UBS icon

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 %
AIM
551
Achmea Investment Management
Netherlands
– -$447K -14,434 Closed
XT
552
XTX Topco
Cayman Islands
– -$395K -12,783 Closed
TIM
553
Thornburg Investment Management
New Mexico
– -$351K -11,365 Closed
JIP
554
Jaffetilchin Investment Partners
Florida
– -$343K -11,104 Closed
SAMT
555
Select Asset Management & Trust
Pennsylvania
– -$332K -10,750 Closed
AT
556
American Trust
Kentucky
– -$285K -9,217 Closed
Victory Capital Management
557
Victory Capital Management
Texas
– -$275K -8,914 Closed
BL
558
Balentine LLC
Georgia
– -$251K -8,127 Closed
CM
559
Caption Management
Oklahoma
– -$238K -7,700 Closed
SC
560
Sapient Capital
Indiana
– -$235K -7,613 Closed
1WM
561
1900 Wealth Management
Texas
– -$225K -7,268 Closed
LNC
562
Lincoln National Corp
Pennsylvania
– -$214K -6,927 Closed
PCIA
563
Prime Capital Investment Advisors
Kansas
– -$213K -6,905 Closed
HAG
564
HighPoint Advisor Group
Illinois
– -$205K -6,501 Closed
GIS
565
Grayhawk Investment Strategies
Alberta, Canada
– -$145K -5,571 Closed
LA
566
LM Advisors
California
– -$131K -4,244 Closed
ASN
567
Advisory Services Network
Georgia
– -$107K -3,472 Closed
ODG
568
O'Dell Group
Ohio
– -$72.8K -2,356 Closed
NMM
569
Naples Money Management
Florida
– -$50.9K -1,646 Closed
APW
570
Acima Private Wealth
Virginia
– -$42.6K -1,378 Closed
RFA
571
Resurgent Financial Advisors
Georgia
– -$32.4K -1,048 Closed
BFPW
572
BOK Financial Private Wealth
Colorado
– -$27.9K -904 Closed
ADL
573
Asset Dedication LLC
California
– -$9K -289 Closed
TWM
574
Tradition Wealth Management
Minnesota
– -$3K -103 Closed
BCM
575
Bourgeon Capital Management
Connecticut
– -$3.12K -101 Closed
20 21 22
23
24