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UBS Group
UBS

Overview Fund Activity

312 hedge funds and large institutions have $22.9B invested in UBS Group in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 95 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+13
Holders Change %
+4.35%
% of All Funds
7.14%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
47
Increased
119
Reduced
95
Closed
33
Calls
$288M
Puts
$793M
Net Calls
-$505M
Net Calls Change
-$241M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$1.67B
2
Capital World Investors
2
Capital World Investors
California
$331M
3
GQG Partners
3
GQG Partners
Florida
$159M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$668M
5
Franklin Resources
5
Franklin Resources
California
$1.24B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$663M
2
Norges Bank
2
Norges Bank
Norway
$1.56B
3
Deutsche Bank
3
Deutsche Bank
Germany
$417M
4
CS
4
Credit Suisse
Switzerland
$1.47B
5
AL
5
Appaloosa LP
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
151
Millennium Management
New York
$521K -$321K -20,419 -38%
I2I
152
Insight 2811 Inc
Illinois
$503K +$199K +12,635 +65%
GT
153
Greenleaf Trust
Michigan
$487K +$206K +13,068 +73%
CIG
154
Consolidated Investment Group
Colorado
$485K – – –
MCIM
155
Meadow Creek Investment Management
Georgia
$463K +$45.8K +2,904 +11%
B
156
Bellecapital
Switzerland
$462K +$4.32K +275 +0.9%
Nomura Holdings
157
Nomura Holdings
Japan
$438K +$219K +14,090 +100%
BRWA
158
B. Riley Wealth Advisors
Florida
$437K -$68K -4,324 -13%
ANI
159
American National Insurance
Texas
$427K – – –
MNBTD
160
Moody National Bank Trust Division
Texas
$427K +$427K +27,120 New
AG
161
Advisor Group
Arizona
$422K +$62.6K +3,984 +17%
Parallax Volatility Advisers
162
Parallax Volatility Advisers
California
$421K -$244K -15,495 -37%
HT
163
HighTower Trust
Texas
$414K – – –
RJT
164
Raymond James Trust
Florida
$414K +$33.4K +2,127 +9%
AAM
165
Advisors Asset Management
Colorado
$400K +$128K +8,108 +47%
CCA
166
Checchi Capital Advisers
California
$398K +$79.7K +5,062 +25%
FA
167
FDx Advisors
Illinois
$395K +$22.3K +1,420 +6%
FCI
168
Financial Counselors Inc
Kansas
$393K +$144K +9,169 +58%
RCM
169
Riverhead Capital Management
Delaware
$372K +$37.3K +2,360 +11%
RFC
170
Regions Financial Corp
Alabama
$361K +$13.6K +866 +4%
STA
171
Summit Trail Advisors
New York
$348K +$28.8K +1,833 +9%
FCM
172
Flinton Capital Management
Pennsylvania
$337K +$33.3K +2,112 +11%
DWT
173
Dorsey & Whitney Trust
South Dakota
$323K -$1.62K -103 -0.5%
Commonwealth Equity Services
174
Commonwealth Equity Services
Massachusetts
$321K -$34.6K -2,203 -10%
UR
175
USCA RIA
Texas
$316K +$134K +8,500 +73%
5 6
7
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