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UBS Group
UBS

Overview Fund Activity

319 hedge funds and large institutions have $24.6B invested in UBS Group in 2018 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 103 increasing their positions, 88 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+30
Holders Change %
+10.38%
% of All Funds
7.32%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
69
Increased
103
Reduced
88
Closed
38
Calls
$199M
Puts
$556M
Net Calls
-$357M
Net Calls Change
-$92.9M

Top Buyers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
$207M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$132M
3
AL
Appaloosa LP
New Jersey
$122M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$2.31B
5
Wells Fargo
Wells Fargo
California
$165M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$1.72B
2
Norges Bank
Norges Bank
Norway
$1.97B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.76B
4
CLOS
Compagnie Lombard Odier SCmA
Switzerland
$49.7M
5
MWA
Marshall Wace Asia
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
126
Amplify Investments
Illinois
$1.42M +$1.42M +80,612 New
Creative Planning
127
Creative Planning
Kansas
$1.38M -$350K -19,815 -20%
GC
128
Guggenheim Capital
Illinois
$1.36M +$545K +30,832 +67%
Janney Montgomery Scott
129
Janney Montgomery Scott
Pennsylvania
$1.35M +$422K +23,892 +46%
BS
130
Banco Santander
Spain
$1.27M +$1.27M +72,096 New
SAM
131
Strategy Asset Managers
California
$1.19M +$600K +33,960 +101%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$1.15M +$44K +2,494 +4%
CI
133
Cigna Investments
Connecticut
$1.14M +$8.55K +487 +0.8%
BlackRock
134
BlackRock
New York
$1.07M +$992K +56,165 +1,219%
LNWWM
135
Laird Norton Wetherby Wealth Management
California
$1.05M +$62.9K +3,559 +6%
LA
136
Legacy Advisors
Pennsylvania
$954K +$954K +54,660 New
SFI
137
Susquehanna Fundamental Investments
Pennsylvania
$948K +$948K +53,700 New
US Bancorp
138
US Bancorp
Minnesota
$923K +$261K +14,777 +39%
SCM
139
SOL Capital Management
Maryland
$921K -$8.83K -500 -0.9%
Wolverine Trading
140
Wolverine Trading
Illinois
$920K +$223K +12,609 +32%
AAM
141
Advisors Asset Management
Colorado
$844K +$112K +5,923 +15%
FA
142
FDx Advisors
Illinois
$822K +$480K +27,181 +140%
TI
143
Trexquant Investment
Connecticut
$780K +$780K +44,183 New
M&T Bank
144
M&T Bank
New York
$779K +$152K +8,607 +24%
LPL Financial
145
LPL Financial
California
$771K -$1.39M -78,961 -64%
SG Americas Securities
146
SG Americas Securities
New York
$769K -$2.45M -138,771 -76%
BIC
147
Beach Investment Counsel
Pennsylvania
$757K – – –
EP
148
Elkfork Partners
Oregon
$722K – – –
NP
149
Ninepoint Partners
Ontario, Canada
$713K – – –
HT
150
HighTower Trust
Texas
$686K -$10.4K -590 -1%
4 5
6
7 8