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UBS Group
UBS

Overview Fund Activity

535 hedge funds and large institutions have $42.3B invested in UBS Group in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 204 increasing their positions, 187 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+11
Holders Change %
+2.1%
% of All Funds
7.76%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
63
Increased
204
Reduced
187
Closed
47
Calls
$1.42B
Puts
$781M
Net Calls
+$635M
Net Calls Change
+$207M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.29B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$878M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$308M
4
UBS Group
4
UBS Group
Switzerland
$4.32B
5
Vontobel Holding
5
Vontobel Holding
Switzerland
$453M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$2.32B
2
Goldman Sachs
2
Goldman Sachs
New York
$744M
3
Morgan Stanley
3
Morgan Stanley
New York
$354M
4
CCM
4
Causeway Capital Management
California
$0
5
DFO
5
Duquesne Family Office
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
476
Frazier Financial Advisors
Ohio
$15.2K +$1.05K +34 +7%
RWA
477
Redmont Wealth Advisors
Illinois
$14.6K +$14.6K +475 New
KFI
478
Key Financial Inc
Pennsylvania
$14K – – –
GKIM
479
GW&K Investment Management
Massachusetts
$14K +$2.81K +93 +25%
BWP
480
Baldwin Wealth Partners
Massachusetts
$13.8K +$1.08K +35 +8%
MSG
481
Main Street Group
Virginia
$13.4K +$13.4K +437 New
SIS
482
Sound Income Strategies
Florida
$13.3K – – –
HDIM
483
Hanson & Doremus Investment Management
Vermont
$13K +$13K +432 New
MA
484
Montag & Associates
Georgia
$12.7K – – –
USB
485
Union Savings Bank
Connecticut
$12.6K – – –
SAM
486
Smartleaf Asset Management
Massachusetts
$12.3K +$12.3K +392 New
Kayne Anderson Rudnick Investment Management
487
Kayne Anderson Rudnick Investment Management
California
$12.1K +$10.1K +329 +506%
GJIA
488
Glass Jacobson Investment Advisors
Maryland
$9.68K – – –
SIC
489
Salem Investment Counselors
North Carolina
$9.65K +$9.65K +314 New
GWSG
490
GPS Wealth Strategies Group
Colorado
$9.55K – – –
AFS
491
Annapolis Financial Services
Maryland
$9.49K – – –
WWP
492
WR Wealth Planners
Missouri
$9.12K +$9.12K +297 New
PCM
493
Penserra Capital Management
California
$8K -$137K -4,475 -94%
HFM
494
Harvest Fund Management
China
$8K -$81.5K -2,567 -91%
BFEC
495
Benjamin F. Edwards & Company
Missouri
$8K – – –
AT
496
Arlington Trust
Alabama
$7.22K – – –
BBHC
497
Brown Brothers Harriman & Co
New York
$7.07K +$3.47K +113 +97%
PAM
498
Paradigm Asset Management
New York
$6.88K – – –
WAS
499
Winch Advisory Services
Wisconsin
$6.83K – – –
SSB
500
Sandy Spring Bank
Maryland
$6.14K +$6.14K +200 New
18 19
20
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