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UBS Group
UBS

Overview Fund Activity

289 hedge funds and large institutions have $13.6B invested in UBS Group in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 114 reducing their positions, and 51 closing their positions.

Holders
289
Holders Change
-19
Holders Change %
-6.17%
% of All Funds
6.35%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
32
Increased
88
Reduced
114
Closed
51
Calls
$384M
Puts
$582M
Net Calls
-$199M
Net Calls Change
+$55.3M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.58B
2
Dodge & Cox
2
Dodge & Cox
California
$1.65B
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$166M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$240M
5
Goldman Sachs
5
Goldman Sachs
New York
$266M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$64.7M
2
Invesco
2
Invesco
Georgia
$199M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$213M
4
BIP
4
Brandes Investment Partners
California
$44M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$59.7M
Name Market Value Shares Shares
Change 		Shares
Change %
GI
101
Gradient Investments
Minnesota
$1.52M 133,917 +6,503 +5%
Geode Capital Management
102
Geode Capital Management
Massachusetts
$1.49M 132,054 +93,521 +243%
CPC
103
Congress Park Capital
New York
$1.48M 130,900 +130,900 New
JIC
104
Johnson Investment Counsel
Ohio
$1.44M 127,240 +127,240 New
SF
105
Synovus Financial
Georgia
$1.4M 124,074 +2,950 +2%
ANTB
106
AMG National Trust Bank
Colorado
$1.34M 118,009 -3,971 -3%
SCP
107
Stamos Capital Partners
California
$1.34M 118,000 +96,000 +436%
SEI Investments
108
SEI Investments
Pennsylvania
$1.33M 117,444 -1,291,895 -92%
GIM
109
Greenwich Investment Management
Connecticut
$1.3M 114,890 -10,435 -8%
AIM
110
ARGA Investment Management
Connecticut
$1.29M 113,537 – –
HCMT
111
Highland Capital Management (Tennessee)
Tennessee
$1.28M 113,526 -1,400 -1%
Two Sigma Advisers
112
Two Sigma Advisers
New York
$1.16M 102,895 +102,895 New
CF
113
CNA Financial
Illinois
$1.14M 100,375 – –
WAAG
114
Wealth Alliance Advisory Group
Kansas
$1.08M 97,488 -6 -0%
FI
115
Fosun International
China
$977K 87,485 – –
QI
116
QS Investors
New York
$938K 82,924 – –
CI
117
Cigna Investments
Connecticut
$859K 72,818 – –
Nomura Holdings
118
Nomura Holdings
Japan
$804K 72,152 +72,152 New
BS
119
Banco Santander
Spain
$781K 68,694 +42,922 +167%
LPL Financial
120
LPL Financial
California
$744K 65,739 +13,192 +25%
GC
121
Guggenheim Capital
Illinois
$742K 65,555 +1,873 +3%
AAM
122
Advisors Asset Management
Colorado
$729K 64,486 -6,544 -9%
FIA
123
FNY Investment Advisers
New York
$686K 60,710 +60,710 New
EP
124
Elkfork Partners
Oregon
$673K 58,922 – –
OA
125
Oxbow Advisors
Texas
$664K 58,685 -31,220 -35%
3 4
5
6 7