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UBS Group
UBS

Overview Fund Activity

172 hedge funds and large institutions have $15.5B invested in UBS Group in 2015 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 58 increasing their positions, 49 reducing their positions, and 27 closing their positions.

Holders
172
Holders Change
+27
Holders Change %
+18.62%
% of All Funds
4.59%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.21%
New
54
Increased
58
Reduced
49
Closed
27
Calls
$1.04B
Puts
$240M
Net Calls
+$803M
Net Calls Change
+$809M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.09B
2
O
2
OppenheimerFunds
New York
$578M
3
Zurich Cantonal Bank
3
Zurich Cantonal Bank
Switzerland
$486M
4
State Street
4
State Street
Massachusetts
$304M
5
Norges Bank
5
Norges Bank
Norway
$2.36B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.03B
2
UBS Group
2
UBS Group
Switzerland
$1.72B
3
Goldman Sachs
3
Goldman Sachs
New York
$228M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$71.1M
5
TIM
5
Thornburg Investment Management
New Mexico
$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
76
World Asset Management
Michigan
$3.54M -$157K -8,369 -4%
Ameriprise
77
Ameriprise
Minnesota
$3.06M +$2.82M +150,023 +1,193%
AQR Capital Management
78
AQR Capital Management
Connecticut
$2.75M +$129K +6,830 +5%
ECM
79
ETrade Capital Management
Virginia
$2.53M +$128K +6,801 +5%
NFA
80
Nationwide Fund Advisors
Ohio
$2.47M -$3.13M -166,513 -56%
Truist Financial
81
Truist Financial
North Carolina
$2.47M +$304K +16,183 +14%
BIC
82
Beach Investment Counsel
Pennsylvania
$2.45M +$9.38K +500 +0.4%
BCM
83
BTR Capital Management
California
$2.21M +$280K +14,915 +15%
CI
84
Clal Insurance
Israel
$2.1M +$2.1M +111,828 New
CF
85
CNA Financial
Illinois
$2.09M – – –
MA
86
MUFG Americas
New York
$2.02M +$72.9K +3,884 +4%
LPL Financial
87
LPL Financial
California
$1.82M -$346K -18,093 -16%
ICM
88
ICC Capital Management
Florida
$1.59M +$25.4K +1,355 +2%
Creative Planning
89
Creative Planning
Kansas
$1.39M +$1.35M +72,012 +3,981%
HGI
90
Hansberger Growth Investors
Wisconsin
$1.17M +$160K +8,532 +16%
BP
91
BBR Partners
New York
$1.17M -$2.1K -112 -0.2%
CC
92
Colrain Capital
Massachusetts
$1.13M +$1.13M +60,000 New
VKH
93
Virtu KCG Holdings
New York
$1.02M +$461K +24,545 +82%
SCM
94
SOL Capital Management
Maryland
$1.02M +$18.5K +985 +2%
1GA
95
1st Global Advisors
Texas
$953K +$219K +11,655 +30%
RhumbLine Advisers
96
RhumbLine Advisers
Massachusetts
$906K +$906K +48,252 New
CCMINC
97
Cardinal Capital Management Inc (North Carolina)
North Carolina
$906K +$906K +48,257 New
SEI Investments
98
SEI Investments
Pennsylvania
$901K +$808K +42,664 +865%
FA
99
FDx Advisors
Illinois
$900K -$1.05M -55,892 -54%
EVM
100
Eaton Vance Management
Massachusetts
$898K +$9.97K +531 +1%
2 3
4
5 6