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UBS Group
UBS

Overview Fund Activity

251 hedge funds and large institutions have $17.3B invested in UBS Group in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 83 increasing their positions, 84 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+29
Holders Change %
+13.06%
% of All Funds
6.28%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.18%
New
60
Increased
83
Reduced
84
Closed
20
Calls
$168M
Puts
$205M
Net Calls
-$36.4M
Net Calls Change
-$39.4M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.71B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$650M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$174M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$559M
5
CGT
5
Capital Guardian Trust
California
$93.8M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$51M
2
Zurich Cantonal Bank
2
Zurich Cantonal Bank
Switzerland
$519M
3
Norges Bank
3
Norges Bank
Norway
$2.01B
4
Morgan Stanley
4
Morgan Stanley
New York
$25.3M
5
UBS Group
5
UBS Group
Switzerland
$2.31B
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRH
51
Edmond de Rothschild Holding
Switzerland
$24.2M +$1.4M +89,320 +6%
PPA
52
Parametric Portfolio Associates
Washington
$21.4M +$3.76M +240,224 +21%
CI
53
Clal Insurance
Israel
$20.7M – – –
SEI Investments
54
SEI Investments
Pennsylvania
$20.6M +$18.7M +1,194,764 +995%
RJA
55
Raymond James & Associates
Florida
$18.2M +$1.11M +71,095 +7%
CI
56
Capital International
California
$17.4M +$17.4M +1,106,021 New
Renaissance Technologies
57
Renaissance Technologies
New York
$17.2M +$17.2M +1,095,801 New
OTPPB
58
Ontario Teachers' Pension Plan Board
Ontario, Canada
$16.2M -$28.6M -1,824,136 -64%
BAPIM
59
British Airways Pensions Investment Management
United Kingdom
$15.6M – – –
Natixis Advisors
60
Natixis Advisors
Massachusetts
$14.7M -$335K -21,369 -2%
CAM
61
Capstone Asset Management
Texas
$14.4M +$9.3M +593,592 +181%
Mackenzie Financial
62
Mackenzie Financial
Ontario, Canada
$14.1M -$1.07M -68,320 -7%
AG
63
Aperio Group
California
$13.3M +$1.66M +105,989 +14%
Nuveen Asset Management
64
Nuveen Asset Management
Illinois
$13.1M +$13.1M +838,025 New
Caisse de Depot et Placement du Quebec (CDPQ)
65
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$13M -$2.63M -167,804 -17%
ED
66
Exane Derivatives
France
$12.7M -$5.01M -320,204 -28%
TAM
67
Tocqueville Asset Management
New York
$12.5M +$12.5M +799,889 New
Aristotle Capital Management
68
Aristotle Capital Management
California
$9.63M -$102K -6,509 -1%
AQR Capital Management
69
AQR Capital Management
Connecticut
$9.3M -$9.58M -610,274 -51%
Ameriprise
70
Ameriprise
Minnesota
$8.57M -$10.7K -682 -0.1%
Neuberger Berman Group
71
Neuberger Berman Group
New York
$8.56M -$1.45M -92,794 -15%
VRS
72
Virginia Retirement Systems
Virginia
$8.42M +$646K +41,130 +8%
CBOA
73
Commonwealth Bank of Australia
Australia
$8.32M +$8.32M +530,817 New
LAM
74
Lingohr Asset Management
Germany
$7.94M +$1.45M +92,270 +22%
CIS
75
Capital International Sarl
California
$6.85M +$6.85M +436,679 New
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