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UBS Group
UBS

Overview Fund Activity

312 hedge funds and large institutions have $22.9B invested in UBS Group in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 95 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+13
Holders Change %
+4.35%
% of All Funds
7.14%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
47
Increased
119
Reduced
95
Closed
33
Calls
$288M
Puts
$793M
Net Calls
-$505M
Net Calls Change
-$241M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$1.67B
2
Capital World Investors
2
Capital World Investors
California
$331M
3
GQG Partners
3
GQG Partners
Florida
$159M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$668M
5
Franklin Resources
5
Franklin Resources
California
$1.24B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$663M
2
Norges Bank
2
Norges Bank
Norway
$1.56B
3
Deutsche Bank
3
Deutsche Bank
Germany
$417M
4
CS
4
Credit Suisse
Switzerland
$1.47B
5
AL
5
Appaloosa LP
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JG
126
Jefferies Group
New York
$951K +$951K +60,473 New
CI
127
Cigna Investments
Connecticut
$935K -$19.5K -1,393 -2%
GC
128
Guggenheim Capital
Illinois
$916K +$35K +2,228 +4%
D.E. Shaw & Co
129
D.E. Shaw & Co
New York
$899K +$239K +15,209 +36%
M&T Bank
130
M&T Bank
New York
$874K +$298K +18,984 +52%
LA
131
Legacy Advisors
Pennsylvania
$860K – – –
LPL Financial
132
LPL Financial
California
$847K +$113K +7,164 +15%
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$846K -$193K -12,239 -19%
Creative Planning
134
Creative Planning
Kansas
$819K -$123K -7,809 -13%
US Bancorp
135
US Bancorp
Minnesota
$795K +$117K +7,474 +17%
CIP
136
Capital Insight Partners
Arizona
$778K +$778K +49,485 New
SCM
137
SOL Capital Management
Maryland
$750K -$23.6K -1,500 -3%
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$748K +$186K +11,801 +33%
Barclays
139
Barclays
United Kingdom
$724K +$214K +13,613 +42%
Jane Street
140
Jane Street
New York
$722K -$610K -38,763 -46%
TCM
141
Teza Capital Management
Illinois
$717K +$717K +45,580 New
EP
142
Elkfork Partners
Oregon
$716K +$70.8K +4,488 +11%
SAM
143
Strategy Asset Managers
California
$695K -$12.9K -820 -2%
BIC
144
Beach Investment Counsel
Pennsylvania
$674K – – –
Group One Trading
145
Group One Trading
Illinois
$670K -$615K -39,051 -48%
SG Americas Securities
146
SG Americas Securities
New York
$608K -$3.01M -191,686 -83%
GHCM
147
Glen Harbor Capital Management
California
$590K +$58.3K +3,696 +11%
Cerity Partners
148
Cerity Partners
New York
$553K +$553K +35,144 New
EMG
149
Ellington Management Group
Connecticut
$541K +$541K +34,400 New
FIA
150
FNY Investment Advisers
New York
$522K +$522K +33,200 New
4 5
6
7 8