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UBS Group
UBS

Overview Fund Activity

260 hedge funds and large institutions have $22.7B invested in UBS Group in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 106 increasing their positions, 83 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+12
Holders Change %
+4.84%
% of All Funds
6.49%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
35
Increased
106
Reduced
83
Closed
22
Calls
$134M
Puts
$349M
Net Calls
-$215M
Net Calls Change
-$71.5M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.72B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.39B
3
CS
Credit Suisse
Switzerland
$1.69B
4
Franklin Resources
Franklin Resources
California
$981M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.46B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.47B
2
Bank of America
Bank of America
North Carolina
$116M
3
MME
Meag Munich Ergo
Germany
$0
4
Goldman Sachs
Goldman Sachs
New York
$266M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$688M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
126
Laird Norton Wetherby Wealth Management
California
$926K +$12.9K +761 +1%
GC
127
Guggenheim Capital
Illinois
$909K +$341K +20,116 +60%
V
128
Veritable
Delaware
$870K +$870K +51,306 New
JG
129
Jefferies Group
New York
$856K +$856K +50,388 New
EVM
130
Eaton Vance Management
Massachusetts
$842K +$598K +35,228 +245%
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$801K +$87.7K +5,162 +12%
GI
132
Gradient Investments
Minnesota
$800K +$524K +30,850 +190%
1GA
133
1st Global Advisors
Texas
$784K -$53.3K -3,140 -6%
BIC
134
Beach Investment Counsel
Pennsylvania
$728K -$34K -2,000 -4%
QT
135
Quantbot Technologies
New York
$698K +$294K +17,326 +73%
EP
136
Elkfork Partners
Oregon
$695K – – –
QIM
137
Quantitative Investment Management
Virginia
$677K +$677K +39,900 New
HT
138
HighTower Trust
Texas
$673K -$52.7K -3,100 -7%
AAM
139
Advisors Asset Management
Colorado
$669K +$148K +8,721 +28%
WIS
140
Wright Investors Service
Connecticut
$654K +$654K +38,525 New
VKH
141
Virtu KCG Holdings
New York
$616K +$89.2K +5,251 +17%
Nomura Holdings
142
Nomura Holdings
Japan
$603K – – –
M&T Bank
143
M&T Bank
New York
$603K +$323K +19,017 +115%
CONA
144
Capital One National Association
New York
$586K +$21.3K +1,252 +4%
GHCM
145
Glen Harbor Capital Management
California
$572K – – –
US Bancorp
146
US Bancorp
Minnesota
$570K +$173K +10,217 +44%
ARTA
147
A.R.T. Advisors
New York
$565K -$2.63M -155,300 -82%
BCM
148
BTR Capital Management
California
$549K -$13.6K -800 -2%
Group One Trading
149
Group One Trading
Illinois
$523K -$89.7K -5,276 -15%
ONB
150
Old National Bancorp
Indiana
$523K -$3.07K -181 -0.6%
4 5
6
7 8