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UBS Group
UBS

Overview Fund Activity

550 hedge funds and large institutions have $41.3B invested in UBS Group in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 216 increasing their positions, 178 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
+15
Holders Change %
+2.8%
% of All Funds
8%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.25%
New
76
Increased
216
Reduced
178
Closed
56
Calls
$1.22B
Puts
$780M
Net Calls
+$442M
Net Calls Change
-$192M

Top Buyers

1
UBS AM
UBS AM
Illinois
$2.63B
2
Legal & General Group
Legal & General Group
United Kingdom
$823M
3
UBS Group
UBS Group
Switzerland
$4.63B
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.69B
5
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$1.59B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.45B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$63.8M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$0
4
Goldman Sachs
Goldman Sachs
New York
$524M
5
Deutsche Bank
Deutsche Bank
Germany
$624M
Name Holding Trade Value Shares
Change 		Shares
Change %
KLCMU
551
Kite Lake Capital Management (UK)
United Kingdom
– -$9.55M -310,227 Closed
SIGI
552
Susquehanna International Group (Ireland)
Ireland
– -$7.53M -245,197 Closed
PC
553
PointState Capital
New York
– -$7.29M -237,382 Closed
Walleye Trading
554
Walleye Trading
New York
– -$7.14M -232,526 Closed
DGM
555
Delta Global Management
New York
– -$6.42M -209,106 Closed
HCP
556
Hiddenite Capital Partners
New York
– -$5.53M -180,000 Closed
Marshall Wace
557
Marshall Wace
United Kingdom
– -$4.82M -156,423 Closed
MLICM
558
Metropolitan Life Insurance Company (MetLife)
New York
– -$3.95M -128,390 Closed
GS
559
GTS Securities
New York
– -$3.2M -104,064 Closed
SGDR
560
SPX Gestao de Recursos
Brazil
– -$2.66M -86,700 Closed
BCM
561
Bridgeway Capital Management
Texas
– -$2.32M -75,500 Closed
PAPAIJV
562
Paragon Associates & Paragon Associates II Joint Venture
Texas
– -$2.3M -75,000 Closed
SSA
563
Schonfeld Strategic Advisors
New York
– -$1.81M -58,892 Closed
Parallax Volatility Advisers
564
Parallax Volatility Advisers
California
– -$1.79M -58,397 Closed
YIH
565
Y-Intercept (HK)
Hong Kong
– -$1.75M -56,924 Closed
Lord, Abbett & Co
566
Lord, Abbett & Co
New Jersey
– -$1.73M -56,100 Closed
ACM
567
Aquatic Capital Management
Illinois
– -$1.68M -54,800 Closed
JC
568
JBF Capital
Colorado
– -$1.61M -52,500 Closed
NA
569
Nordwand Advisors
Pennsylvania
– -$1.43M -46,513 Closed
Group One Trading
570
Group One Trading
Illinois
– -$1.41M -45,965 Closed
CPM
571
Connective Portfolio Management
New York
– -$1.13M -36,826 Closed
IMC Chicago
572
IMC Chicago
Illinois
– -$716K -23,300 Closed
1832 Asset Management
573
1832 Asset Management
Ontario, Canada
– -$608K -19,800 Closed
VF
574
Virtu Financial
New York
– -$598K -19,475 Closed
AA
575
ALPS Advisors
Colorado
– -$533K -17,341 Closed
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