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UBS Group
UBS

Overview Fund Activity

315 hedge funds and large institutions have $17B invested in UBS Group in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 109 increasing their positions, 108 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
7.03%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
56
Increased
109
Reduced
108
Closed
50
Calls
$155M
Puts
$420M
Net Calls
-$265M
Net Calls Change
+$240M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.54B
2
Dodge & Cox
2
Dodge & Cox
California
$1.61B
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$75.2M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$530M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$181M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$859M
2
Capital World Investors
2
Capital World Investors
California
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$302M
4
GQG Partners
4
GQG Partners
Florida
$0
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$437M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
126
J.P. Morgan Private Wealth Advisors
California
$824K -$322K -26,052 -28%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$788K -$183K -14,812 -19%
ECM
128
ETrade Capital Management
Virginia
$783K -$125K -10,068 -14%
WAM
129
World Asset Management
Michigan
$722K -$491K -39,673 -40%
LNWWM
130
Laird Norton Wetherby Wealth Management
California
$703K -$63.3K -5,117 -8%
I2I
131
Insight 2811 Inc
Illinois
$663K +$268K +21,626 +68%
BIC
132
Beach Investment Counsel
Pennsylvania
$659K +$104K +8,000 +19%
IRC
133
Investors Research Corp
Georgia
$644K +$644K +52,009 New
Parallax Volatility Advisers
134
Parallax Volatility Advisers
California
$632K +$301K +24,321 +91%
CIP
135
Capital Insight Partners
Arizona
$619K +$6.57K +531 +1%
EP
136
Elkfork Partners
Oregon
$611K +$51.9K +4,216 +9%
LPL Financial
137
LPL Financial
California
$605K -$62.1K -5,011 -9%
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$573K -$92.3K -7,462 -14%
US Bancorp
139
US Bancorp
Minnesota
$563K -$62.3K -5,043 -10%
AAM
140
Advisors Asset Management
Colorado
$535K +$220K +17,776 +70%
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$525K -$63.1K -5,101 -11%
SCM
142
SOL Capital Management
Maryland
$520K -$70.4K -5,685 -12%
GHCM
143
Glen Harbor Capital Management
California
$503K +$42.8K +3,472 +9%
Schroder Investment Management Group
144
Schroder Investment Management Group
United Kingdom
$493K -$26.2K -2,140,120 -5%
M&T Bank
145
M&T Bank
New York
$481K -$206K -16,696 -30%
AIM
146
ARGA Investment Management
Connecticut
$440K +$440K +35,276 New
Cerity Partners
147
Cerity Partners
New York
$432K -$3.36K -271 -0.8%
BlackRock
148
BlackRock
New York
$412K -$1.53M -123,321 -79%
SIS
149
Susquehanna International Securities
Ireland
$402K +$402K +32,500 New
MCIM
150
Meadow Creek Investment Management
Georgia
$396K +$33.7K +2,728 +9%
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