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UBS Group
UBS

Overview Fund Activity

327 hedge funds and large institutions have $15.3B invested in UBS Group in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 119 increasing their positions, 102 reducing their positions, and 34 closing their positions.

Holders
327
Holders Change
+12
Holders Change %
+3.81%
% of All Funds
7.09%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
50
Increased
119
Reduced
102
Closed
34
Calls
$255M
Puts
$536M
Net Calls
-$282M
Net Calls Change
-$16.6M

Top Buyers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$368M
2
Fidelity International
2
Fidelity International
Bermuda
$50.7M
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$66.9M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$623M
5
O
5
Ossiam
France
$23.1M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$75.8M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$640M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$165M
4
DZ Bank
4
DZ Bank
Germany
$8.42M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$399M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
76
CIBC World Market
Ontario, Canada
$8.92M +$2.05M +168,921 +30%
DZ Bank
77
DZ Bank
Germany
$8.42M -$121M -9,956,005 -93%
VRS
78
Virginia Retirement Systems
Virginia
$8.16M +$2.35M +194,166 +41%
TRSOTSOK
79
Teachers Retirement System of the State of Kentucky
Kentucky
$8.02M -$3.09M -255,400 -28%
EVM
80
Eaton Vance Management
Massachusetts
$7.94M – – –
CBOA
81
Commonwealth Bank of Australia
Australia
$7.77M +$190K +15,667 +3%
LAM
82
Lingohr Asset Management
Germany
$7.72M -$35.4K -2,920 -0.5%
PC
83
Polar Capital
United Kingdom
$7.12M -$3.63M -287,004 -34%
Aristotle Capital Management
84
Aristotle Capital Management
California
$6.9M +$1.78M +147,400 +35%
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$6.72M +$1.58M +130,869 +31%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$6.32M +$1.53M +126,473 +32%
VOYA Investment Management
87
VOYA Investment Management
Georgia
$5.97M +$259K +21,385 +5%
VIP
88
Vantage Investment Partners
Missouri
$5.52M – – –
Citadel Advisors
89
Citadel Advisors
Florida
$5.5M -$2.85M -235,703 -34%
Stifel Financial
90
Stifel Financial
Missouri
$5.13M +$73.2K +6,048 +1%
OAM
91
Oppenheimer Asset Management
New York
$4.85M +$990K +81,773 +26%
DPIM
92
Duff & Phelps Investment Management
Illinois
$4.19M -$12.5K -1,032 -0.3%
CGH
93
Crossmark Global Holdings
Texas
$3.95M -$4.36K -360 -0.1%
TAA
94
TB Alternative Assets
Cayman Islands
$3.89M +$3.89M +321,400 New
Ameriprise
95
Ameriprise
Minnesota
$3.85M -$6.8M -561,887 -64%
MIM
96
MetLife Investment Management
New Jersey
$3.41M +$3.41M +280,535 New
OTPPB
97
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.41M -$1.15M -94,783 -25%
SG Americas Securities
98
SG Americas Securities
New York
$3.21M +$1.39M +114,877 +77%
BNP Paribas Financial Markets
99
BNP Paribas Financial Markets
France
$3.13M +$1.69M +139,800 +118%
RC
100
RBF Capital
California
$2.85M +$2.85M +234,900 New
2 3
4
5 6