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UBS Group
UBS

Overview Fund Activity

299 hedge funds and large institutions have $16.5B invested in UBS Group in 2019 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 88 increasing their positions, 104 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+10
Holders Change %
+3.46%
% of All Funds
5.9%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
64
Increased
88
Reduced
104
Closed
46
Calls
$313M
Puts
$458M
Net Calls
-$144M
Net Calls Change
+$54.5M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$1.64B
2
PAMU
Pictet Asset Management (UK)
United Kingdom
$311M
3
Goldman Sachs
Goldman Sachs
New York
$471M
4
GQG Partners
GQG Partners
Florida
$118M
5
CS
Credit Suisse
Switzerland
$1.3B

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.73B
2
Franklin Resources
Franklin Resources
California
$183M
3
Invesco
Invesco
Georgia
$88.2M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$164M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
126
Guggenheim Capital
Illinois
$719K -$106K -8,389 -13%
LOIM
127
Liberty One Investment Management
Illinois
$705K +$705K +56,080 New
AAM
128
Advisors Asset Management
Colorado
$686K -$125K -9,957 -15%
MIAS
129
Mason Investment Advisory Services
Virginia
$668K -$2.25K -179 -0.3%
JWM
130
Jupiter Wealth Management
Colorado
$657K +$394K +30,000 +150%
US Bancorp
131
US Bancorp
Minnesota
$656K +$185K +14,727 +39%
Creative Planning
132
Creative Planning
Kansas
$652K +$76.2K +6,055 +13%
LNWWM
133
Laird Norton Wetherby Wealth Management
California
$638K +$71.3K +5,665 +13%
IRC
134
Investors Research Corp
Georgia
$624K -$14.2K -1,125 -2%
Wolverine Trading
135
Wolverine Trading
Illinois
$612K +$140K +11,108 +30%
EE
136
EWG Elevate
California
$582K +$582K +46,239 New
JPMPWA
137
J.P. Morgan Private Wealth Advisors
California
$573K -$76.3K -6,059 -12%
Canada Life
138
Canada Life
Manitoba, Canada
$545K -$40M -3,194,569 -99%
AL
139
AJO LP
Pennsylvania
$544K +$246K +19,488 +82%
DTL
140
Dynamic Technology Lab
Singapore
$539K +$539K +42,836 New
GCA
141
Gideon Capital Advisors
New York
$501K +$501K +39,820 New
Truist Financial
142
Truist Financial
North Carolina
$495K +$366K +29,067 +285%
Flossbach Von Storch
143
Flossbach Von Storch
Germany
$489K -$23.5M -1,861,285 -98%
ONB
144
Old National Bancorp
Indiana
$479K +$339 +27 +0.1%
Two Sigma Advisers
145
Two Sigma Advisers
New York
$476K -$819K -65,080 -63%
VAS
146
Vestmark Advisory Solutions
Massachusetts
$468K -$52.5K -4,169 -10%
C
147
Cerebellum
California
$461K – – –
CC
148
Cipher Capital
New York
$460K +$148K +11,713 +47%
SCM
149
SOL Capital Management
Maryland
$459K -$26.7K -2,120 -5%
WAM
150
World Asset Management
Michigan
$441K -$141K -11,236 -24%
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