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UBS Group
UBS

Overview Fund Activity

319 hedge funds and large institutions have $24.6B invested in UBS Group in 2018 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 103 increasing their positions, 88 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+30
Holders Change %
+10.38%
% of All Funds
7.32%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
69
Increased
103
Reduced
88
Closed
38
Calls
$199M
Puts
$556M
Net Calls
-$357M
Net Calls Change
-$92.9M

Top Buyers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
$207M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$132M
3
AL
Appaloosa LP
New Jersey
$122M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$2.31B
5
Wells Fargo
Wells Fargo
California
$165M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$1.72B
2
Norges Bank
Norges Bank
Norway
$1.97B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.76B
4
CLOS
Compagnie Lombard Odier SCmA
Switzerland
$49.7M
5
MWA
Marshall Wace Asia
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
151
Fifth Third Bancorp
Ohio
$632K +$418K +23,694 +196%
LMGAM
152
Liberty Mutual Group Asset Management
Massachusetts
$609K -$319K -18,210 -34%
GHCM
153
Glen Harbor Capital Management
California
$595K – – –
GCA
154
Gideon Capital Advisors
New York
$583K +$583K +33,025 New
BRWA
155
B. Riley Wealth Advisors
Florida
$548K -$562K -31,748 -51%
BNP Paribas Financial Markets
156
BNP Paribas Financial Markets
France
$543K +$543K +30,731 New
CIG
157
Consolidated Investment Group
Colorado
$540K – – –
CG
158
Cutler Group
California
$536K +$446K +25,300 +498%
MF
159
Magnetar Financial
Illinois
$531K +$531K +30,040 New
LPC
160
Loeb Partners Corp
New York
$530K – – –
SC
161
Sovarnum Capital
New York
$530K +$530K +30,000 New
SPC
162
Salient Private Client
Texas
$530K +$530K +30,005 New
ZCA
163
Zeke Capital Advisors
Pennsylvania
$510K +$510K +28,904 New
BP
164
BBR Partners
New York
$499K -$115K -6,487 -19%
B
165
Bellecapital
Switzerland
$489K +$489K +29,127 New
GT
166
Greenleaf Trust
Michigan
$484K +$33.8K +1,914 +8%
ANI
167
American National Insurance
Texas
$479K – – –
JG
168
Jefferies Group
New York
$477K -$1.87M -105,815 -80%
MCIM
169
Meadow Creek Investment Management
Georgia
$467K – – –
NFA
170
Nuveen Fund Advisors
Illinois
$461K -$51.1K -2,894 -10%
Citadel Advisors
171
Citadel Advisors
Florida
$454K +$189K +10,694 +71%
Marshall Wace
172
Marshall Wace
United Kingdom
$421K +$12.1K +692 +3%
LTFS
173
Ladenburg Thalmann Financial Services
Florida
$414K +$64.1K +3,631 +18%
AG
174
Advisor Group
Arizona
$413K +$32.3K +1,825 +8%
DWT
175
Dorsey & Whitney Trust
South Dakota
$408K – – –
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7
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