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UBS Group
UBS

Overview Fund Activity

248 hedge funds and large institutions have $20B invested in UBS Group in 2015 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 78 increasing their positions, 90 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+14
Holders Change %
+5.98%
% of All Funds
6.51%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.39%
New
45
Increased
78
Reduced
90
Closed
28
Calls
$142M
Puts
$73.5M
Net Calls
+$68.6M
Net Calls Change
-$39.2M

Top Buyers

1
O
1
OppenheimerFunds
New York
$579M
2
Goldman Sachs
2
Goldman Sachs
New York
$431M
3
Zurich Cantonal Bank
3
Zurich Cantonal Bank
Switzerland
$746M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$461M
5
GTP
5
Global Thematic Partners
New York
$142M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$0
2
CS
2
Credit Suisse
Switzerland
$2.18B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$828M
4
Franklin Resources
4
Franklin Resources
California
$121M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$814M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
51
Parametric Portfolio Associates
Washington
$35.2M +$1.65M +85,274 +5%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$34.2M -$21.9M -1,129,584 -39%
BAPIM
53
British Airways Pensions Investment Management
United Kingdom
$34.1M – – –
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$33.9M -$1.6M -82,583 -5%
WI
55
WHV Investments
California
$32.5M -$16.3M -840,596 -33%
AGA
56
Altrinsic Global Advisors
Connecticut
$28.7M +$28.7M +1,472,276 New
CCM
57
Causeway Capital Management
California
$27.1M +$2.57M +132,714 +10%
CI
58
Clal Insurance
Israel
$26.8M -$50.8K -2,625 -0.2%
MME
59
Meag Munich Ergo
Germany
$26.1M +$2.51M +127,019 +11%
OCAM
60
Onex Canada Asset Management
Ontario, Canada
$25.8M – – –
EDRS
61
Edmond de Rothschild (Suisse)
Switzerland
$24.5M +$1.89M +96,530 +8%
Citigroup
62
Citigroup
New York
$22.1M -$706K -36,048 -3%
BKBG
63
BHF Kleinwort Benson Group
Belgium
$20.2M +$20.2M +1,035,657 New
AG
64
Aperio Group
California
$17.7M -$2.17M -111,925 -11%
RJA
65
Raymond James & Associates
Florida
$16.9M +$1.17M +59,332 +7%
Natixis Advisors
66
Natixis Advisors
Massachusetts
$14.2M +$854K +44,081 +6%
CT
67
Cambridge Trust
Massachusetts
$14.1M -$11.3K -584 -0.1%
Brown Advisory
68
Brown Advisory
Maryland
$12.6M +$9.41K +486 +0.1%
QI
69
QS Investors
New York
$12.4M +$125K +6,430 +1%
TAM
70
Todd Asset Management
Kentucky
$12.1M +$3.86K +199 +0%
ZA
71
Zweig Advisers
Connecticut
$12.1M +$1.63M +84,000 +16%
VRS
72
Virginia Retirement Systems
Virginia
$11.8M +$995K +51,050 +9%
PC
73
Polar Capital
United Kingdom
$11.6M +$1.13M +55,497 +11%
ED
74
Exane Derivatives
France
$11M +$11M +561,329 New
Ameriprise
75
Ameriprise
Minnesota
$10.5M +$2.15M +111,075 +26%
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