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UBS Group
UBS

Overview Fund Activity

289 hedge funds and large institutions have $26.1B invested in UBS Group in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 84 increasing their positions, 93 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+31
Holders Change %
+12.02%
% of All Funds
6.56%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
63
Increased
84
Reduced
93
Closed
31
Calls
$170M
Puts
$434M
Net Calls
-$264M
Net Calls Change
+$5.96M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.32B
2
AAMU
Amundi Asset Management US
Massachusetts
$352M
3
Capital Research Global Investors
Capital Research Global Investors
California
$1.67B
4
Neuberger Berman Group
Neuberger Berman Group
New York
$85.3M
5
CLOS
Compagnie Lombard Odier SCmA
Switzerland
$115M

Top Sellers

1
Credit Agricole
Credit Agricole
France
$10.9M
2
Norges Bank
Norges Bank
Norway
$2.34B
3
ED
Exane Derivatives
France
$33.1M
4
CS
Credit Suisse
Switzerland
$1.69B
5
TIM
Thornburg Investment Management
New Mexico
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CII
126
Capital International Inc
California
$1.2M -$635K -34,502 -35%
CI
127
Cigna Investments
Connecticut
$1.19M -$82.8K -4,496 -6%
BRWA
128
B. Riley Wealth Advisors
Florida
$1.16M -$63.9K -3,468 -5%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$1.15M +$95.7K +5,204 +9%
LNWWM
130
Laird Norton Wetherby Wealth Management
California
$1.02M -$920 -50 -0.1%
D.E. Shaw & Co
131
D.E. Shaw & Co
New York
$983K +$983K +53,478 New
LMGAM
132
Liberty Mutual Group Asset Management
Massachusetts
$975K -$836K -45,400 -46%
SCM
133
SOL Capital Management
Maryland
$969K -$193K -10,500 -17%
Janney Montgomery Scott
134
Janney Montgomery Scott
Pennsylvania
$963K +$83.7K +4,550 +10%
GC
135
Guggenheim Capital
Illinois
$852K -$118K -6,413 -12%
Cerity Partners
136
Cerity Partners
New York
$833K +$833K +45,293 New
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
$807K +$807K +43,906 New
BIC
138
Beach Investment Counsel
Pennsylvania
$788K – – –
EP
139
Elkfork Partners
Oregon
$752K – – –
NP
140
Ninepoint Partners
Ontario, Canada
$743K +$743K +40,400 New
Wolverine Trading
141
Wolverine Trading
Illinois
$726K +$388K +21,089 +115%
HT
142
HighTower Trust
Texas
$725K +$241K +13,090 +50%
AAM
143
Advisors Asset Management
Colorado
$709K -$6.54K -356 -0.9%
US Bancorp
144
US Bancorp
Minnesota
$690K +$71.2K +3,869 +12%
M&T Bank
145
M&T Bank
New York
$653K -$32.1K -1,746 -5%
BP
146
BBR Partners
New York
$639K -$138K -7,500 -18%
TA
147
Teachers Advisors
New York
$632K +$505K +27,432 +399%
GHCM
148
Glen Harbor Capital Management
California
$619K – – –
SAM
149
Strategy Asset Managers
California
$616K +$616K +33,491 New
GQG Partners
150
GQG Partners
Florida
$585K +$150K +8,165 +35%
4 5
6
7 8