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UBS Group
UBS

Overview Fund Activity

312 hedge funds and large institutions have $22.9B invested in UBS Group in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 95 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+13
Holders Change %
+4.35%
% of All Funds
7.14%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
47
Increased
119
Reduced
95
Closed
33
Calls
$288M
Puts
$793M
Net Calls
-$505M
Net Calls Change
-$241M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$1.67B
2
Capital World Investors
2
Capital World Investors
California
$331M
3
GQG Partners
3
GQG Partners
Florida
$159M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$668M
5
Franklin Resources
5
Franklin Resources
California
$1.24B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$663M
2
Norges Bank
2
Norges Bank
Norway
$1.56B
3
Deutsche Bank
3
Deutsche Bank
Germany
$417M
4
CS
4
Credit Suisse
Switzerland
$1.47B
5
AL
5
Appaloosa LP
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CBOA
76
Commonwealth Bank of Australia
Australia
$9.1M +$325K +20,575 +4%
BAPIM
77
British Airways Pensions Investment Management
United Kingdom
$9.05M -$8.88K -560 -0.1%
Renaissance Technologies
78
Renaissance Technologies
New York
$9.04M -$7.07M -449,400 -44%
CIBC World Market
79
CIBC World Market
Ontario, Canada
$8.54M -$669K -42,533 -7%
Aristotle Capital Management
80
Aristotle Capital Management
California
$8.22M -$4.24M -269,616 -34%
Citadel Advisors
81
Citadel Advisors
Florida
$8.16M +$5.31M +337,598 +187%
VRS
82
Virginia Retirement Systems
Virginia
$7.92M -$121K -7,597 -1%
ACPU
83
Arrowgrass Capital Partners (US)
Delaware
$7.75M +$7.75M +500,000 New
VOYA Investment Management
84
VOYA Investment Management
Georgia
$7.34M +$96.3K +6,069 +1%
CBT
85
Capital Bank & Trust
California
$7.28M +$176K +11,181 +2%
VIP
86
Vantage Investment Partners
Missouri
$7.17M – – –
FWCM
87
Ferguson Wellman Capital Management
Oregon
$7.09M +$7.09M +450,920 New
Stifel Financial
88
Stifel Financial
Missouri
$6.95M -$567K -36,038 -8%
RGI
89
River Global Investors
United Kingdom
$6.58M +$619K +39,007 +10%
Fidelity International
90
Fidelity International
Bermuda
$6.32M – – –
DPIM
91
Duff & Phelps Investment Management
Illinois
$5.88M -$107K -6,818 -2%
OAM
92
Oppenheimer Asset Management
New York
$5.71M -$19K -1,209 -0.3%
Canada Life
93
Canada Life
Manitoba, Canada
$5.28M +$5.28M +331,112 New
CGH
94
Crossmark Global Holdings
Texas
$5.22M +$816K +51,881 +19%
William Blair & Company
95
William Blair & Company
Illinois
$4.41M +$890K +56,610 +25%
Toronto Dominion Bank
96
Toronto Dominion Bank
Ontario, Canada
$4.04M -$461K -29,194 -10%
Balyasny Asset Management
97
Balyasny Asset Management
Illinois
$3.55M +$3.34M +212,154 +1,543%
Comerica Bank
98
Comerica Bank
Texas
$2.99M +$82.7K +6,074 +3%
GCM
99
Gator Capital Management
Florida
$2.66M +$2.4M +152,700 +925%
SCM
100
Stevens Capital Management
Pennsylvania
$2.47M +$2.47M +156,974 New
2 3
4
5 6