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UBS Group
UBS

Overview Fund Activity

145 hedge funds and large institutions have $11.6B invested in UBS Group in 2014 Q4 according to their latest regulatory filings, with 144 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+144
Holders Change %
+14,400%
% of All Funds
3.87%
Holding in Top 10
11
Holding in Top 10 Change
+11
Holding in Top 10 Change %
%
% of All Funds
0.29%
New
144
Increased
–
Reduced
1
Closed
–
Calls
$3.28M
Puts
$9.57M
Net Calls
-$6.29M
Net Calls Change
-$6.29M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.97B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.11B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$756M
4
Invesco
4
Invesco
Georgia
$599M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$579M

Top Sellers

1
CA
1
Cullinan Associates
Kentucky
$852K
Name Holding Trade Value Shares
Change 		Shares
Change %
CONA
101
Capital One National Association
New York
$400K +$400K +23,445 New
CSS
102
Cubist Systematic Strategies
Connecticut
$398K +$398K +23,366 New
SCCM
103
Schafer Cullen Capital Management
New York
$386K +$386K +22,627 New
WP
104
WMS Partners
Maryland
$379K +$379K +22,250 New
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$291K +$291K +17,091 New
SIP
106
Stoneridge Investment Partners
Pennsylvania
$250K +$250K +14,641 New
CCA
107
Checchi Capital Advisers
California
$237K +$237K +14,327 New
AP
108
Advisor Partners
California
$235K +$235K +13,718 New
HighTower Advisors
109
HighTower Advisors
Illinois
$235K +$235K +13,783 New
FWM
110
Frontier Wealth Management
Missouri
$233K +$233K +13,695 New
BIM
111
Bogle Investment Management
Massachusetts
$228K +$228K +13,400 New
FAAS
112
First Allied Advisory Services
California
$224K +$224K +13,067 New
RFC
113
Regions Financial Corp
Alabama
$224K +$224K +13,143 New
Ameriprise
114
Ameriprise
Minnesota
$214K +$214K +12,580 New
LTFS
115
Ladenburg Thalmann Financial Services
Florida
$203K +$203K +11,782 New
SCM
116
Shelton Capital Management
Colorado
$201K +$201K +11,792 New
LC
117
Loews Corp
New York
$181K +$181K +10,625 New
MCM
118
Manchester Capital Management
Vermont
$128K +$128K +7,483 New
HNB
119
Huntington National Bank
Ohio
$121K +$121K +7,098 New
JWA
120
JFS Wealth Advisors
Pennsylvania
$109K +$109K +6,390 New
SEI Investments
121
SEI Investments
Pennsylvania
$84K +$84K +4,932 New
US Bancorp
122
US Bancorp
Minnesota
$78K +$78K +4,576 New
CGT
123
Capital Guardian Trust
California
$67K +$67K +3,918 New
FNYS
124
First New York Securities
New York
$64.8K +$64.8K +3,800 New
HR
125
Howe & Rusling
New York
$50K +$50K +2,922 New
2 3 4
5
6