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UBS Group
UBS

Overview Fund Activity

250 hedge funds and large institutions have $13.5B invested in UBS Group in 2016 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 84 increasing their positions, 88 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+15
Holders Change %
+6.38%
% of All Funds
6.68%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.21%
New
45
Increased
84
Reduced
88
Closed
26
Calls
$141M
Puts
$96.5M
Net Calls
+$44.2M
Net Calls Change
+$66.2M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$428M
2
UBS Group
2
UBS Group
Switzerland
$1.94B
3
Macquarie Group
3
Macquarie Group
Australia
$116M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$119M
5
CS
5
Credit Suisse
Switzerland
$1.46B

Top Sellers

1
GTP
1
Global Thematic Partners
New York
$0
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$200M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$445M
4
Fidelity International
4
Fidelity International
Bermuda
$216M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$414M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANI
151
American National Insurance
Texas
$351K – – –
PA
152
Pinnacle Associates
New York
$350K -$106K -8,155 -23%
NFA
153
Nuveen Fund Advisors
Illinois
$336K +$336K +25,955 New
ICAS
154
Investors Capital Advisory Services
Massachusetts
$313K – – –
SW
155
SVB Wealth
Massachusetts
$297K -$11K -848 -4%
Cambridge Investment Research Advisors
156
Cambridge Investment Research Advisors
Iowa
$293K +$293K +22,605 New
D.E. Shaw & Co
157
D.E. Shaw & Co
New York
$283K +$25.4K +1,960 +10%
M&T Bank
158
M&T Bank
New York
$279K -$275K -21,236 -50%
EDRE
159
Edmond de Rothschild (Europe)
Luxembourg
$277K -$64.3K -5,000 -19%
CCA
160
Checchi Capital Advisers
California
$270K +$7.42K +572 +3%
FAAS
161
First Allied Advisory Services
California
$251K +$48.6K +3,726 +24%
AG
162
Advisor Group
Arizona
$251K +$251K +19,462 New
Group One Trading
163
Group One Trading
Illinois
$245K +$131K +10,075 +114%
US Bancorp
164
US Bancorp
Minnesota
$234K -$14K -1,081 -6%
OCG
165
Opus Capital Group
Ohio
$214K – – –
Commonwealth Equity Services
166
Commonwealth Equity Services
Massachusetts
$213K +$23.6K +1,818 +12%
CS
167
Comerica Securities
Michigan
$208K +$35.8K +2,767 +21%
PP
168
Paloma Partners
Connecticut
$204K -$14.5K -1,121 -7%
FWM
169
Frontier Wealth Management
Missouri
$202K – – –
LTFS
170
Ladenburg Thalmann Financial Services
Florida
$202K +$32.7K +2,528 +19%
Verition Fund Management
171
Verition Fund Management
Connecticut
$191K +$191K +14,721 New
NIT
172
NumerixS Investment Technologies
British Columbia, Canada
$189K +$189K +14,600 New
HighTower Advisors
173
HighTower Advisors
Illinois
$187K -$724K -56,150 -79%
HPCM
174
High Pointe Capital Management
Illinois
$186K – – –
BF
175
BOK Financial
Oklahoma
$186K +$186K +14,358 New
5 6
7
8 9