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UBS Group
UBS

Overview Fund Activity

315 hedge funds and large institutions have $17B invested in UBS Group in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 109 increasing their positions, 108 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
7.03%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
56
Increased
109
Reduced
108
Closed
50
Calls
$155M
Puts
$420M
Net Calls
-$265M
Net Calls Change
+$240M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.54B
2
Dodge & Cox
2
Dodge & Cox
California
$1.61B
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$75.2M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$530M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$181M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$859M
2
Capital World Investors
2
Capital World Investors
California
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$302M
4
GQG Partners
4
GQG Partners
Florida
$0
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$437M
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
101
Vilas Fund
Illinois
$2.09M +$2.09M +168,400 New
GCM
102
Gator Capital Management
Florida
$1.94M -$159K -12,871 -8%
SG Americas Securities
103
SG Americas Securities
New York
$1.86M +$1.38M +111,292 +288%
GI
104
Gradient Investments
Minnesota
$1.73M -$156K -12,612 -8%
GIM
105
Greenwich Investment Management
Connecticut
$1.53M +$86.9K +7,015 +6%
SF
106
Synovus Financial
Georgia
$1.52M -$39.1K -3,153 -3%
TCM
107
Teza Capital Management
Illinois
$1.5M +$933K +75,365 +165%
RJFSA
108
Raymond James Financial Services Advisors
Florida
$1.49M -$335K -26,956 -18%
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$1.47M +$1.28M +103,513 +686%
HCMT
110
Highland Capital Management (Tennessee)
Tennessee
$1.44M – – –
AQR Capital Management
111
AQR Capital Management
Connecticut
$1.38M +$595K +47,910 +76%
OMC
112
Old Mission Capital
Illinois
$1.34M +$1.34M +108,136 New
CF
113
CNA Financial
Illinois
$1.25M – – –
WAAG
114
Wealth Alliance Advisory Group
Kansas
$1.24M -$16.7K -1,351 -1%
VF
115
Virtu Financial
New York
$1.2M +$1.06M +85,352 +723%
SEI Investments
116
SEI Investments
Pennsylvania
$1.14M +$218K +16,941 +24%
CCMINC
117
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.12M -$95.2K -7,693 -8%
BC
118
Brinker Capital
Pennsylvania
$1.09M -$797K -64,385 -42%
Barclays
119
Barclays
United Kingdom
$1.08M +$511K +41,307 +90%
Wolverine Trading
120
Wolverine Trading
Illinois
$980K +$847K +68,301 +637%
GC
121
Guggenheim Capital
Illinois
$887K +$166K +13,386 +23%
Voloridge Investment Management
122
Voloridge Investment Management
Florida
$883K +$883K +71,295 New
CI
123
Cigna Investments
Connecticut
$879K +$51.4K +4,148 +6%
QI
124
QS Investors
New York
$847K +$458 +37 +0.1%
Creative Planning
125
Creative Planning
Kansas
$831K +$186K +15,020 +29%
3 4
5
6 7