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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 %
MFA
526
McClarren Financial Advisors
Pennsylvania
$1K +$59 +1 +6%
HIA
527
Harbor Investment Advisory
Maryland
$645 +$645 +21 New
CPG
528
Cornerstone Planning Group
New Jersey
$490 +$408 +15 +500%
MFT
529
Moisand Fitzgerald Tamayo
Florida
$277 – – –
SFA
530
Semmax Financial Advisors
North Carolina
$238 – – –
TAM
531
Tucker Asset Management
Colorado
$123 – – –
GIA
532
GHP Investment Advisors
Colorado
$31 – – –
AssetMark Inc
533
AssetMark Inc
California
$22 -$2.77K -126 -99%
CCM
534
Causeway Capital Management
California
– -$149M -4,809,753 Closed
DFO
535
Duquesne Family Office
New York
– -$74.9M -2,414,735 Closed
Coatue Management
536
Coatue Management
New York
– -$55M -1,778,323 Closed
PCM
537
Pinnbrook Capital Management
New York
– -$6.69M -216,435 Closed
Balyasny Asset Management
538
Balyasny Asset Management
Illinois
– -$6.56M -212,246 Closed
D.E. Shaw & Co
539
D.E. Shaw & Co
New York
– -$5.27M -170,391 Closed
PCOC
540
Power Corp of Canada
Canada
– -$4.73M -152,967 Closed
Calamos Advisors
541
Calamos Advisors
Illinois
– -$4.62M -149,425 Closed
CW
542
Connectus Wealth
Ohio
– -$3.51M -113,680 Closed
BBP
543
Banco BTG Pactual
Brazil
– -$2.63M -85,000 Closed
ACM
544
Ativo Capital Management
Illinois
– -$1.29M -41,759 Closed
FI
545
FJ Investments
Utah
– -$1.23M -39,955 Closed
TSS
546
Two Sigma Securities
New York
– -$732K -23,700 Closed
CG
547
Cutler Group
California
– -$610K -19,769 Closed
CC
548
Centiva Capital
New York
– -$538K -17,413 Closed
AWM
549
AE Wealth Management
Kansas
– -$459K -15,354 Closed
UAM
550
UAS Asset Management
New York
– -$464K -15,000 Closed
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