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UBS Group
UBS

Overview Fund Activity

303 hedge funds and large institutions have $14.4B invested in UBS Group in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 102 increasing their positions, 119 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+3
Holders Change %
+1%
% of All Funds
6.23%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
42
Increased
102
Reduced
119
Closed
38
Calls
$341M
Puts
$571M
Net Calls
-$230M
Net Calls Change
-$50.8M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$337M
2
DZ Bank
DZ Bank
Germany
$228M
3
Norges Bank
Norges Bank
Norway
$1.84B
4
Marshall Wace
Marshall Wace
United Kingdom
$104M
5
Goldman Sachs
Goldman Sachs
New York
$315M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$1.45B
2
Dodge & Cox
Dodge & Cox
California
$1.48B
3
Deutsche Bank
Deutsche Bank
Germany
$237M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$542M
5
Fidelity International
Fidelity International
Bermuda
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LAM
151
Lingohr Asset Management
Germany
$535K -$25K -2,135 -4%
US Bancorp
152
US Bancorp
Minnesota
$523K -$22.3K -1,934 -4%
RJT
153
Raymond James Trust
Florida
$497K +$88.1K +7,640 +22%
Simplex Trading
154
Simplex Trading
Illinois
$476K -$1.94M -168,097 -80%
ONB
155
Old National Bancorp
Indiana
$441K +$554 +48 +0.1%
UIM
156
USS Investment Management
United Kingdom
$436K +$436K +37,923 New
JAM
157
Jupiter Asset Management
United Kingdom
$427K +$427K +37,132 New
VAS
158
Vestmark Advisory Solutions
Massachusetts
$421K +$10.6K +922 +3%
Truist Financial
159
Truist Financial
North Carolina
$419K +$54K +4,681 +15%
ECM
160
ETrade Capital Management
Virginia
$415K +$135K +11,669 +48%
AIM
161
ARGA Investment Management
Connecticut
$414K -$894K -77,604 -68%
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
$407K -$346K -30,014 -46%
SG Americas Securities
163
SG Americas Securities
New York
$406K -$839K -72,795 -67%
BIC
164
Beach Investment Counsel
Pennsylvania
$395K – – –
GF
165
Gabelli Funds
New York
$381K +$23.1K +2,000 +6%
MML Investors Services
166
MML Investors Services
Massachusetts
$379K +$81.8K +7,091 +28%
Group One Trading
167
Group One Trading
Illinois
$376K -$5.15M -446,523 -93%
NG
168
NatWest Group
United Kingdom
$364K – – –
PCG
169
Private Capital Group
Connecticut
$360K +$62.4K +5,413 +21%
CIG
170
Consolidated Investment Group
Colorado
$354K – – –
HW
171
Hancock Whitney
Mississippi
$336K -$68.4K -5,920 -17%
CMO
172
Covenant Multifamily Offices
Texas
$335K +$335K +29,033 New
QOP
173
Quinn Opportunity Partners
Virginia
$329K – – –
MNBTD
174
Moody National Bank Trust Division
Texas
$322K +$6.58K +570 +2%
Squarepoint
175
Squarepoint
New York
$321K +$85.5K +7,399 +36%
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