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UBS Group
UBS

Overview Fund Activity

303 hedge funds and large institutions have $14.4B invested in UBS Group in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 102 increasing their positions, 119 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+3
Holders Change %
+1%
% of All Funds
6.23%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
42
Increased
102
Reduced
119
Closed
38
Calls
$341M
Puts
$571M
Net Calls
-$230M
Net Calls Change
-$50.8M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$337M
2
DZ Bank
DZ Bank
Germany
$228M
3
Norges Bank
Norges Bank
Norway
$1.84B
4
Marshall Wace
Marshall Wace
United Kingdom
$104M
5
Goldman Sachs
Goldman Sachs
New York
$315M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$1.45B
2
Dodge & Cox
Dodge & Cox
California
$1.48B
3
Deutsche Bank
Deutsche Bank
Germany
$237M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$542M
5
Fidelity International
Fidelity International
Bermuda
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
126
Synovus Financial
Georgia
$1.54M +$131K +11,371 +9%
TI
127
Trexquant Investment
Connecticut
$1.46M +$1.46M +126,341 New
HCMT
128
Highland Capital Management (Tennessee)
Tennessee
$1.33M -$23.1K -2,000 -2%
American Century Companies
129
American Century Companies
Missouri
$1.3M +$302K +26,160 +30%
KF
130
Krilogy Financial
Missouri
$1.27M +$1.27M +109,661 New
JIC
131
Johnson Investment Counsel
Ohio
$1.19M -$1.58M -136,855 -57%
GIM
132
Greenwich Investment Management
Connecticut
$1.15M -$865 -75 -0.1%
LNWWM
133
Laird Norton Wetherby Wealth Management
California
$1.14M +$239K +20,693 +27%
WAAG
134
Wealth Alliance Advisory Group
Kansas
$1.13M – – –
LCM
135
Logan Capital Management
Pennsylvania
$1.07M +$44K +3,812 +4%
QI
136
QS Investors
New York
$857K -$43.2K -3,740 -5%
FI
137
Fosun International
China
$814K -$392K -38,120 -32%
CI
138
Cigna Investments
Connecticut
$804K -$37.4K -3,252 -4%
Osaic Holdings
139
Osaic Holdings
Arizona
$803K -$4.05K -352 -0.5%
RC
140
RBF Capital
California
$781K -$1.3M -112,302 -62%
MC
141
Maverick Capital
Texas
$775K +$775K +67,329 New
JPMPWA
142
J.P. Morgan Private Wealth Advisors
California
$774K +$226K +19,551 +41%
LOIM
143
Liberty One Investment Management
Illinois
$726K +$67.3K +5,830 +10%
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$708K +$347K +30,090 +96%
CWM
145
Calamos Wealth Management
Illinois
$708K +$708K +61,390 New
QI
146
Qtron Investments
Massachusetts
$631K +$631K +54,871 New
GI
147
Gradient Investments
Minnesota
$625K -$710K -61,527 -53%
IRC
148
Investors Research Corp
Georgia
$579K – – –
GT
149
Greenleaf Trust
Michigan
$540K +$264K +22,866 +96%
SCM
150
SOL Capital Management
Maryland
$539K +$8.08K +700 +2%
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