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UBS Group
UBS

Overview Fund Activity

289 hedge funds and large institutions have $26.1B invested in UBS Group in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 84 increasing their positions, 93 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+31
Holders Change %
+12.02%
% of All Funds
6.56%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
63
Increased
84
Reduced
93
Closed
31
Calls
$170M
Puts
$434M
Net Calls
-$264M
Net Calls Change
+$5.96M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.32B
2
AAMU
Amundi Asset Management US
Massachusetts
$352M
3
Capital Research Global Investors
Capital Research Global Investors
California
$1.67B
4
Neuberger Berman Group
Neuberger Berman Group
New York
$85.3M
5
CLOS
Compagnie Lombard Odier SCmA
Switzerland
$115M

Top Sellers

1
Credit Agricole
Credit Agricole
France
$10.9M
2
Norges Bank
Norges Bank
Norway
$2.34B
3
ED
Exane Derivatives
France
$33.1M
4
CS
Credit Suisse
Switzerland
$1.69B
5
TIM
Thornburg Investment Management
New Mexico
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIG
151
Consolidated Investment Group
Colorado
$566K -$1.47M -79,845 -72%
LPC
152
Loeb Partners Corp
New York
$552K – – –
CA
153
Clearstead Advisors
Ohio
$552K – – –
Nomura Holdings
154
Nomura Holdings
Japan
$533K -$745K -40,511 -58%
NFA
155
Nuveen Fund Advisors
Illinois
$533K -$340K -18,508 -39%
ANI
156
American National Insurance
Texas
$499K – – –
MCIM
157
Meadow Creek Investment Management
Georgia
$487K – – –
WIS
158
Wright Investors Service
Connecticut
$479K -$278K -15,107 -37%
GT
159
Greenleaf Trust
Michigan
$469K – – –
Marshall Wace
160
Marshall Wace
United Kingdom
$429K +$429K +23,320 New
DWT
161
Dorsey & Whitney Trust
South Dakota
$425K +$62K +3,371 +17%
RJT
162
Raymond James Trust
Florida
$401K -$1.38K -75 -0.3%
OCG
163
Opus Capital Group
Ohio
$399K – – –
HI
164
HBK Investments
Texas
$397K +$36.7K +1,999 +10%
AG
165
Advisor Group
Arizona
$396K +$70.3K +3,825 +22%
Cambridge Investment Research Advisors
166
Cambridge Investment Research Advisors
Iowa
$392K +$8.2K +446 +2%
RCM
167
Riverhead Capital Management
Delaware
$390K – – –
CG
168
Caprock Group
Idaho
$389K +$1.37K +70 +0.4%
RFC
169
Regions Financial Corp
Alabama
$375K +$156K +8,463 +71%
LTFS
170
Ladenburg Thalmann Financial Services
Florida
$364K +$26.9K +1,466 +8%
CI
171
Capital International
California
$362K -$20.1M -1,089,571 -98%
FA
172
FDx Advisors
Illinois
$356K -$1.14M -61,847 -76%
FCM
173
Flinton Capital Management
Pennsylvania
$354K – – –
HighTower Advisors
174
HighTower Advisors
Illinois
$338K +$74.4K +4,044 +28%
OTPPB
175
Ontario Teachers' Pension Plan Board
Ontario, Canada
$332K +$111K +6,048 +51%
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