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UBS Group
UBS

Overview Fund Activity

312 hedge funds and large institutions have $22.9B invested in UBS Group in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 95 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+13
Holders Change %
+4.35%
% of All Funds
7.14%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
47
Increased
119
Reduced
95
Closed
33
Calls
$288M
Puts
$793M
Net Calls
-$505M
Net Calls Change
-$241M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$1.67B
2
Capital World Investors
2
Capital World Investors
California
$331M
3
GQG Partners
3
GQG Partners
Florida
$159M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$668M
5
Franklin Resources
5
Franklin Resources
California
$1.24B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$663M
2
Norges Bank
2
Norges Bank
Norway
$1.56B
3
Deutsche Bank
3
Deutsche Bank
Germany
$417M
4
CS
4
Credit Suisse
Switzerland
$1.47B
5
AL
5
Appaloosa LP
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NIMC
51
NWQ Investment Management Company
California
$36.6M +$577K +40,666 +2%
ED
52
Exane Derivatives
France
$36.1M +$17.5M +1,102,557 +94%
ClearBridge Investments
53
ClearBridge Investments
New York
$35.9M +$355K +22,554 +1%
GH
54
GAM Holding
Switzerland
$35.3M +$492K +31,184 +1%
TAM
55
Tocqueville Asset Management
New York
$35.1M -$196K -12,485 -0.6%
Calamos Advisors
56
Calamos Advisors
Illinois
$30.1M +$2.77M +176,000 +10%
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27.5M -$6.06M -385,283 -18%
ACI
58
AMP Capital Investors
Australia
$26.7M +$4.25M +262,499 +19%
RJA
59
Raymond James & Associates
Florida
$25.2M -$33.9K -2,150 -0.1%
Public Sector Pension Investment Board (PSP Investments)
60
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$23.3M -$359K -22,616 -2%
Natixis Advisors
61
Natixis Advisors
Massachusetts
$23M +$3.06M +194,586 +15%
TAM
62
Todd Asset Management
Kentucky
$22.4M +$8.51M +540,888 +61%
AG
63
Aperio Group
California
$22M +$3.91M +248,811 +22%
Capital International Investors
64
Capital International Investors
California
$21.2M -$23.6M -1,496,429 -53%
AllianceBernstein
65
AllianceBernstein
Tennessee
$18.2M +$211K +13,429 +1%
EDRH
66
Edmond de Rothschild Holding
Switzerland
$15.1M +$1.61M +101,748 +12%
JCM
67
Janney Capital Management
Pennsylvania
$14.5M -$355K -22,583 -2%
TRSOTSOK
68
Teachers Retirement System of the State of Kentucky
Kentucky
$14.4M +$5.41M +344,000 +60%
EAM
69
Exane Asset Management
France
$14.2M +$7.79M +493,705 +121%
ZIG
70
Zurich Insurance Group
Switzerland
$14M +$1.77M +111,696 +15%
PC
71
Polar Capital
United Kingdom
$13.9M -$3.47M -213,684 -20%
Credit Agricole
72
Credit Agricole
France
$13.8M +$2.14M +135,768 +18%
Ameriprise
73
Ameriprise
Minnesota
$13.4M +$1.29M +82,344 +11%
EVM
74
Eaton Vance Management
Massachusetts
$10.3M +$5.08M +322,998 +97%
DG
75
Delek Group
Israel
$9.63M +$3.31M +210,000 +53%
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