UBS icon

UBS Group
UBS

Overview Fund Activity

172 hedge funds and large institutions have $15.5B invested in UBS Group in 2015 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 58 increasing their positions, 49 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+27
Holders Change %
+18.62%
% of All Funds
4.59%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.21%
New
54
Increased
58
Reduced
49
Closed
27
Calls
$1.04B
Puts
$240M
Net Calls
+$803M
Net Calls Change
+$809M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.09B
2
O
OppenheimerFunds
New York
$578M
3
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$486M
4
State Street
State Street
Massachusetts
$304M
5
Norges Bank
Norges Bank
Norway
$2.36B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.03B
2
UBS Group
UBS Group
Switzerland
$1.72B
3
Goldman Sachs
Goldman Sachs
New York
$228M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$71.1M
5
TIM
Thornburg Investment Management
New Mexico
$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIMC
126
NWQ Investment Management Company
California
$250K +$250K +13,345 New
RCM
127
Rotella Capital Management
Washington
$249K +$249K +13,274 New
RFC
128
Regions Financial Corp
Alabama
$231K -$15.5K -827 -6%
SCM
129
Shelton Capital Management
Colorado
$221K – – –
SB
130
Suntrust Banks
Georgia
$221K +$221K +11,860 New
CIP
131
Convergence Investment Partners
Florida
$215K +$215K +11,460 New
CONA
132
Capital One National Association
New York
$212K -$228K -12,147 -52%
LC
133
Loews Corp
New York
$199K – – –
BRWA
134
B. Riley Wealth Advisors
Florida
$197K -$220K -11,699 -53%
AI
135
Atria Investments
North Carolina
$191K +$191K +10,152 New
OA
136
OFI Advisors
Pennsylvania
$132K +$132K +7,006 New
JWA
137
JFS Wealth Advisors
Pennsylvania
$120K – – –
US Bancorp
138
US Bancorp
Minnesota
$118K +$32K +1,700 +37%
HNB
139
Huntington National Bank
Ohio
$80K -$53.4K -2,840 -40%
FNYS
140
First New York Securities
New York
$71.3K – – –
HR
141
Howe & Rusling
New York
$69K +$14.5K +779 +27%
CGT
142
Capital Guardian Trust
California
$60K -$13.9K -737 -19%
WT
143
Whittier Trust
California
$59K +$57.8K +3,054 +4,772%
KT
144
Kanaly Trust
Texas
$58K +$58K +3,073 New
GXMC
145
Global X Management Company
New York
$48K +$48K +2,561 New
TDC
146
Thompson Davis & Co
Virginia
$39K +$5.56K +295 +17%
BNP Paribas Financial Markets
147
BNP Paribas Financial Markets
France
$33.1K -$288K -15,328 -90%
ZB
148
Zions Bancorporation
Utah
$28K +$28K +1,500 New
SEC
149
Seven Eight Capital
New York
$26K +$26K +1,400 New
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
$24K +$24K +1,295 New
4 5
6
7 8