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UBS Group
UBS

Overview Fund Activity

203 hedge funds and large institutions have $18.4B invested in UBS Group in 2015 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 80 increasing their positions, 53 reducing their positions, and 19 closing their positions.

Holders
203
Holders Change
+31
Holders Change %
+18.02%
% of All Funds
5.47%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
52
Increased
80
Reduced
53
Closed
19
Calls
$330M
Puts
$187M
Net Calls
+$143M
Net Calls Change
-$660M

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$2.56B
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$348M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.04B
4
UBS Group
4
UBS Group
Switzerland
$2.23B
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$215M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$67.8M
2
O
2
OppenheimerFunds
New York
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.07B
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$2.74M
5
Barclays
5
Barclays
United Kingdom
$4.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
GEM
76
Global Endowment Management
North Carolina
$7.88M +$7.88M +371,700 New
TCM
77
Tran Capital Management
California
$7.56M -$254K -11,975 -3%
Massachusetts Financial Services
78
Massachusetts Financial Services
Massachusetts
$6.96M +$132K +6,206 +2%
ACP
79
Arrowgrass Capital Partners
United Kingdom
$6.61M +$6.61M +333,333 New
FM
80
Forward Management
California
$6.26M +$336K +15,842 +6%
CPS
81
Counsel Portfolio Services
Ontario, Canada
$6.15M – – –
WHG
82
Westwood Holdings Group
Texas
$6M +$8.72K +411 +0.1%
FMT
83
First Mercantile Trust
Tennessee
$5.52M -$350K -16,489 -6%
VIG
84
Vienna Insurance Group
Poland
$5.43M +$5.43M +254,917 New
Ameriprise
85
Ameriprise
Minnesota
$5.37M +$1.92M +90,364 +56%
AQR Capital Management
86
AQR Capital Management
Connecticut
$5.05M +$1.96M +92,132 +63%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$4.43M -$546K -25,758 -11%
Barclays
88
Barclays
United Kingdom
$4.29M -$89.1M -4,245,038 -95%
Stifel Financial
89
Stifel Financial
Missouri
$4.04M +$27.2K +1,287 +0.7%
VAM
90
Vontobel Asset Management
New York
$4.03M – – –
WAM
91
World Asset Management
Michigan
$3.76M -$245K -11,562 -6%
DVM
92
Dreman Value Management
Florida
$3.57M +$3.57M +168,383 New
FA
93
FDx Advisors
Illinois
$3.43M +$2.41M +113,887 +237%
AG
94
Aperio Group
California
$3.2M +$3.2M +150,849 New
William Blair & Company
95
William Blair & Company
Illinois
$3.08M +$2.75M +129,726 +842%
Renaissance Technologies
96
Renaissance Technologies
New York
$3.07M +$2.68M +126,500 +699%
Truist Financial
97
Truist Financial
North Carolina
$2.9M +$117K +5,528 +4%
Baillie Gifford & Co
98
Baillie Gifford & Co
United Kingdom
$2.74M -$92.4M -4,354,642 -97%
ECM
99
ETrade Capital Management
Virginia
$2.68M -$188K -8,853 -7%
BCM
100
BTR Capital Management
California
$2.66M +$161K +7,590 +6%
2 3
4
5 6