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UBS Group
UBS

Overview Fund Activity

172 hedge funds and large institutions have $15.5B invested in UBS Group in 2015 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 58 increasing their positions, 49 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+27
Holders Change %
+18.62%
% of All Funds
4.59%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.21%
New
54
Increased
58
Reduced
49
Closed
27
Calls
$1.04B
Puts
$240M
Net Calls
+$803M
Net Calls Change
+$809M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.09B
2
O
OppenheimerFunds
New York
$578M
3
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$486M
4
State Street
State Street
Massachusetts
$304M
5
Norges Bank
Norges Bank
Norway
$2.36B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.03B
2
UBS Group
UBS Group
Switzerland
$1.72B
3
Goldman Sachs
Goldman Sachs
New York
$228M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$71.1M
5
TIM
Thornburg Investment Management
New Mexico
$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
151
First Horizon Advisors
Tennessee
$23K +$1.95K +105 +9%
CFG
152
CKW Financial Group
Hawaii
$21K +$21K +1,081 New
GWM
153
Gupta Wealth Management
California
$19K +$19K +1,029 New
WCM
154
Wealthcare Capital Management
Virginia
$15K +$15K +779 New
FMP
155
Financial Management Professionals
Texas
$15K +$15K +800 New
MFS
156
MSI Financial Services
Massachusetts
$13K -$13.2K -717 -50%
ASN
157
Advisory Services Network
Georgia
$12K – – –
AIG
158
American International Group
New York
$10.8K +$10.8K +575 New
P
159
Palladiem
Pennsylvania
$10K – – –
CTC
160
Central Trust Company
Missouri
$9K – – –
IPC
161
Independent Portfolio Consultants
Florida
$7K +$7K +372 New
Manulife (Manufacturers Life Insurance)
162
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.63K +$289 +15,790 +5%
CFA
163
Carroll Financial Associates
North Carolina
$5K – – –
MWAN
164
Mariner Wealth Advisors (NYC)
Kansas
$5K +$5K +254 New
TRCT
165
Tower Research Capital (TRC)
New York
$4K +$4K +200 New
S
166
SignatureFD
Georgia
$2K +$2K +100 New
BIM
167
BlackRock Investment Management
Delaware
$2K +$2K +118 New
ACS
168
Archford Capital Strategies
Illinois
$1.75K – – –
ST
169
Spot Trading
Illinois
$1K +$1K +37 New
VNA
170
Valley National Advisers
Pennsylvania
$1K +$1K +58 New
AT
171
Arden Trust
Delaware
$953 +$221 +11,757 +30%
ZAM
172
Zenit Asset Management
Sweden
– -$13.2M -770,000 Closed
QI
173
QS Investors
New York
– -$10.4M -609,637 Closed
DVM
174
Dreman Value Management
Florida
– -$4.07M -238,396 Closed
Jane Street
175
Jane Street
New York
– -$3.66M -214,568 Closed
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