Investors
Capital World Investors
California
$367M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$411M
4
Bank of America
Bank of America
North Carolina
$346M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.25B

Top Sellers

1
UBS Group
UBS Group
Switzerland
$2.31B
2
PL
Perpetual Ltd
Australia
$13.4M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$40.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$22.3M
5
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBP
476
Banco BTG Pactual
Brazil
– -$789K -40,000 Closed
WAM
477
WealthTrust Asset Management
Florida
– -$853K -39,957 Closed
VF
478
Virtu Financial
New York
– -$797K -37,353 Closed
CTC (Chicago Trading Company)
479
CTC (Chicago Trading Company)
Illinois
– -$717K -34,949 Closed
JPMPWA
480
J.P. Morgan Private Wealth Advisors
California
– -$714K -33,459 Closed
PFS
481
Prospera Financial Services
Texas
– -$699K -32,769 Closed
AC
482
AXQ Capital
New Jersey
– -$636K -29,800 Closed
CWM
483
Cordatus Wealth Management
Pennsylvania
– -$605K -28,355 Closed
PCH
484
Polar Capital Holdings
United Kingdom
– -$534K -25,000 Closed
JFG
485
Jefferies Financial Group
New York
– -$512K -24,011 Closed
SM
486
Sciencast Management
New Jersey
– -$438K -22,900 Closed
SGA
487
Strategic Global Advisors
California
– -$412K -19,284 Closed
MOS
488
MGO One Seven
Ohio
– -$348K -16,316 Closed
FB
489
Fulton Bank
Pennsylvania
– -$342K -16,008 Closed
APWM
490
Argonautica Private Wealth Management
Massachusetts
– -$326K -15,289 Closed
PIA
491
Powell Investment Advisors
Florida
– -$320K -15,000 Closed
TSS
492
Two Sigma Securities
New York
– -$319K -14,938 Closed
SIGI
493
Susquehanna International Group (Ireland)
Ireland
– -$310K -14,508 Closed
BC
494
Bridgefront Capital
Texas
– -$298K -13,954 Closed
IIC
495
Integrated Investment Consultants
Michigan
– -$264K -12,371 Closed
FA
496
FDx Advisors
Illinois
– -$229K -12,272 Closed
CAAS
497
Capital Asset Advisory Services
Michigan
– -$250K -11,723 Closed
BPCE
498
Bank Pictet & Cie (Europe)
Germany
– -$246K -11,666 Closed
SSA
499
Schonfeld Strategic Advisors
New York
– -$233K -10,900 Closed
SAM
500
Sabadell Asset Management
Spain
– -$222K -10,697 Closed
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