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UBS Group
UBS

Overview Fund Activity

289 hedge funds and large institutions have $13.6B invested in UBS Group in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 114 reducing their positions, and 51 closing their positions.

Holders
289
Holders Change
-19
Holders Change %
-6.17%
% of All Funds
6.35%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
32
Increased
88
Reduced
114
Closed
51
Calls
$384M
Puts
$582M
Net Calls
-$199M
Net Calls Change
+$55.3M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.58B
2
Dodge & Cox
2
Dodge & Cox
California
$1.65B
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$166M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$240M
5
Goldman Sachs
5
Goldman Sachs
New York
$266M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$64.7M
2
Invesco
2
Invesco
Georgia
$199M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$213M
4
BIP
4
Brandes Investment Partners
California
$44M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$59.7M
Name Market Value Shares Shares
Change 		Shares
Change %
MIAS
126
Mason Investment Advisory Services
Virginia
$602K 53,261 – –
JPMPWA
127
J.P. Morgan Private Wealth Advisors
California
$583K 51,581 -1,522 -3%
BIC
128
Beach Investment Counsel
Pennsylvania
$575K 50,850 – –
IRC
129
Investors Research Corp
Georgia
$574K 50,709 – –
GHCM
130
Glen Harbor Capital Management
California
$554K 48,524 – –
WAM
131
World Asset Management
Michigan
$523K 46,255 -9,540 -17%
CIP
132
Capital Insight Partners
Arizona
$523K 46,285 -8,497 -16%
Creative Planning
133
Creative Planning
Kansas
$517K 45,734 -20,465 -31%
LNWWM
134
Laird Norton Wetherby Wealth Management
California
$509K 45,003 -4,917 -10%
I2I
135
Insight 2811 Inc
Illinois
$482K 42,573 -6,055 -12%
SCM
136
Stevens Capital Management
Pennsylvania
$469K 41,478 -157,504 -79%
VAS
137
Vestmark Advisory Solutions
Massachusetts
$468K 41,356 -7,878 -16%
Millennium Management
138
Millennium Management
New York
$457K 40,452 +23,177 +134%
SCM
139
SOL Capital Management
Maryland
$437K 38,600 +2,000 +5%
MCIM
140
Meadow Creek Investment Management
Georgia
$436K 38,126 – –
ONB
141
Old National Bancorp
Indiana
$431K 38,107 +132 +0.3%
Wolverine Trading
142
Wolverine Trading
Illinois
$425K 37,522 -2,784 -7%
RJT
143
Raymond James Trust
Florida
$425K 37,606 +6,066 +19%
US Bancorp
144
US Bancorp
Minnesota
$423K 37,426 +3,693 +11%
C
145
Cerebellum
California
$414K 36,640 +10,903 +42%
M&T Bank
146
M&T Bank
New York
$388K 34,274 -208 -0.6%
ECM
147
ExodusPoint Capital Management
New York
$387K 34,254 +21,454 +168%
KWA
148
KCS Wealth Advisory
California
$371K 32,844 -932 -3%
ARTA
149
A.R.T. Advisors
New York
$363K 32,100 -16,400 -34%
LTFS
150
Ladenburg Thalmann Financial Services
Florida
$358K 31,675 -447 -1%
4 5
6
7 8