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UBS Group
UBS

Overview Fund Activity

251 hedge funds and large institutions have $17.3B invested in UBS Group in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 83 increasing their positions, 84 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+29
Holders Change %
+13.06%
% of All Funds
6.28%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.18%
New
60
Increased
83
Reduced
84
Closed
20
Calls
$168M
Puts
$205M
Net Calls
-$36.4M
Net Calls Change
-$39.4M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.71B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$650M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$174M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$559M
5
CGT
5
Capital Guardian Trust
California
$93.8M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$51M
2
Zurich Cantonal Bank
2
Zurich Cantonal Bank
Switzerland
$519M
3
Norges Bank
3
Norges Bank
Norway
$2.01B
4
Morgan Stanley
4
Morgan Stanley
New York
$25.3M
5
UBS Group
5
UBS Group
Switzerland
$2.31B
Name Holding Trade Value Shares
Change 		Shares
Change %
VKH
101
Virtu KCG Holdings
New York
$1.66M +$583K +37,215 +54%
OSAM
102
O'Shaughnessy Asset Management
Connecticut
$1.6M +$1.6M +52,424 New
SG Americas Securities
103
SG Americas Securities
New York
$1.51M +$1.38M +87,906 +1,049%
HCMT
104
Highland Capital Management (Tennessee)
Tennessee
$1.5M -$3.14K -200 -0.2%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$1.38M +$738K +47,111 +115%
FA
106
FDx Advisors
Illinois
$1.34M -$36.6K -2,336 -3%
SCM
107
Stevens Capital Management
Pennsylvania
$1.33M +$1.33M +85,039 New
BRWA
108
B. Riley Wealth Advisors
Florida
$1.27M +$1.59K +101 +0.1%
SC
109
Seawolf Capital
New York
$1.26M +$1.26M +80,300 New
SF
110
Synovus Financial
Georgia
$1.16M -$30.6K -1,953 -3%
Creative Planning
111
Creative Planning
Kansas
$1.16M +$75.1K +4,793 +7%
Citadel Advisors
112
Citadel Advisors
Florida
$1.11M -$323K -20,627 -23%
BP
113
BBR Partners
New York
$1.08M +$103K +6,555 +11%
CCMINC
114
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.04M -$130K -8,279 -11%
SCM
115
SOL Capital Management
Maryland
$1.03M +$51.7K +3,300 +5%
EMG
116
Ellington Management Group
Connecticut
$1.02M +$1.02M +65,100 New
EGM
117
Engineers Gate Manager
New York
$1.01M -$1.54M -98,506 -60%
Grantham, Mayo, Van Otterloo & Co (GMO)
118
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$989K +$406K +25,867 +70%
JPMPWA
119
J.P. Morgan Private Wealth Advisors
California
$879K +$224K +14,277 +34%
NFA
120
Nuveen Fund Advisors
Illinois
$877K +$216K +13,766 +33%
Parallax Volatility Advisers
121
Parallax Volatility Advisers
California
$857K +$119K +7,624 +16%
LNWWM
122
Laird Norton Wetherby Wealth Management
California
$848K +$208K +13,254 +32%
1GA
123
1st Global Advisors
Texas
$801K -$106K -6,745 -12%
GT
124
Glenmede Trust
Pennsylvania
$761K +$8.28K +529 +1%
SCA
125
Salient Capital Advisors
Texas
$748K -$2.98K -190 -0.4%
3 4
5
6 7