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UBS Group
UBS

Overview Fund Activity

312 hedge funds and large institutions have $22.9B invested in UBS Group in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 95 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+13
Holders Change %
+4.35%
% of All Funds
7.14%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
47
Increased
119
Reduced
95
Closed
33
Calls
$288M
Puts
$793M
Net Calls
-$505M
Net Calls Change
-$241M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$1.67B
2
Capital World Investors
2
Capital World Investors
California
$331M
3
GQG Partners
3
GQG Partners
Florida
$159M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$668M
5
Franklin Resources
5
Franklin Resources
California
$1.24B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$663M
2
Norges Bank
2
Norges Bank
Norway
$1.56B
3
Deutsche Bank
3
Deutsche Bank
Germany
$417M
4
CS
4
Credit Suisse
Switzerland
$1.47B
5
AL
5
Appaloosa LP
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
101
BlackRock
New York
$2.46M +$2.46M +156,531 +504,939%
BC
102
Brinker Capital
Pennsylvania
$2.4M -$848K -53,909 -26%
GI
103
Gradient Investments
Minnesota
$2.4M +$327K +20,757 +16%
RJFSA
104
Raymond James Financial Services Advisors
Florida
$2.32M +$128K +8,126 +6%
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$2.04M -$1.31M -83,549 -39%
SF
106
Synovus Financial
Georgia
$1.98M +$135K +8,590 +7%
LAM
107
Lingohr Asset Management
Germany
$1.94M +$1.94M +121,920 New
GIM
108
Greenwich Investment Management
Connecticut
$1.84M -$29.9K -1,900 -2%
HCMT
109
Highland Capital Management (Tennessee)
Tennessee
$1.83M +$3.93K +250 +0.2%
NVIM
110
New Vernon Investment Management
Illinois
$1.73M – – –
WAAG
111
Wealth Alliance Advisory Group
Kansas
$1.6M -$1.89K -120 -0.1%
CIS
112
Capital International Sarl
California
$1.6M – – –
CF
113
CNA Financial
Illinois
$1.59M – – –
CCMINC
114
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.54M +$12.7K +807 +0.8%
WAM
115
World Asset Management
Michigan
$1.54M -$272K -17,293 -15%
JPMPWA
116
J.P. Morgan Private Wealth Advisors
California
$1.46M -$149K -9,449 -9%
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$1.24M +$154K +9,794 +14%
ECM
118
ETrade Capital Management
Virginia
$1.15M -$21.7K -1,383 -2%
SEI Investments
119
SEI Investments
Pennsylvania
$1.12M -$3.26M -209,146 -74%
TI
120
Trexquant Investment
Connecticut
$1.11M +$1.11M +70,736 New
QI
121
QS Investors
New York
$1.08M – – –
OTPPB
122
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.07M +$1.07M +67,762 New
New York State Common Retirement Fund
123
New York State Common Retirement Fund
New York
$1.03M +$1.03M +65,204 New
AQR Capital Management
124
AQR Capital Management
Connecticut
$998K +$126K +7,910 +14%
LNWWM
125
Laird Norton Wetherby Wealth Management
California
$974K +$81.3K +5,168 +9%
3 4
5
6 7