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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.

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 Market Value Shares Shares
Change 		Shares
Change %
BCM
576
Bourgeon Capital Management
Connecticut
– – -101 Closed
FBC
577
Fairfield, Bush & Co
Connecticut
– – -50 Closed
FWM
578
Focused Wealth Management
New York
– – -46 Closed
CWC
579
Carolinas Wealth Consulting
North Carolina
– – -32 Closed
WWM
580
Wolff Wiese Magana
California
– – -4 Closed
FIA
581
FNY Investment Advisers
New York
– – -1 Closed
Nomura Asset Management
582
Nomura Asset Management
Japan
– – – –
Twin Tree Management
583
Twin Tree Management
Texas
– – – –
SPC
584
Sigma Planning Corp
Michigan
– – – –
CTC (Chicago Trading Company)
585
CTC (Chicago Trading Company)
Illinois
– – – –
ECU
586
Eisler Capital (UK)
United Kingdom
– – – –
RAM
587
Readystate Asset Management
Illinois
– – – –
Qube Research & Technologies (QRT)
588
Qube Research & Technologies (QRT)
United Kingdom
– – – –
VCP
589
Varenne Capital Partners
France
– – – –
LPARFS
590
Leverage Partners Absolute Return Fund SPC
Cayman Islands
– – – –
RCM
591
Rokos Capital Management
United Kingdom
– – – –
HT
592
HAP Trading
New York
– – – –
C
593
Covestor
United Kingdom
$0 6 – –
Nomura Holdings
594
Nomura Holdings
Japan
– – – –
CAM
595
CenterStar Asset Management
Illinois
– – – –
WAM
596
Wolverine Asset Management
Illinois
– – – –
Optiver Holding
597
Optiver Holding
Netherlands
– – – –
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