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UBS Group
UBS

Overview Fund Activity

303 hedge funds and large institutions have $14.4B invested in UBS Group in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 102 increasing their positions, 119 reducing their positions, and 38 closing their positions.

Holders
303
Holders Change
+3
Holders Change %
+1%
% of All Funds
6.23%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
42
Increased
102
Reduced
119
Closed
38
Calls
$341M
Puts
$571M
Net Calls
-$230M
Net Calls Change
-$50.8M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$337M
2
DZ Bank
2
DZ Bank
Germany
$228M
3
Norges Bank
3
Norges Bank
Norway
$1.84B
4
Marshall Wace
4
Marshall Wace
United Kingdom
$104M
5
Goldman Sachs
5
Goldman Sachs
New York
$315M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.45B
2
Dodge & Cox
2
Dodge & Cox
California
$1.48B
3
Deutsche Bank
3
Deutsche Bank
Germany
$237M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$542M
5
Fidelity International
5
Fidelity International
Bermuda
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACI
51
AMP Capital Investors
Australia
$20.3M +$2.14M +187,084 +12%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$20.2M +$1.35M +118,404 +7%
OAMG
53
Odey Asset Management Group
United Kingdom
$20M +$6.29M +545,262 +46%
CII
54
Capital International Inc
California
$18.6M +$18.6M +1,615,196 New
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$18.4M -$5.18M -449,285 -22%
Wells Fargo
56
Wells Fargo
California
$18.1M -$1.35M -116,771 -7%
State of Wisconsin Investment Board
57
State of Wisconsin Investment Board
Wisconsin
$18.1M -$22.4M -1,949,352 -55%
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.7M -$6.01M -527,583 -25%
RJA
59
Raymond James & Associates
Florida
$17.3M -$1,000K -86,843 -5%
HSBC Holdings
60
HSBC Holdings
United Kingdom
$16.9M -$47M -4,075,532 -74%
CBT
61
Capital Bank & Trust
California
$14.9M +$14.9M +1,295,031 New
ZIG
62
Zurich Insurance Group
Switzerland
$14.9M +$2.65M +230,208 +22%
ED
63
Exane Derivatives
France
$13.1M +$6.6M +575,452 +102%
AllianceBernstein
64
AllianceBernstein
Tennessee
$11.9M -$1.06M -91,892 -8%
Aviva
65
Aviva
United Kingdom
$11M +$140K +12,206 +1%
PNAA
66
Pictet North America Advisors
Switzerland
$10.9M +$3.11M +270,000 +40%
PFM
67
Premier Fund Managers
United Kingdom
$10.7M +$10.7M +854,900 New
EDRH
68
Edmond de Rothschild Holding
Switzerland
$10.6M -$2.48M -216,162 -19%
Mackenzie Financial
69
Mackenzie Financial
Ontario, Canada
$10.5M +$9.91M +858,324 +1,601%
AIM
70
Achmea Investment Management
Netherlands
$10.3M – – –
TAM
71
Todd Asset Management
Kentucky
$10.2M -$32.9K -2,851 -0.3%
JCM
72
Janney Capital Management
Pennsylvania
$9.55M -$524K -45,425 -5%
Two Sigma Investments
73
Two Sigma Investments
New York
$8.76M +$8.76M +759,224 New
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$8.66M +$586K +50,759 +7%
OTPPB
75
Ontario Teachers' Pension Plan Board
Ontario, Canada
$8.3M -$1.13M -97,942 -12%
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