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UBS Group
UBS

Overview Fund Activity

550 hedge funds and large institutions have $41.3B invested in UBS Group in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 216 increasing their positions, 178 reducing their positions, and 56 closing their positions.

Holders
550
Holders Change
+15
Holders Change %
+2.8%
% of All Funds
8%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.25%
New
76
Increased
216
Reduced
178
Closed
56
Calls
$1.22B
Puts
$780M
Net Calls
+$442M
Net Calls Change
-$192M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$2.63B
2
Legal & General Group
2
Legal & General Group
United Kingdom
$823M
3
UBS Group
3
UBS Group
Switzerland
$4.63B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.69B
5
Zurich Cantonal Bank
5
Zurich Cantonal Bank
Switzerland
$1.59B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.45B
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$63.8M
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$524M
5
Deutsche Bank
5
Deutsche Bank
Germany
$624M
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC World Market
101
CIBC World Market
Ontario, Canada
$10.6M 359,963 +6,441 +2%
BDCM
102
Black Diamond Capital Management
Connecticut
$10.3M 350,000 – –
BBA
103
Baader Bank Aktiengesellschaft
Germany
$10.3M 350,000 – –
M&T Bank
104
M&T Bank
New York
$10M 340,597 +158,091 +87%
RC
105
RBF Capital
California
$9.6M 325,000 -15,000 -4%
CIM
106
Contravisory Investment Management
Massachusetts
$9.47M 320,464 -9,227 -3%
MSRPS
107
Maryland State Retirement & Pension System
Maryland
$9.13M 310,258 -35,348 -10%
JFG
108
Jefferies Financial Group
New York
$9.07M 307,917 +286,181 +1,317%
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$8.97M 303,636 +224,284 +283%
PP
110
Prudential plc
United Kingdom
$8.88M 301,794 +351 +0.1%
RA
111
Rovida Advisors
Florida
$8.83M 300,000 – –
MIM
112
MetLife Investment Management
New Jersey
$8.74M 297,823 +115,998 +64%
GCM
113
Graham Capital Management
Connecticut
$8.71M 294,709 +124,500 +73%
Toronto Dominion Bank
114
Toronto Dominion Bank
Ontario, Canada
$8.04M 272,309 +201,809 +286%
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$8.02M 271,479 -12,320 -4%
RFWA
116
RPg Family Wealth Advisory
Massachusetts
$7.8M 264,084 -182 -0.1%
VPI
117
Value Partners Investments
Manitoba, Canada
$7.7M 260,881 – –
Pathstone Holdings
118
Pathstone Holdings
New Jersey
$7.51M 254,626 +49,988 +24%
Grantham, Mayo, Van Otterloo & Co (GMO)
119
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.49M 254,402 -617,659 -71%
Citadel Advisors
120
Citadel Advisors
Florida
$7.34M 248,599 +110,231 +80%
Ensign Peak Advisors
121
Ensign Peak Advisors
Utah
$6.97M 221,894 – –
EAM
122
Exane Asset Management
France
$6.61M 224,773 +123,308 +122%
QOP
123
Quinn Opportunity Partners
Virginia
$6.4M 216,629 -234,958 -52%
Creative Planning
124
Creative Planning
Kansas
$6.19M 209,672 +19,134 +10%
LFM
125
LGT Fund Management
Liechtenstein
$5.96M 201,730 +162,342 +412%
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5
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