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UBS Group
UBS

Overview Fund Activity

327 hedge funds and large institutions have $15.3B invested in UBS Group in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 119 increasing their positions, 102 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+12
Holders Change %
+3.81%
% of All Funds
7.09%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
50
Increased
119
Reduced
102
Closed
34
Calls
$255M
Puts
$536M
Net Calls
-$282M
Net Calls Change
-$16.6M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
$368M
2
Fidelity International
Fidelity International
Bermuda
$50.7M
3
Russell Investments Group
Russell Investments Group
United Kingdom
$66.9M
4
Fisher Asset Management
Fisher Asset Management
Washington
$623M
5
O
Ossiam
France
$23.1M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$75.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$640M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$165M
4
DZ Bank
DZ Bank
Germany
$8.42M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$399M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
126
Guggenheim Capital
Illinois
$1M +$135K +11,187 +16%
Canada Life
127
Canada Life
Manitoba, Canada
$980K -$1.2M -98,863 -55%
Barclays
128
Barclays
United Kingdom
$972K -$85.8K -7,085 -8%
QI
129
QS Investors
New York
$937K +$108K +8,913 +13%
SIS
130
Susquehanna International Securities
Ireland
$908K +$515K +42,500 +131%
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$861K +$89.1K +7,366 +12%
CI
132
Cigna Investments
Connecticut
$859K – – –
JPMPWA
133
J.P. Morgan Private Wealth Advisors
California
$809K +$2.83K +234 +0.4%
Creative Planning
134
Creative Planning
Kansas
$781K -$31.5K -2,603 -4%
AAM
135
Advisors Asset Management
Colorado
$770K +$247K +20,384 +47%
Toronto Dominion Bank
136
Toronto Dominion Bank
Ontario, Canada
$763K -$4.95M -407,946 -87%
TSS
137
Two Sigma Securities
New York
$738K +$489K +40,338 +196%
ECM
138
ETrade Capital Management
Virginia
$723K -$43.2K -3,569 -6%
ARTA
139
A.R.T. Advisors
New York
$708K +$708K +58,500 New
WAM
140
World Asset Management
Michigan
$706K – – –
LNWWM
141
Laird Norton Wetherby Wealth Management
California
$703K +$14.8K +1,218 +2%
MIAS
142
Mason Investment Advisory Services
Virginia
$645K +$645K +53,261 New
CSS
143
Cubist Systematic Strategies
Connecticut
$636K +$411K +33,969 +183%
CIP
144
Capital Insight Partners
Arizona
$631K +$25.4K +2,098 +4%
I2I
145
Insight 2811 Inc
Illinois
$621K -$28.2K -2,327 -4%
IRC
146
Investors Research Corp
Georgia
$619K -$10.9K -900 -2%
BIC
147
Beach Investment Counsel
Pennsylvania
$616K – – –
EP
148
Elkfork Partners
Oregon
$607K – – –
Twin Tree Management
149
Twin Tree Management
Texas
$570K +$410K +33,852 +257%
LPL Financial
150
LPL Financial
California
$566K -$25K -2,063 -4%
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