UBS icon

UBS Group
UBS

Overview Fund Activity

248 hedge funds and large institutions have $17.9B invested in UBS Group in 2017 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 97 increasing their positions, 82 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-3
Holders Change %
-1.2%
% of All Funds
6.18%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
30
Increased
97
Reduced
82
Closed
31
Calls
$143M
Puts
$287M
Net Calls
-$144M
Net Calls Change
-$108M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$635M
2
Credit Agricole
2
Credit Agricole
France
$238M
3
Deutsche Bank
3
Deutsche Bank
Germany
$384M
4
DekaBank Deutsche Girozentrale
4
DekaBank Deutsche Girozentrale
Germany
$67.1M
5
Bank of America
5
Bank of America
North Carolina
$164M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.63B
2
Invesco
2
Invesco
Georgia
$583M
3
Axa
3
Axa
France
$51.8M
4
CS
4
Credit Suisse
Switzerland
$1.38B
5
Fidelity International
5
Fidelity International
Bermuda
$6.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wolverine Trading
151
Wolverine Trading
Illinois
$383K +$60.6K +3,802 +19%
QT
152
Quantbot Technologies
New York
$379K +$379K +23,796 New
US Bancorp
153
US Bancorp
Minnesota
$373K -$29.7K -1,862 -7%
FAAS
154
First Allied Advisory Services
California
$363K -$19.3K -1,212 -5%
TSS
155
Two Sigma Securities
New York
$361K +$361K +22,617 New
ST
156
Spot Trading
Illinois
$348K +$21.2K +1,330 +6%
Truist Financial
157
Truist Financial
North Carolina
$347K -$55K -3,445 -14%
QI
158
QS Investors
New York
$345K – – –
LFAS
159
Level Four Advisory Services
Texas
$345K +$2.84K +181 +0.8%
First Trust Advisors
160
First Trust Advisors
Illinois
$344K +$16.7K +1,045 +5%
RCM
161
Riverhead Capital Management
Delaware
$338K – – –
P8IP
162
Pier 88 Investment Partners
California
$338K +$338K +21,200 New
Commonwealth Equity Services
163
Commonwealth Equity Services
Massachusetts
$334K +$27.2K +1,702 +9%
LPC
164
Loeb Partners Corp
New York
$319K – – –
LTFS
165
Ladenburg Thalmann Financial Services
Florida
$309K +$9.35K +586 +3%
MA
166
MUFG Americas
New York
$308K -$20.9K -1,312 -6%
FCM
167
Flinton Capital Management
Pennsylvania
$307K – – –
PAG
168
Private Advisor Group
New Jersey
$299K -$43K -2,769 -13%
HPCM
169
High Pointe Capital Management
Illinois
$276K – – –
AG
170
Advisor Group
Arizona
$275K +$3.39K +212 +1%
GCA
171
Gideon Capital Advisors
New York
$269K -$146K -9,158 -35%
CCA
172
Checchi Capital Advisers
California
$269K -$8.27K -518 -3%
M&T Bank
173
M&T Bank
New York
$263K -$136K -8,489 -34%
OCG
174
Opus Capital Group
Ohio
$263K – – –
GI
175
Gradient Investments
Minnesota
$259K +$252K +15,786 +3,469%
5 6
7
8 9