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UBS Group
UBS

Overview Fund Activity

248 hedge funds and large institutions have $20B invested in UBS Group in 2015 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 78 increasing their positions, 90 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+14
Holders Change %
+5.98%
% of All Funds
6.51%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.39%
New
45
Increased
78
Reduced
90
Closed
28
Calls
$142M
Puts
$73.5M
Net Calls
+$68.6M
Net Calls Change
-$39.2M

Top Buyers

1
O
1
OppenheimerFunds
New York
$579M
2
Goldman Sachs
2
Goldman Sachs
New York
$431M
3
Zurich Cantonal Bank
3
Zurich Cantonal Bank
Switzerland
$746M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$461M
5
GTP
5
Global Thematic Partners
New York
$142M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$0
2
CS
2
Credit Suisse
Switzerland
$2.18B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$828M
4
Franklin Resources
4
Franklin Resources
California
$121M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$814M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
101
CIBC World Market
Ontario, Canada
$3.46M +$809K +41,760 +31%
Lazard Asset Management
102
Lazard Asset Management
New York
$3.07M -$5.95K -307 -0.2%
CLM
103
ClearBridge LLC (Maryland)
Maryland
$3.04M +$3.04M +157,100 New
FMT
104
First Mercantile Trust
Tennessee
$3.01M -$1.76M -90,657 -37%
RCM
105
Riverhead Capital Management
Delaware
$2.74M – – –
BCM
106
BTR Capital Management
California
$2.43M +$6.78K +350 +0.3%
FA
107
FDx Advisors
Illinois
$2.42M +$30.2K +1,558 +1%
ECM
108
ETrade Capital Management
Virginia
$2.2M -$476K -24,566 -18%
CIG
109
Consolidated Investment Group
Colorado
$2.14M – – –
HGI
110
Hansberger Growth Investors
Wisconsin
$2.13M +$30.7K +1,585 +1%
SEI Investments
111
SEI Investments
Pennsylvania
$2.08M +$1.08M +55,520 +107%
CF
112
CNA Financial
Illinois
$1.96M -$213K -10,900 -10%
RIM
113
RS Investment Management
California
$1.95M +$1.07M +54,573 +120%
HCMT
114
Highland Capital Management (Tennessee)
Tennessee
$1.81M +$42.6K +2,200 +2%
RFC
115
Regions Financial Corp
Alabama
$1.73M -$68.7K -3,545 -4%
Truist Financial
116
Truist Financial
North Carolina
$1.69M -$510K -26,302 -23%
HighTower Advisors
117
HighTower Advisors
Illinois
$1.51M +$1.17M +60,655 +349%
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$1.44M -$1.58M -81,723 -52%
AP
119
Advisor Partners
California
$1.23M +$489K +25,180 +66%
BP
120
BBR Partners
New York
$1.21M +$1.21M +62,245 New
CCMINC
121
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.16M +$14K +724 +1%
MA
122
MUFG Americas
New York
$1.15M -$526K -27,134 -31%
SCA
123
Salient Capital Advisors
Texas
$1.12M +$1.12M +57,699 New
1GA
124
1st Global Advisors
Texas
$1.09M -$25.5K -1,317 -2%
WIS
125
Wright Investors Service
Connecticut
$1.06M -$16.7K -860 -2%
3 4
5
6 7