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UBS Group
UBS

Overview Fund Activity

299 hedge funds and large institutions have $20.9B invested in UBS Group in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 111 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
-20
Holders Change %
-6.27%
% of All Funds
6.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
31
Increased
96
Reduced
111
Closed
47
Calls
$227M
Puts
$491M
Net Calls
-$264M
Net Calls Change
+$92.6M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$526M
2
CS
Credit Suisse
Switzerland
$1.54B
3
Goldman Sachs
Goldman Sachs
New York
$299M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.49B
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.45B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.51B
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.09B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$502M
4
AAMU
Amundi Asset Management US
Massachusetts
$208M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
151
Ladenburg Thalmann Financial Services
Florida
$414K – – –
MCIM
152
Meadow Creek Investment Management
Georgia
$406K – – –
HT
153
HighTower Trust
Texas
$404K -$192K -12,500 -32%
BP
154
BBR Partners
New York
$380K -$53.9K -3,513 -12%
RJT
155
Raymond James Trust
Florida
$372K +$25.3K +1,650 +7%
FA
156
FDx Advisors
Illinois
$363K -$350K -22,853 -49%
GCA
157
Gideon Capital Advisors
New York
$359K -$148K -9,648 -29%
AG
158
Advisor Group
Arizona
$352K -$7.29K -474 -2%
Commonwealth Equity Services
159
Commonwealth Equity Services
Massachusetts
$348K +$44.2K +2,876 +15%
RFC
160
Regions Financial Corp
Alabama
$339K +$7.78K +507 +2%
OCG
161
Opus Capital Group
Ohio
$333K – – –
RCM
162
Riverhead Capital Management
Delaware
$325K – – –
SAM
163
Silvercrest Asset Management
New York
$320K -$3.4M -221,955 -91%
CG
164
Cutler Group
California
$320K -$146K -9,500 -31%
DWT
165
Dorsey & Whitney Trust
South Dakota
$317K -$37.7K -2,456 -11%
PG
166
PEAK6 Group
Illinois
$315K +$315K +20,553 New
STA
167
Summit Trail Advisors
New York
$312K -$1.45M -94,206 -82%
CCA
168
Checchi Capital Advisers
California
$310K +$21.7K +1,415 +8%
CA
169
Clearstead Advisors
Ohio
$307K – – –
I2I
170
Insight 2811 Inc
Illinois
$296K -$3.68K -240 -1%
FCM
171
Flinton Capital Management
Pennsylvania
$295K – – –
CI
172
Capital International
California
$282K -$22K -1,423 -7%
CS
173
Comerica Securities
Michigan
$276K +$2.16K +141 +0.8%
GT
174
Greenleaf Trust
Michigan
$274K -$146K -9,538 -35%
CAN
175
Claraphi Advisory Network
United States
$272K +$69.9K +4,550 +35%
5 6
7
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