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UBS Group
UBS

Overview Fund Activity

251 hedge funds and large institutions have $17.3B invested in UBS Group in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 83 increasing their positions, 84 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+29
Holders Change %
+13.06%
% of All Funds
6.28%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.18%
New
60
Increased
83
Reduced
84
Closed
20
Calls
$168M
Puts
$205M
Net Calls
-$36.4M
Net Calls Change
-$39.4M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.71B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$650M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$174M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$559M
5
CGT
5
Capital Guardian Trust
California
$93.8M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$51M
2
Zurich Cantonal Bank
2
Zurich Cantonal Bank
Switzerland
$519M
3
Norges Bank
3
Norges Bank
Norway
$2.01B
4
Morgan Stanley
4
Morgan Stanley
New York
$25.3M
5
UBS Group
5
UBS Group
Switzerland
$2.31B
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
76
VOYA Investment Management
Georgia
$6.14M -$27.9K -1,778 -0.5%
CCM
77
Causeway Capital Management
California
$5.78M -$505K -33,063 -8%
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$5.48M +$267K +17,032 +5%
PCM
79
Portolan Capital Management
Massachusetts
$5.27M +$5.27M +336,415 New
PC
80
Polar Capital
United Kingdom
$5.07M -$693K -41,500 -12%
Massachusetts Financial Services
81
Massachusetts Financial Services
Massachusetts
$5.05M -$557K -35,541 -10%
RGI
82
River Global Investors
United Kingdom
$4.59M +$793K +50,500 +21%
Stifel Financial
83
Stifel Financial
Missouri
$4.51M +$835K +53,177 +23%
EAM
84
Exane Asset Management
France
$4.19M -$5.75M -342,656 -58%
Comerica Bank
85
Comerica Bank
Texas
$3.85M +$301K +17,655 +8%
WAM
86
World Asset Management
Michigan
$3.7M -$328K -20,952 -8%
CIBC World Market
87
CIBC World Market
Ontario, Canada
$3.62M +$3.62M +230,751 New
Legal & General Group
88
Legal & General Group
United Kingdom
$3.12M +$3.12M +198,972 New
FM
89
Forward Management
California
$2.84M -$157K -10,034 -5%
Capital Fund Management (CFM)
90
Capital Fund Management (CFM)
France
$2.57M +$2.57M +164,031 New
Millennium Management
91
Millennium Management
New York
$2.57M +$2.57M +163,963 New
CLM
92
ClearBridge LLC (Maryland)
Maryland
$2.56M +$176K +11,261 +7%
LPL Financial
93
LPL Financial
California
$2.29M -$213K -13,010 -9%
CII
94
Capital International Inc
California
$2.26M +$2.26M +144,174 New
William Blair & Company
95
William Blair & Company
Illinois
$1.89M +$28K +1,786 +2%
FMT
96
First Mercantile Trust
Tennessee
$1.76M -$172K -10,948 -9%
LMGAM
97
Liberty Mutual Group Asset Management
Massachusetts
$1.75M +$1.08M +68,886 +161%
CIG
98
Consolidated Investment Group
Colorado
$1.73M – – –
Calamos Advisors
99
Calamos Advisors
Illinois
$1.72M +$1.72M +110,000 New
ECM
100
ETrade Capital Management
Virginia
$1.67M -$98.3K -6,269 -6%
2 3
4
5 6