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UBS Group
UBS

Overview Fund Activity

315 hedge funds and large institutions have $17B invested in UBS Group in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 109 increasing their positions, 108 reducing their positions, and 50 closing their positions.

Holders
315
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
7.03%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
56
Increased
109
Reduced
108
Closed
50
Calls
$155M
Puts
$420M
Net Calls
-$265M
Net Calls Change
+$240M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.54B
2
Dodge & Cox
2
Dodge & Cox
California
$1.61B
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$75.2M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$530M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$181M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$859M
2
Capital World Investors
2
Capital World Investors
California
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$302M
4
GQG Partners
4
GQG Partners
Florida
$0
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$437M
Name Holding Trade Value Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
51
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27.1M +$5.52M +446,043 +26%
TAM
52
Tocqueville Asset Management
New York
$25.6M -$2.04M -165,040 -7%
Calamos Advisors
53
Calamos Advisors
Illinois
$24.5M +$829K +67,000 +4%
Russell Investments Group
54
Russell Investments Group
United Kingdom
$23.3M -$8.44M -679,054 -27%
ACI
55
AMP Capital Investors
Australia
$18.9M -$1.54M -124,245 -8%
Public Sector Pension Investment Board (PSP Investments)
56
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$18.7M +$525K +42,269 +3%
TAM
57
Todd Asset Management
Kentucky
$18.2M +$638K +51,574 +4%
Credit Agricole
58
Credit Agricole
France
$18M +$7.08M +571,898 +65%
Capital International Investors
59
Capital International Investors
California
$16.7M – – –
RJA
60
Raymond James & Associates
Florida
$16.5M -$3.3M -265,655 -17%
AllianceBernstein
61
AllianceBernstein
Tennessee
$14.3M +$27.4K +2,213 +0.2%
Natixis Advisors
62
Natixis Advisors
Massachusetts
$14.2M -$3.91M -315,625 -22%
EDRH
63
Edmond de Rothschild Holding
Switzerland
$12.9M +$1.05M +84,341 +9%
AG
64
Aperio Group
California
$12.4M -$5M -403,683 -29%
BAPIM
65
British Airways Pensions Investment Management
United Kingdom
$12.2M +$5.08M +408,740 +72%
ZIG
66
Zurich Insurance Group
Switzerland
$11.7M +$705K +56,698 +6%
TRSOTSOK
67
Teachers Retirement System of the State of Kentucky
Kentucky
$11.4M – – –
DG
68
Delek Group
Israel
$11.2M +$3.45M +270,700 +44%
Ameriprise
69
Ameriprise
Minnesota
$11M +$349K +27,853 +3%
PC
70
Polar Capital
United Kingdom
$10.9M -$114K -8,891 -1%
JCM
71
Janney Capital Management
Pennsylvania
$10.3M -$1.07M -86,529 -9%
Jane Street
72
Jane Street
New York
$10M +$9.43M +761,816 +1,659%
Citadel Advisors
73
Citadel Advisors
Florida
$8.54M +$2.12M +171,325 +33%
EVM
74
Eaton Vance Management
Massachusetts
$8.11M -$6.02K -486 -0.1%
LAM
75
Lingohr Asset Management
Germany
$7.95M +$6.43M +517,587 +425%
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