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UBS Group
UBS

Overview Fund Activity

248 hedge funds and large institutions have $20B invested in UBS Group in 2015 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 78 increasing their positions, 90 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+14
Holders Change %
+5.98%
% of All Funds
6.51%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.39%
New
45
Increased
78
Reduced
90
Closed
28
Calls
$142M
Puts
$73.5M
Net Calls
+$68.6M
Net Calls Change
-$39.2M

Top Buyers

1
O
OppenheimerFunds
New York
$579M
2
Goldman Sachs
Goldman Sachs
New York
$431M
3
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$746M
4
Allianz Asset Management
Allianz Asset Management
Germany
$461M
5
GTP
Global Thematic Partners
New York
$142M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$0
2
CS
Credit Suisse
Switzerland
$2.18B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$828M
4
Franklin Resources
Franklin Resources
California
$121M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$814M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
151
J.P. Morgan Private Wealth Advisors
California
$526K +$166K +8,563 +46%
ANI
152
American National Insurance
Texas
$525K – – –
EDRE
153
Edmond de Rothschild (Europe)
Luxembourg
$521K – – –
SB
154
Suntrust Banks
Georgia
$475K -$3.52M -182,797 -88%
SW
155
SVB Wealth
Massachusetts
$460K -$206K -10,655 -31%
GC
156
Guggenheim Capital
Illinois
$460K +$178K +9,216 +63%
IAA
157
Ironsides Asset Advisors
North Carolina
$446K +$446K +23,030 New
ICAS
158
Investors Capital Advisory Services
Massachusetts
$445K – – –
Two Sigma Investments
159
Two Sigma Investments
New York
$400K +$400K +20,648 New
FAAS
160
First Allied Advisory Services
California
$396K -$54.2K -2,828 -12%
D.E. Shaw & Co
161
D.E. Shaw & Co
New York
$359K -$3.68M -190,270 -91%
CCA
162
Checchi Capital Advisers
California
$347K +$37.8K +1,954 +12%
US Bancorp
163
US Bancorp
Minnesota
$327K -$91.4K -4,723 -22%
OCG
164
Opus Capital Group
Ohio
$319K – – –
GCA
165
Guardian Capital Advisors
Ontario, Canada
$303K -$116K -6,066 -28%
FCI
166
Financial Counselors Inc
Kansas
$298K +$32.6K +1,681 +12%
LMGAM
167
Liberty Mutual Group Asset Management
Massachusetts
$281K -$1.26M -64,560 -82%
LTFS
168
Ladenburg Thalmann Financial Services
Florida
$270K -$212 -11 -0.1%
Simplex Trading
169
Simplex Trading
Illinois
$263K +$263K +13,582 New
CS
170
Comerica Securities
Michigan
$262K -$90.1K -4,655 -26%
FWM
171
Frontier Wealth Management
Missouri
$242K -$10.5K -539 -4%
KeyBank National Association
172
KeyBank National Association
Ohio
$233K -$75.6K -3,902 -24%
JMH
173
J.M. Hartwell
New York
$229K – – –
HNB
174
Huntington National Bank
Ohio
$228K -$3.82K -197 -2%
AI
175
Atria Investments
North Carolina
$223K +$7.33K +422 +3%
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7
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