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UBS Group
UBS

Overview Fund Activity

258 hedge funds and large institutions have $23.3B invested in UBS Group in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 101 increasing their positions, 77 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
-2
Holders Change %
-0.77%
% of All Funds
6.44%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
32
Increased
101
Reduced
77
Closed
30
Calls
$154M
Puts
$424M
Net Calls
-$270M
Net Calls Change
-$54.5M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$680M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.64B
3
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$658M
4
Franklin Resources
Franklin Resources
California
$1.07B
5
ED
Exane Derivatives
France
$68.1M

Top Sellers

1
Invesco
Invesco
Georgia
$523M
2
CS
Credit Suisse
Switzerland
$1.61B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$605M
4
UBS Group
UBS Group
Switzerland
$2.39B
5
BIP
Brandes Investment Partners
California
$73.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
151
Greenleaf Trust
Michigan
$437K +$163K +9,485 +59%
GQG Partners
152
GQG Partners
Florida
$405K +$405K +23,642 New
GI
153
Glovista Investments
New Jersey
$403K +$403K +23,479 New
Two Sigma Advisers
154
Two Sigma Advisers
New York
$382K +$49.4K +2,882 +15%
PP
155
Paloma Partners
Connecticut
$379K +$379K +22,128 New
CG
156
Cutler Group
California
$375K -$22.1K -1,293 -6%
RJT
157
Raymond James Trust
Florida
$374K +$11.2K +654 +3%
OCG
158
Opus Capital Group
Ohio
$372K +$89.4K +5,215 +32%
RCM
159
Riverhead Capital Management
Delaware
$364K – – –
VF
160
Virtu Financial
New York
$360K +$360K +20,980 New
Cambridge Investment Research Advisors
161
Cambridge Investment Research Advisors
Iowa
$358K -$69.1K -4,029 -16%
PAG
162
Private Advisor Group
New Jersey
$356K +$58.6K +3,438 +20%
CG
163
Caprock Group
Idaho
$339K +$29.2K +1,704 +9%
DWT
164
Dorsey & Whitney Trust
South Dakota
$338K -$102K -5,935 -23%
HI
165
HBK Investments
Texas
$336K +$336K +19,601 New
FCM
166
Flinton Capital Management
Pennsylvania
$330K – – –
NAMA
167
Nikko Asset Management Americas
New York
$328K +$328K +19,200 New
Two Sigma Investments
168
Two Sigma Investments
New York
$320K +$320K +18,678 New
Wolverine Trading
169
Wolverine Trading
Illinois
$315K +$315K +18,378 New
LTFS
170
Ladenburg Thalmann Financial Services
Florida
$313K -$8.24K -483 -3%
CS
171
Comerica Securities
Michigan
$313K +$16.3K +949 +5%
MA
172
MUFG Americas
New York
$311K – – –
AG
173
Advisor Group
Arizona
$304K +$44.3K +2,583 +17%
SB
174
Suntrust Banks
Georgia
$304K +$304K +17,736 New
PA
175
Pinnacle Associates
New York
$278K +$1.72K +100 +0.6%
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7
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