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UBS Group
UBS

Overview Fund Activity

289 hedge funds and large institutions have $13.6B invested in UBS Group in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 114 reducing their positions, and 51 closing their positions.

Holders
289
Holders Change
-19
Holders Change %
-6.17%
% of All Funds
6.35%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
32
Increased
88
Reduced
114
Closed
51
Calls
$384M
Puts
$582M
Net Calls
-$199M
Net Calls Change
+$55.3M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.58B
2
Dodge & Cox
2
Dodge & Cox
California
$1.65B
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$166M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$240M
5
Goldman Sachs
5
Goldman Sachs
New York
$266M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$64.7M
2
Invesco
2
Invesco
Georgia
$199M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$213M
4
BIP
4
Brandes Investment Partners
California
$44M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$59.7M
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
151
Riverhead Capital Management
Delaware
$351K 30,694 – –
CIG
152
Consolidated Investment Group
Colorado
$349K 30,724 – –
AG
153
Advisor Group
Arizona
$345K 30,502 +4,732 +18%
ECM
154
ETrade Capital Management
Virginia
$341K 30,153 +1,496 +5%
Janney Montgomery Scott
155
Janney Montgomery Scott
Pennsylvania
$339K 29,989 -4,757 -14%
D.E. Shaw & Co
156
D.E. Shaw & Co
New York
$333K 29,413 -1,206,005 -98%
MNBTD
157
Moody National Bank Trust Division
Texas
$323K 28,522 +358 +1%
QOP
158
Quinn Opportunity Partners
Virginia
$322K 28,500 – –
CS
159
Comerica Securities
Michigan
$322K 28,472 +5,618 +25%
BRWA
160
B. Riley Wealth Advisors
Florida
$321K 28,266 +2,726 +11%
FCM
161
Flinton Capital Management
Pennsylvania
$317K 27,728 – –
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$311K 27,580 -33,363 -55%
ANI
163
American National Insurance
Texas
$307K 27,120 – –
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$304K 26,853 -3,611 -12%
HW
165
Hancock Whitney
Mississippi
$304K 26,910 -155 -0.6%
CC
166
Cipher Capital
New York
$280K 24,806 -74,581 -75%
B
167
Bellecapital
Switzerland
$275K 23,695 -33,300 -58%
AL
168
AJO LP
Pennsylvania
$268K 23,645 +23,645 New
Squarepoint
169
Squarepoint
New York
$260K 22,974 +22,974 New
OC
170
Oppenheimer & Co
New York
$252K 22,313 +3,187 +17%
Mercer Global Advisors
171
Mercer Global Advisors
Colorado
$247K 21,879 +778 +4%
WCM
172
Weld Capital Management
New York
$235K 20,748 +20,748 New
CA
173
Clearstead Advisors
Ohio
$226K 20,000 – –
JWM
174
Jupiter Wealth Management
Colorado
$226K 20,000 +20,000 New
ATIA
175
American Trust Investment Advisors
New Hampshire
$224K 19,845 – –
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