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UBS Group
UBS

Overview Fund Activity

258 hedge funds and large institutions have $23.3B invested in UBS Group in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 101 increasing their positions, 77 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
-2
Holders Change %
-0.77%
% of All Funds
6.44%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
32
Increased
101
Reduced
77
Closed
30
Calls
$154M
Puts
$424M
Net Calls
-$270M
Net Calls Change
-$54.5M

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$680M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.64B
3
Zurich Cantonal Bank
3
Zurich Cantonal Bank
Switzerland
$658M
4
Franklin Resources
4
Franklin Resources
California
$1.07B
5
ED
5
Exane Derivatives
France
$68.1M

Top Sellers

1
Invesco
1
Invesco
Georgia
$523M
2
CS
2
Credit Suisse
Switzerland
$1.61B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$605M
4
UBS Group
4
UBS Group
Switzerland
$2.39B
5
BIP
5
Brandes Investment Partners
California
$73.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Calamos Advisors
76
Calamos Advisors
Illinois
$10M +$2.39M +139,200 +31%
Neuberger Berman Group
77
Neuberger Berman Group
New York
$8.87M +$347K +20,225 +4%
QIM
78
Quantitative Investment Management
Virginia
$7.59M +$6.9M +402,400 +1,009%
OAM
79
Oppenheimer Asset Management
New York
$7.47M -$34.2K -1,996 -0.5%
VOYA Investment Management
80
VOYA Investment Management
Georgia
$6.98M -$74.4K -4,348 -1%
DPIM
81
Duff & Phelps Investment Management
Illinois
$6.78M +$352K +20,520 +5%
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$6.51M +$410K +23,902 +7%
FPF
83
FNY Partners Fund
New York
$6.5M -$288K -16,800 -4%
Fidelity International
84
Fidelity International
Bermuda
$6.48M – – –
SG Americas Securities
85
SG Americas Securities
New York
$6.14M +$1.83M +106,680 +42%
CIS
86
Capital International Sarl
California
$6.11M – – –
Stifel Financial
87
Stifel Financial
Missouri
$5.89M +$102K +5,946 +2%
RGI
88
River Global Investors
United Kingdom
$5.13M +$171K +10,000 +3%
AQR Capital Management
89
AQR Capital Management
Connecticut
$5.08M -$14.8M -866,920 -75%
HCM
90
Highbridge Capital Management
New York
$5.06M +$252K +14,733 +5%
WAM
91
World Asset Management
Michigan
$3.87M -$10.1K -590 -0.3%
Comerica Bank
92
Comerica Bank
Texas
$3.57M -$14.1K -836 -0.4%
BC
93
Brinker Capital
Pennsylvania
$2.89M -$140K -8,179 -5%
EGM
94
Engineers Gate Manager
New York
$2.88M +$59.1K +3,444 +2%
Barclays
95
Barclays
United Kingdom
$2.77M +$677K +39,442 +32%
William Blair & Company
96
William Blair & Company
Illinois
$2.65M -$84.9K -4,951 -3%
Voloridge Investment Management
97
Voloridge Investment Management
Florida
$2.56M +$1.46M +84,993 +132%
FMT
98
First Mercantile Trust
Tennessee
$2.52M +$947K +55,210 +60%
C
99
Chescapmanager
Maryland
$2.44M – – –
BlackRock
100
BlackRock
New York
$2.39M +$742K +43,242 +45%
2 3
4
5 6