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UBS Group
UBS

Overview Fund Activity

483 hedge funds and large institutions have $31.7B invested in UBS Group in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 157 increasing their positions, 173 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+27
Holders Change %
+5.92%
% of All Funds
7.7%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
74
Increased
157
Reduced
173
Closed
45
Calls
$1.47B
Puts
$972M
Net Calls
+$495M
Net Calls Change
+$474M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$829M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.27B
3
Goldman Sachs
Goldman Sachs
New York
$1.2B
4
Norges Bank
Norges Bank
Norway
$4.4B
5
Amundi
Amundi
France
$611M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$3.38B
2
CS
Credit Suisse
Switzerland
$2.21B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$284M
4
Deutsche Bank
Deutsche Bank
Germany
$416M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
501
Amia Capital
United Kingdom
– -$362K -20,000 Closed
AWM
502
Angeles Wealth Management
California
– -$386K -19,025 Closed
SSG
503
Summit Securities Group
New York
– -$339K -16,769 Closed
MTIM
504
Marathon Trading Investment Management
Pennsylvania
– -$272K -13,429 Closed
SIA
505
Soltis Investment Advisors
Utah
– -$269K -13,290 Closed
Lido Advisors
506
Lido Advisors
California
– -$252K -12,439 Closed
Hudson Bay Capital Management
507
Hudson Bay Capital Management
Connecticut
– -$248K -12,222 Closed
GC
508
Guggenheim Capital
Illinois
– -$247K -12,182 Closed
CWP
509
Capital Wealth Planning
Florida
– -$233K -11,471 Closed
Walleye Trading
510
Walleye Trading
New York
– -$190K -9,397 Closed
ODG
511
O'Dell Group
Ohio
– -$47.8K -2,356 Closed
Twin Tree Management
512
Twin Tree Management
Texas
– -$34.1K -1,684 Closed
AF
513
Advisornet Financial
Minnesota
– -$20.1K -994 Closed
BG
514
Bollard Group
Massachusetts
– -$9K -463 Closed
FA
515
Fiduciary Alliance
South Carolina
– -$6.77K -334 Closed
CAS
516
Coppell Advisory Solutions
Texas
– -$5.43K -271 Closed
AA
517
Ancora Advisors
Ohio
– -$2.03K -100 Closed
TAIM
518
TD Ameritrade Investment Management
Nebraska
– -$1K -71 Closed
CFO
519
CVA Family Office
Colorado
– -$1.03K -51 Closed
FBC
520
Fairfield, Bush & Co
Connecticut
– -$1.01K -50 Closed
M
521
MOTCO
Texas
– -$588 -29 Closed
FGAM
522
Financial Gravity Asset Management
Texas
– -$5.08K -20 Closed
WP
523
WealthPLAN Partners
Nebraska
– -$345 -17 Closed
PA
524
PSI Advisors
Florida
– -$223 -11 Closed
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