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UBS Group
UBS

Overview Fund Activity

222 hedge funds and large institutions have $13.2B invested in UBS Group in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 78 increasing their positions, 88 reducing their positions, and 47 closing their positions.

Holders
222
Holders Change
-28
Holders Change %
-11.2%
% of All Funds
5.93%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
23
Increased
78
Reduced
88
Closed
47
Calls
$121M
Puts
$118M
Net Calls
+$3M
Net Calls Change
-$41.2M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$648M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$184M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$477M
4
Zurich Cantonal Bank
4
Zurich Cantonal Bank
Switzerland
$545M
5
NIMC
5
NWQ Investment Management Company
California
$29.9M

Top Sellers

1
O
1
OppenheimerFunds
New York
$0
2
CS
2
Credit Suisse
Switzerland
$1.26B
3
Macquarie Group
3
Macquarie Group
Australia
$0
4
DekaBank Deutsche Girozentrale
4
DekaBank Deutsche Girozentrale
Germany
$0
5
Fidelity International
5
Fidelity International
Bermuda
$169M
Name Market Value Shares Shares
Change 		Shares
Change %
DWT
151
Dorsey & Whitney Trust
South Dakota
$201K 14,826 +2,678 +22%
Simplex Trading
152
Simplex Trading
Illinois
$196K 14,458 +14,458 New
PG
153
PEAK6 Group
Illinois
$193K 14,191 +6,577 +86%
PAG
154
Private Advisor Group
New Jersey
$191K 13,820 -16,811 -55%
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$185K 13,560 -30,330 -69%
SCM
156
Shelton Capital Management
Colorado
$184K 13,509 +13,509 New
HPCM
157
High Pointe Capital Management
Illinois
$183K 13,450 -870 -6%
Wolverine Trading
158
Wolverine Trading
Illinois
$165K 12,617 -638 -5%
SB
159
Suntrust Banks
Georgia
$164K 12,150 +1,228 +11%
Nomura Asset Management
160
Nomura Asset Management
Japan
$158K 11,592 – –
EDRM
161
Edmond de Rothschild (Monaco)
Monaco
$154K 11,380 +11,380 New
GIM
162
Granahan Investment Management
Massachusetts
$147K 10,761 +10,761 New
JCM
163
Jacobi Capital Management
Pennsylvania
$146K 10,521 – –
LC
164
Loews Corp
New York
$145K 10,625 – –
BCM
165
BTC Capital Management
Iowa
$143K 10,523 +47 +0.4%
ATIA
166
American Trust Investment Advisors
New Hampshire
$139K 10,240 – –
LPC
167
Loeb Partners Corp
New York
$136K 10,000 – –
FIB
168
First Interstate Bank
Montana
$121K 8,865 -385 -4%
IA
169
IFP Advisors
Florida
$119K 8,738 +244 +3%
SG Americas Securities
170
SG Americas Securities
New York
$114K 8,379 +8,379 New
JWA
171
JFS Wealth Advisors
Pennsylvania
$96K 7,075 +904 +15%
S
172
SignatureFD
Georgia
$91K 6,717 +2,571 +62%
JFA
173
JNBA Financial Advisors
Minnesota
$91K 6,717 +6,717 New
Barclays
174
Barclays
United Kingdom
$76K 5,545 +5,545 New
TRCT
175
Tower Research Capital (TRC)
New York
$68K 5,013 -2,163 -30%
5 6
7
8 9