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UBS Group
UBS

Overview Fund Activity

260 hedge funds and large institutions have $22.7B invested in UBS Group in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 106 increasing their positions, 83 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+12
Holders Change %
+4.84%
% of All Funds
6.49%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
35
Increased
106
Reduced
83
Closed
22
Calls
$134M
Puts
$349M
Net Calls
-$215M
Net Calls Change
-$71.5M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.72B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.39B
3
CS
Credit Suisse
Switzerland
$1.69B
4
Franklin Resources
Franklin Resources
California
$981M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.46B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.47B
2
Bank of America
Bank of America
North Carolina
$116M
3
MME
Meag Munich Ergo
Germany
$0
4
Goldman Sachs
Goldman Sachs
New York
$266M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$688M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
151
Glenmede Trust
Pennsylvania
$523K – – –
CA
152
Clearstead Advisors
Ohio
$514K +$4.48K +264 +0.9%
LPC
153
Loeb Partners Corp
New York
$509K +$170K +10,000 +50%
DADC
154
D.A. Davidson & Co
Montana
$480K -$15.3K -904 -3%
SCA
155
Salient Capital Advisors
Texas
$469K -$282K -16,569 -38%
ANI
156
American National Insurance
Texas
$460K – – –
CCA
157
Checchi Capital Advisers
California
$450K +$164K +9,642 +57%
MCIM
158
Meadow Creek Investment Management
Georgia
$449K – – –
DWT
159
Dorsey & Whitney Trust
South Dakota
$436K – – –
Cambridge Investment Research Advisors
160
Cambridge Investment Research Advisors
Iowa
$423K -$54.5K -3,213 -11%
Citadel Advisors
161
Citadel Advisors
Florida
$422K -$643K -37,814 -60%
FAAS
162
First Allied Advisory Services
California
$401K +$22.9K +1,378 +6%
CG
163
Cutler Group
California
$394K +$212K +12,500 +117%
Commonwealth Equity Services
164
Commonwealth Equity Services
Massachusetts
$380K +$24.4K +1,436 +7%
RJT
165
Raymond James Trust
Florida
$360K -$130K -7,639 -27%
RCM
166
Riverhead Capital Management
Delaware
$360K – – –
Assenagon Asset Management
167
Assenagon Asset Management
Luxembourg
$355K +$129K +7,600 +57%
Two Sigma Advisers
168
Two Sigma Advisers
New York
$329K +$329K +19,400 New
FCM
169
Flinton Capital Management
Pennsylvania
$327K – – –
LTFS
170
Ladenburg Thalmann Financial Services
Florida
$320K -$9.21K -542 -3%
MA
171
MUFG Americas
New York
$308K -$20.1K -1,186 -6%
CG
172
Caprock Group
Idaho
$307K +$307K +18,090 New
PAG
173
Private Advisor Group
New Jersey
$306K -$31.8K -1,810 -9%
CS
174
Comerica Securities
Michigan
$293K +$22.5K +1,325 +8%
FRM
175
Fox Run Management
Connecticut
$292K +$292K +17,200 New
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7
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