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UBS Group
UBS

Overview Fund Activity

234 hedge funds and large institutions have $19.4B invested in UBS Group in 2015 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 91 increasing their positions, 65 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+31
Holders Change %
+15.27%
% of All Funds
6.54%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.36%
New
63
Increased
91
Reduced
65
Closed
30
Calls
$339M
Puts
$231M
Net Calls
+$108M
Net Calls Change
-$35.1M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$2.2B
2
Dodge & Cox
2
Dodge & Cox
California
$566M
3
Zurich Cantonal Bank
3
Zurich Cantonal Bank
Switzerland
$647M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.05B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.29B

Top Sellers

1
Aviva
1
Aviva
United Kingdom
$62.8M
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$36.7M
3
Fidelity International
3
Fidelity International
Bermuda
$536M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$146M
5
UBS Group
5
UBS Group
Switzerland
$1.92B
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRE
151
Edmond de Rothschild (Europe)
Luxembourg
$491K -$915K -49,459 -65%
CSS
152
Cubist Systematic Strategies
Connecticut
$475K +$245K +13,229 +106%
FAAS
153
First Allied Advisory Services
California
$434K -$27.6K -1,495 -6%
ICAS
154
Investors Capital Advisory Services
Massachusetts
$425K +$425K +23,000 New
BIM
155
Beach Investment Management
Pennsylvania
$400K -$353K -19,070 -47%
US Bancorp
156
US Bancorp
Minnesota
$399K +$182K +9,860 +84%
GCA
157
Guardian Capital Advisors
Ontario, Canada
$398K +$398K +21,916 New
SCM
158
Stevens Capital Management
Pennsylvania
$388K -$259K -13,976 -40%
JPMPWA
159
J.P. Morgan Private Wealth Advisors
California
$344K +$344K +18,583 New
CS
160
Comerica Securities
Michigan
$337K +$142K +7,653 +73%
HighTower Advisors
161
HighTower Advisors
Illinois
$322K +$40.9K +2,206 +15%
Creative Planning
162
Creative Planning
Kansas
$311K -$179K -9,654 -37%
OCG
163
Opus Capital Group
Ohio
$305K – – –
KeyBank National Association
164
KeyBank National Association
Ohio
$295K +$295K +15,933 New
CCA
165
Checchi Capital Advisers
California
$294K +$294K +15,963 New
UCFA
166
United Capital Financial Advisors
Texas
$277K +$277K +14,977 New
GC
167
Guggenheim Capital
Illinois
$270K -$506K -27,295 -65%
LTFS
168
Ladenburg Thalmann Financial Services
Florida
$261K +$7.38K +396 +3%
FCI
169
Financial Counselors Inc
Kansas
$253K +$253K +13,681 New
FWM
170
Frontier Wealth Management
Missouri
$240K +$42.2K +2,287 +21%
AI
171
Atria Investments
North Carolina
$230K -$13.6K -732 -6%
HNB
172
Huntington National Bank
Ohio
$222K +$9.95K +536 +5%
BRWA
173
B. Riley Wealth Advisors
Florida
$221K -$5.69K -304 -3%
DWT
174
Dorsey & Whitney Trust
South Dakota
$220K +$6.47K +348 +3%
JMH
175
J.M. Hartwell
New York
$219K -$9.28K -500 -4%
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