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UBS Group
UBS

Overview Fund Activity

327 hedge funds and large institutions have $15.3B invested in UBS Group in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 119 increasing their positions, 102 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+12
Holders Change %
+3.81%
% of All Funds
7.09%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
50
Increased
119
Reduced
102
Closed
34
Calls
$255M
Puts
$536M
Net Calls
-$282M
Net Calls Change
-$16.6M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
$368M
2
Fidelity International
Fidelity International
Bermuda
$50.7M
3
Russell Investments Group
Russell Investments Group
United Kingdom
$66.9M
4
Fisher Asset Management
Fisher Asset Management
Washington
$623M
5
O
Ossiam
France
$23.1M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$75.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$640M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$165M
4
DZ Bank
DZ Bank
Germany
$8.42M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$399M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
151
BlackRock
New York
$525K +$123K +10,120 +30%
William Blair & Company
152
William Blair & Company
Illinois
$522K -$2.67M -220,881 -84%
M&T Bank
153
M&T Bank
New York
$502K +$30.8K +2,542 +7%
GHCM
154
Glen Harbor Capital Management
California
$500K – – –
ONB
155
Old National Bancorp
Indiana
$479K +$245K +20,243 +105%
Janney Montgomery Scott
156
Janney Montgomery Scott
Pennsylvania
$470K -$90.9K -7,506 -16%
SCM
157
SOL Capital Management
Maryland
$467K -$41.3K -3,415 -8%
US Bancorp
158
US Bancorp
Minnesota
$465K -$86.9K -7,172 -16%
JG
159
Jefferies Group
New York
$461K +$461K +38,065 New
VAS
160
Vestmark Advisory Solutions
Massachusetts
$449K +$449K +37,064 New
TCM
161
Teza Capital Management
Illinois
$435K -$1.03M -85,035 -70%
KWA
162
KCS Wealth Advisory
California
$418K +$33.9K +2,805 +9%
MCIM
163
Meadow Creek Investment Management
Georgia
$393K – – –
CIG
164
Consolidated Investment Group
Colorado
$373K – – –
HighTower Advisors
165
HighTower Advisors
Illinois
$364K +$18K +1,483 +5%
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$357K -$157K -12,952 -31%
QOP
167
Quinn Opportunity Partners
Virginia
$345K +$176K +14,500 +104%
DADC
168
D.A. Davidson & Co
Montana
$342K +$342K +28,194 New
RJT
169
Raymond James Trust
Florida
$341K +$58.8K +4,855 +21%
LTFS
170
Ladenburg Thalmann Financial Services
Florida
$339K +$13.4K +1,122 +4%
C
171
Cerebellum
California
$336K +$155K +12,821 +86%
QCG
172
Quadrant Capital Group
Ohio
$331K +$70.2K +5,961 +27%
MNBTD
173
Moody National Bank Trust Division
Texas
$328K -$9.49K -785 -3%
ANI
174
American National Insurance
Texas
$328K – – –
HW
175
Hancock Whitney
Mississippi
$328K +$328K +27,054 New
5 6
7
8 9