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UBS Group
UBS

Overview Fund Activity

299 hedge funds and large institutions have $20.9B invested in UBS Group in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 111 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
-20
Holders Change %
-6.27%
% of All Funds
6.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
31
Increased
96
Reduced
111
Closed
47
Calls
$227M
Puts
$491M
Net Calls
-$264M
Net Calls Change
+$92.6M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$526M
2
CS
2
Credit Suisse
Switzerland
$1.54B
3
Goldman Sachs
3
Goldman Sachs
New York
$299M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.49B
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.45B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.51B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.09B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$502M
4
AAMU
4
Amundi Asset Management US
Massachusetts
$208M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAPIM
76
British Airways Pensions Investment Management
United Kingdom
$8.82M -$5.27M -341,515 -37%
TRSOTSOK
77
Teachers Retirement System of the State of Kentucky
Kentucky
$8.81M – – –
CBOA
78
Commonwealth Bank of Australia
Australia
$8.52M +$395K +25,770 +5%
VRS
79
Virginia Retirement Systems
Virginia
$7.82M -$1.36M -88,195 -15%
Stifel Financial
80
Stifel Financial
Missouri
$7.35M +$2.67M +173,830 +57%
VOYA Investment Management
81
VOYA Investment Management
Georgia
$7.05M +$784K +50,798 +13%
VIP
82
Vantage Investment Partners
Missouri
$7M – – –
CBT
83
Capital Bank & Trust
California
$6.95M -$9.44M -611,783 -58%
EAM
84
Exane Asset Management
France
$6.54M -$8.44M -525,439 -56%
Fidelity International
85
Fidelity International
Bermuda
$6.19M -$2M -129,383 -24%
DG
86
Delek Group
Israel
$6.18M – – –
DPIM
87
Duff & Phelps Investment Management
Illinois
$5.84M +$1.61K +105 +0%
RGI
88
River Global Investors
United Kingdom
$5.8M +$265K +17,135 +5%
OAM
89
Oppenheimer Asset Management
New York
$5.58M -$393K -25,629 -7%
Voloridge Investment Management
90
Voloridge Investment Management
Florida
$5.24M +$3.11M +202,614 +146%
EVM
91
Eaton Vance Management
Massachusetts
$5.11M -$5.4M -352,326 -51%
Toronto Dominion Bank
92
Toronto Dominion Bank
Ontario, Canada
$4.41M +$535K +34,577 +14%
SEI Investments
93
SEI Investments
Pennsylvania
$4.31M -$18M -1,175,811 -81%
CGH
94
Crossmark Global Holdings
Texas
$4.29M -$1.19M -77,836 -22%
SG Americas Securities
95
SG Americas Securities
New York
$3.53M +$2.87M +186,820 +429%
William Blair & Company
96
William Blair & Company
Illinois
$3.43M +$419K +27,328 +14%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$3.27M -$4.11M -267,877 -56%
Comerica Bank
98
Comerica Bank
Texas
$3.24M +$2.35K +155 +0.1%
BC
99
Brinker Capital
Pennsylvania
$3.16M -$43.9K -2,861 -1%
Envestnet Asset Management
100
Envestnet Asset Management
Illinois
$2.99M -$22.8K -1,486 -0.8%
2 3
4
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