UBS icon

UBS Group
UBS

Overview Fund Activity

299 hedge funds and large institutions have $20.9B invested in UBS Group in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 111 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
-20
Holders Change %
-6.27%
% of All Funds
6.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
31
Increased
96
Reduced
111
Closed
47
Calls
$227M
Puts
$491M
Net Calls
-$264M
Net Calls Change
+$92.6M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$526M
2
CS
Credit Suisse
Switzerland
$1.54B
3
Goldman Sachs
Goldman Sachs
New York
$299M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.49B
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.45B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.51B
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.09B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$502M
4
AAMU
Amundi Asset Management US
Massachusetts
$208M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
126
Creative Planning
Kansas
$919K -$279K -18,181 -23%
LNWWM
127
Laird Norton Wetherby Wealth Management
California
$870K -$37.8K -2,462 -4%
GC
128
Guggenheim Capital
Illinois
$859K -$324K -21,116 -27%
AQR Capital Management
129
AQR Capital Management
Connecticut
$848K -$1.22M -78,751 -59%
LA
130
Legacy Advisors
Pennsylvania
$838K – – –
Millennium Management
131
Millennium Management
New York
$822K -$922K -60,095 -53%
SCM
132
SOL Capital Management
Maryland
$755K -$45.7K -2,975 -6%
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$720K +$249K +16,204 +53%
LPL Financial
134
LPL Financial
California
$716K +$46.5K +3,032 +7%
SAM
135
Strategy Asset Managers
California
$690K -$344K -22,450 -33%
US Bancorp
136
US Bancorp
Minnesota
$661K -$141K -9,167 -18%
BIC
137
Beach Investment Counsel
Pennsylvania
$657K – – –
Parallax Volatility Advisers
138
Parallax Volatility Advisers
California
$648K +$646K +42,100 +28,067%
D.E. Shaw & Co
139
D.E. Shaw & Co
New York
$643K +$643K +41,947 New
EP
140
Elkfork Partners
Oregon
$628K – – –
M&T Bank
141
M&T Bank
New York
$562K -$115K -7,465 -17%
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$548K -$1.23K -80 -0.2%
GHCM
143
Glen Harbor Capital Management
California
$517K – – –
Barclays
144
Barclays
United Kingdom
$497K -$2.45M -159,852 -83%
BRWA
145
B. Riley Wealth Advisors
Florida
$494K +$17.6K +1,142 +4%
CIG
146
Consolidated Investment Group
Colorado
$475K – – –
B
147
Bellecapital
Switzerland
$447K – – –
CWM
148
Cornerstone Wealth Management
Missouri
$444K +$444K +6,740 New
VF
149
Virtu Financial
New York
$422K +$422K +27,480 New
ANI
150
American National Insurance
Texas
$416K – – –
4 5
6
7 8