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UBS Group
UBS

Overview Fund Activity

251 hedge funds and large institutions have $17.3B invested in UBS Group in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 83 increasing their positions, 84 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+29
Holders Change %
+13.06%
% of All Funds
6.28%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.18%
New
60
Increased
83
Reduced
84
Closed
20
Calls
$168M
Puts
$205M
Net Calls
-$36.4M
Net Calls Change
-$39.4M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.71B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$650M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$174M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$559M
5
CGT
Capital Guardian Trust
California
$93.8M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$51M
2
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$519M
3
Norges Bank
Norges Bank
Norway
$2.01B
4
Morgan Stanley
Morgan Stanley
New York
$25.3M
5
UBS Group
UBS Group
Switzerland
$2.31B
Name Holding Trade Value Shares
Change 		Shares
Change %
Nomura Holdings
126
Nomura Holdings
Japan
$738K +$181K +11,592 +33%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$719K +$13.1K +836 +2%
BIC
128
Beach Investment Counsel
Pennsylvania
$703K -$2.3M -146,549 -77%
AT
129
Arden Trust
Delaware
$673K +$80.9K +5,167 +14%
HT
130
HighTower Trust
Texas
$672K – – –
EP
131
Elkfork Partners
Oregon
$641K +$641K +40,902 New
BCM
132
BTR Capital Management
California
$632K – – –
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$580K -$113K -7,216 -16%
TI
134
Trexquant Investment
Connecticut
$531K +$531K +33,900 New
GHCM
135
Glen Harbor Capital Management
California
$528K +$528K +33,684 New
CONA
136
Capital One National Association
New York
$492K +$2.98K +190 +0.6%
TH
137
Timber Hill
Connecticut
$475K -$341K -21,744 -42%
CA
138
Clearstead Advisors
Ohio
$470K +$470K +30,000 New
DADC
139
D.A. Davidson & Co
Montana
$447K -$38K -2,428 -8%
RJT
140
Raymond James Trust
Florida
$438K -$2.16K -138 -0.5%
Simplex Trading
141
Simplex Trading
Illinois
$431K +$205K +13,072 +90%
Group One Trading
142
Group One Trading
Illinois
$428K +$370K +23,605 +639%
ANI
143
American National Insurance
Texas
$425K – – –
MCIM
144
Meadow Creek Investment Management
Georgia
$415K +$415K +26,466 New
ONB
145
Old National Bancorp
Indiana
$411K -$17.4K -1,112 -4%
GCA
146
Gideon Capital Advisors
New York
$409K +$409K +26,040 New
US Bancorp
147
US Bancorp
Minnesota
$396K +$69.6K +4,441 +21%
Truist Financial
148
Truist Financial
North Carolina
$395K -$34.7K -2,214 -8%
DTL
149
Dynamic Technology Lab
Singapore
$394K +$394K +25,156 New
SCP
150
Syntal Capital Partners
Texas
$394K +$394K +25,162 New
4 5
6
7 8