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UBS Group
UBS

Overview Fund Activity

260 hedge funds and large institutions have $22.7B invested in UBS Group in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 106 increasing their positions, 83 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+12
Holders Change %
+4.84%
% of All Funds
6.49%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
35
Increased
106
Reduced
83
Closed
22
Calls
$134M
Puts
$349M
Net Calls
-$215M
Net Calls Change
-$71.5M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$2.72B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.39B
3
CS
3
Credit Suisse
Switzerland
$1.69B
4
Franklin Resources
4
Franklin Resources
California
$981M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.46B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.47B
2
Bank of America
2
Bank of America
North Carolina
$116M
3
MME
3
Meag Munich Ergo
Germany
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$266M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$688M
Name Holding Trade Value Shares
Change 		Shares
Change %
QI
101
QS Investors
New York
$2.53M +$2.16M +127,306 +589%
C
102
Chescapmanager
Maryland
$2.42M – – –
FM
103
Forward Management
California
$2.2M -$382K -22,488 -15%
Barclays
104
Barclays
United Kingdom
$2.07M +$2.01M +118,498 +3,346%
HCMT
105
Highland Capital Management (Tennessee)
Tennessee
$1.95M +$135K +7,960 +7%
CIG
106
Consolidated Investment Group
Colorado
$1.87M – – –
CII
107
Capital International Inc
California
$1.87M -$576K -33,983 -24%
NVIM
108
New Vernon Investment Management
Illinois
$1.87M +$1.87M +110,000 New
ECM
109
ETrade Capital Management
Virginia
$1.86M +$6.32K +372 +0.3%
Creative Planning
110
Creative Planning
Kansas
$1.81M +$647K +38,094 +56%
BlackRock
111
BlackRock
New York
$1.63M +$1.55M +91,058 +1,847%
LPL Financial
112
LPL Financial
California
$1.58M -$669K -39,436 -30%
FMT
113
First Mercantile Trust
Tennessee
$1.56M -$238K -14,030 -13%
SF
114
Synovus Financial
Georgia
$1.51M +$324K +19,128 +27%
CCMINC
115
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.41M +$286K +16,833 +25%
FA
116
FDx Advisors
Illinois
$1.41M +$39.8K +2,345 +3%
BRWA
117
B. Riley Wealth Advisors
Florida
$1.29M -$30.6K -1,801 -2%
CI
118
Cigna Investments
Connecticut
$1.2M +$1.2M +71,012 New
Jane Street
119
Jane Street
New York
$1.19M +$693K +40,796 +139%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$1.11M +$97.1K +5,727 +10%
Voloridge Investment Management
121
Voloridge Investment Management
Florida
$1.09M +$1.09M +64,362 New
SCM
122
SOL Capital Management
Maryland
$1.07M -$42.5K -2,500 -4%
BP
123
BBR Partners
New York
$1.06M +$3.07K +181 +0.3%
JPMPWA
124
J.P. Morgan Private Wealth Advisors
California
$1.03M -$1.96M -115,537 -65%
NFA
125
Nuveen Fund Advisors
Illinois
$973K -$50.1K -2,948 -5%
3 4
5
6 7