UBS icon

UBS Group
UBS

Overview Fund Activity

248 hedge funds and large institutions have $17.9B invested in UBS Group in 2017 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 97 increasing their positions, 82 reducing their positions, and 31 closing their positions.

Holders
248
Holders Change
-3
Holders Change %
-1.2%
% of All Funds
6.18%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
30
Increased
97
Reduced
82
Closed
31
Calls
$143M
Puts
$287M
Net Calls
-$144M
Net Calls Change
-$108M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$635M
2
Credit Agricole
2
Credit Agricole
France
$238M
3
Deutsche Bank
3
Deutsche Bank
Germany
$384M
4
DekaBank Deutsche Girozentrale
4
DekaBank Deutsche Girozentrale
Germany
$67.1M
5
Bank of America
5
Bank of America
North Carolina
$164M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.63B
2
Invesco
2
Invesco
Georgia
$583M
3
Axa
3
Axa
France
$51.8M
4
CS
4
Credit Suisse
Switzerland
$1.38B
5
Fidelity International
5
Fidelity International
Bermuda
$6.53M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
101
LPL Financial
California
$2.09M 132,456 -7,484 -5%
SCM
102
Stevens Capital Management
Pennsylvania
$2.09M 131,214 +46,175 +54%
CLM
103
ClearBridge LLC (Maryland)
Maryland
$1.83M 114,867 -48,784 -30%
CIG
104
Consolidated Investment Group
Colorado
$1.77M 110,569 – –
ECM
105
ETrade Capital Management
Virginia
$1.74M 109,315 +2,835 +3%
HCMT
106
Highland Capital Management (Tennessee)
Tennessee
$1.71M 106,921 +10,970 +11%
FMT
107
First Mercantile Trust
Tennessee
$1.69M 105,730 -6,810 -6%
BC
108
Brinker Capital
Pennsylvania
$1.39M 86,992 +86,992 New
SC
109
Seawolf Capital
New York
$1.36M 85,100 +4,800 +6%
FA
110
FDx Advisors
Illinois
$1.28M 80,506 -5,165 -6%
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.27M 79,544 -2,002,072 -96%
BRWA
112
B. Riley Wealth Advisors
Florida
$1.24M 77,796 -2,796 -3%
SF
113
Synovus Financial
Georgia
$1.12M 69,865 -4,415 -6%
Creative Planning
114
Creative Planning
Kansas
$1.09M 68,369 -5,324 -7%
CCMINC
115
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.06M 66,124 -117 -0.2%
SCM
116
SOL Capital Management
Maryland
$1.05M 65,675 – –
Citadel Advisors
117
Citadel Advisors
Florida
$999K 62,640 -8,068 -11%
Grantham, Mayo, Van Otterloo & Co (GMO)
118
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$994K 62,062 -953 -2%
BP
119
BBR Partners
New York
$993K 62,245 -6,555 -10%
NFA
120
Nuveen Fund Advisors
Illinois
$961K 60,258 +4,286 +8%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$953K 59,719 +13,838 +30%
TI
122
Trexquant Investment
Connecticut
$939K 58,884 +24,984 +74%
EMG
123
Ellington Management Group
Connecticut
$919K 57,600 -7,500 -12%
LNWWM
124
Laird Norton Wetherby Wealth Management
California
$858K 53,769 -348 -0.6%
1GA
125
1st Global Advisors
Texas
$786K 49,286 -1,804 -4%
3 4
5
6 7