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UBS Group
UBS

Overview Fund Activity

308 hedge funds and large institutions have $16.2B invested in UBS Group in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 105 increasing their positions, 111 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
-19
Holders Change %
-5.81%
% of All Funds
6.7%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
40
Increased
105
Reduced
111
Closed
57
Calls
$243M
Puts
$497M
Net Calls
-$254M
Net Calls Change
+$27.7M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$1.61B
2
Norges Bank
Norges Bank
Norway
$1.32B
3
Invesco
Invesco
Georgia
$464M
4
BIP
Brandes Investment Partners
California
$246M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$149M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$428M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$157M
3
State Street
State Street
Massachusetts
$0
4
AAMU
Amundi Asset Management US
Massachusetts
$193M
5
Capital Research Global Investors
Capital Research Global Investors
California
$258M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
151
Janney Montgomery Scott
Pennsylvania
$412K -$48K -4,051 -10%
M&T Bank
152
M&T Bank
New York
$408K -$82.5K -6,974 -17%
US Bancorp
153
US Bancorp
Minnesota
$401K -$55.1K -4,634 -12%
KWA
154
KCS Wealth Advisory
California
$400K -$9.01K -761 -2%
LTFS
155
Ladenburg Thalmann Financial Services
Florida
$382K +$43.5K +3,656 +13%
BlackRock
156
BlackRock
New York
$380K -$134K -11,324 -26%
RJT
157
Raymond James Trust
Florida
$373K +$39.8K +3,364 +12%
CIG
158
Consolidated Investment Group
Colorado
$365K – – –
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$361K +$11.8K +992 +3%
RCM
160
Riverhead Capital Management
Delaware
$359K +$58.3K +4,984 +19%
ECM
161
ETrade Capital Management
Virginia
$340K -$368K -31,036 -52%
QOP
162
Quinn Opportunity Partners
Virginia
$338K – – –
MNBTD
163
Moody National Bank Trust Division
Texas
$334K +$12.4K +1,044 +4%
FCM
164
Flinton Capital Management
Pennsylvania
$324K +$51.2K +4,384 +19%
ANI
165
American National Insurance
Texas
$321K – – –
HW
166
Hancock Whitney
Mississippi
$321K +$130 +11 +0%
BNP Paribas Financial Markets
167
BNP Paribas Financial Markets
France
$316K -$2.75M -231,700 -90%
Jane Street
168
Jane Street
New York
$315K -$2.17M -182,453 -87%
BS
169
Banco Santander
Spain
$306K -$53.2M -4,478,198 -99%
C
170
Cerebellum
California
$305K -$23.7K -2,000 -7%
AG
171
Advisor Group
Arizona
$305K -$13.8K -1,165 -4%
BRWA
172
B. Riley Wealth Advisors
Florida
$304K +$2.26K +190 +0.7%
DTL
173
Dynamic Technology Lab
Singapore
$281K +$281K +23,686 New
Commonwealth Equity Services
174
Commonwealth Equity Services
Massachusetts
$276K +$43.3K +3,660 +19%
SSA
175
Schonfeld Strategic Advisors
New York
$272K +$132K +11,200 +95%
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