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UBS Group
UBS

Overview Fund Activity

250 hedge funds and large institutions have $13.5B invested in UBS Group in 2016 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 84 increasing their positions, 88 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+15
Holders Change %
+6.38%
% of All Funds
6.68%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.21%
New
45
Increased
84
Reduced
88
Closed
26
Calls
$141M
Puts
$96.5M
Net Calls
+$44.2M
Net Calls Change
+$66.2M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$428M
2
UBS Group
2
UBS Group
Switzerland
$1.94B
3
Macquarie Group
3
Macquarie Group
Australia
$116M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$119M
5
CS
5
Credit Suisse
Switzerland
$1.46B

Top Sellers

1
GTP
1
Global Thematic Partners
New York
$0
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$200M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$445M
4
Fidelity International
4
Fidelity International
Bermuda
$216M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$414M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
126
J.P. Morgan Private Wealth Advisors
California
$579K +$51.2K +3,951 +10%
Citadel Advisors
127
Citadel Advisors
Florida
$575K +$575K +44,370 New
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$569K -$92.1K -7,105 -14%
LOCC
129
Lombard Odier & Cie (Canada)
Quebec, Canada
$566K +$12.9K +1,000 +2%
KeyBank National Association
130
KeyBank National Association
Ohio
$560K -$120K -9,254 -18%
LP
131
LMR Partners
United Kingdom
$558K +$558K +43,370 New
HT
132
HighTower Trust
Texas
$555K +$50.8K +3,920 +10%
RhumbLine Advisers
133
RhumbLine Advisers
Massachusetts
$534K – – –
First Trust Advisors
134
First Trust Advisors
Illinois
$529K +$389K +30,035 +278%
WIS
135
Wright Investors Service
Connecticut
$508K -$118K -9,130 -19%
LNWWM
136
Laird Norton Wetherby Wealth Management
California
$499K -$63.2K -4,874 -11%
ONB
137
Old National Bancorp
Indiana
$497K +$13.2K +1,022 +3%
EVM
138
Eaton Vance Management
Massachusetts
$491K -$13.7K -1,058 -3%
BRWA
139
B. Riley Wealth Advisors
Florida
$489K +$489K +75,141 New
MA
140
MUFG Americas
New York
$473K -$141K -10,844 -23%
Geode Capital Management
141
Geode Capital Management
Massachusetts
$470K – – –
Nomura Holdings
142
Nomura Holdings
Japan
$466K – – –
ACM
143
Americafirst Capital Management
California
$454K +$454K +35,000 New
CIBC World Market
144
CIBC World Market
Ontario, Canada
$448K +$159K +12,303 +55%
Truist Financial
145
Truist Financial
North Carolina
$444K -$442K -34,169 -50%
DADC
146
D.A. Davidson & Co
Montana
$431K +$39.5K +3,050 +10%
CONA
147
Capital One National Association
New York
$404K +$14K +1,080 +4%
TSS
148
Two Sigma Securities
New York
$401K +$401K +30,960 New
PAG
149
Private Advisor Group
New Jersey
$380K +$78.7K +6,345 +26%
RJT
150
Raymond James Trust
Florida
$359K +$18.3K +1,417 +5%
4 5
6
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