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UBS Group
UBS

Overview Fund Activity

248 hedge funds and large institutions have $17.9B invested in UBS Group in 2017 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 97 increasing their positions, 82 reducing their positions, and 31 closing their positions.

Holders
248
Holders Change
-3
Holders Change %
-1.2%
% of All Funds
6.18%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
30
Increased
97
Reduced
82
Closed
31
Calls
$143M
Puts
$287M
Net Calls
-$144M
Net Calls Change
-$108M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$635M
2
Credit Agricole
2
Credit Agricole
France
$238M
3
Deutsche Bank
3
Deutsche Bank
Germany
$384M
4
DekaBank Deutsche Girozentrale
4
DekaBank Deutsche Girozentrale
Germany
$67.1M
5
Bank of America
5
Bank of America
North Carolina
$164M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.63B
2
Invesco
2
Invesco
Georgia
$583M
3
Axa
3
Axa
France
$51.8M
4
CS
4
Credit Suisse
Switzerland
$1.38B
5
Fidelity International
5
Fidelity International
Bermuda
$6.53M
Name Market Value Shares Shares
Change 		Shares
Change %
PPA
51
Parametric Portfolio Associates
Washington
$25.3M 1,586,740 +221,544 +16%
EDRH
52
Edmond de Rothschild Holding
Switzerland
$24.7M 1,540,962 -4,618 -0.3%
TAM
53
Tocqueville Asset Management
New York
$22.5M 1,413,619 +613,730 +77%
WBC
54
Westpac Banking Corp
Australia
$22.5M 1,400,580 +1,400,580 New
RJA
55
Raymond James & Associates
Florida
$21M 1,314,761 +155,902 +13%
AQR Capital Management
56
AQR Capital Management
Connecticut
$18.9M 1,178,865 +586,154 +99%
CI
57
Capital International
California
$18M 1,124,579 +18,558 +2%
BAPIM
58
British Airways Pensions Investment Management
United Kingdom
$16.2M 1,009,717 +17,770 +2%
CAM
59
Capstone Asset Management
Texas
$16.1M 1,010,012 +88,576 +10%
Natixis Advisors
60
Natixis Advisors
Massachusetts
$16M 1,000,246 +63,045 +7%
Mackenzie Financial
61
Mackenzie Financial
Ontario, Canada
$15.2M 953,138 +51,107 +6%
OTPPB
62
Ontario Teachers' Pension Plan Board
Ontario, Canada
$14.9M 932,440 -97,179 -9%
EAM
63
Exane Asset Management
France
$14.6M 907,464 +657,464 +263%
AG
64
Aperio Group
California
$14M 876,994 +26,202 +3%
Caisse de Depot et Placement du Quebec (CDPQ)
65
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$13.4M 833,317 +3,318 +0.4%
ACPU
66
Arrowgrass Capital Partners (US)
Delaware
$12.8M 797,097 +797,097 New
Millennium Management
67
Millennium Management
New York
$11.4M 716,825 +552,862 +337%
Aristotle Capital Management
68
Aristotle Capital Management
California
$10.7M 673,389 +58,874 +10%
LAM
69
Lingohr Asset Management
Germany
$10.1M 635,457 +129,144 +26%
CBOA
70
Commonwealth Bank of Australia
Australia
$9.03M 564,631 +33,814 +6%
Ameriprise
71
Ameriprise
Minnesota
$8.63M 542,328 -4,044 -0.7%
VRS
72
Virginia Retirement Systems
Virginia
$8.46M 528,212 -8,096 -2%
Neuberger Berman Group
73
Neuberger Berman Group
New York
$8.01M 502,253 -44,058 -8%
CIS
74
Capital International Sarl
California
$6.75M 421,590 -15,089 -3%
VOYA Investment Management
75
VOYA Investment Management
Georgia
$6.62M 413,547 +22,072 +6%
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