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UBS Group
UBS

Overview Fund Activity

289 hedge funds and large institutions have $26.1B invested in UBS Group in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 84 increasing their positions, 93 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+31
Holders Change %
+12.02%
% of All Funds
6.56%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
63
Increased
84
Reduced
93
Closed
31
Calls
$170M
Puts
$434M
Net Calls
-$264M
Net Calls Change
+$5.96M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.32B
2
AAMU
2
Amundi Asset Management US
Massachusetts
$352M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.67B
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$85.3M
5
CLOS
5
Compagnie Lombard Odier SCmA
Switzerland
$115M

Top Sellers

1
Credit Agricole
1
Credit Agricole
France
$10.9M
2
Norges Bank
2
Norges Bank
Norway
$2.34B
3
ED
3
Exane Derivatives
France
$33.1M
4
CS
4
Credit Suisse
Switzerland
$1.69B
5
TIM
5
Thornburg Investment Management
New Mexico
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AQR Capital Management
101
AQR Capital Management
Connecticut
$2.63M -$2.83M -153,747 -52%
C
102
Chescapmanager
Maryland
$2.62M – – –
SCM
103
Stevens Capital Management
Pennsylvania
$2.49M +$2.49M +135,449 New
JG
104
Jefferies Group
New York
$2.44M +$2.44M +132,806 New
FMT
105
First Mercantile Trust
Tennessee
$2.36M -$344K -18,700 -13%
QI
106
QS Investors
New York
$2.27M -$90.1K -4,898 -4%
LPL Financial
107
LPL Financial
California
$2.26M -$75.9K -4,126 -3%
HCMT
108
Highland Capital Management (Tennessee)
Tennessee
$2.21M -$47.1K -2,560 -2%
Arrowstreet Capital
109
Arrowstreet Capital
Massachusetts
$2.1M +$2.1M +113,949 New
NVIM
110
New Vernon Investment Management
Illinois
$2.02M – – –
OSAM
111
O'Shaughnessy Asset Management
Connecticut
$1.97M -$111K -6,049 -5%
ECM
112
ETrade Capital Management
Virginia
$1.95M +$98K +5,328 +5%
WAAG
113
Wealth Alliance Advisory Group
Kansas
$1.85M +$1.85M +100,842 New
CIS
114
Capital International Sarl
California
$1.85M -$4.72M -256,311 -72%
STA
115
Summit Trail Advisors
New York
$1.83M +$1.83M +89,989 New
Creative Planning
116
Creative Planning
Kansas
$1.8M -$176K -9,555 -9%
CCMINC
117
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.76M +$16.1K +876 +0.9%
SF
118
Synovus Financial
Georgia
$1.75M +$25.5K +1,384 +1%
FM
119
Forward Management
California
$1.73M -$54.4K -2,960 -3%
OMC
120
Old Mission Capital
Illinois
$1.71M +$1.71M +92,688 New
GI
121
Gradient Investments
Minnesota
$1.69M +$375K +20,380 +28%
Barclays
122
Barclays
United Kingdom
$1.47M -$1.5M -81,659 -51%
EGM
123
Engineers Gate Manager
New York
$1.44M -$1.65M -89,575 -53%
JPMPWA
124
J.P. Morgan Private Wealth Advisors
California
$1.39M +$282K +15,326 +26%
Millennium Management
125
Millennium Management
New York
$1.37M -$28.8M -1,565,676 -95%
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5
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