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UBS Group
UBS

Overview Fund Activity

302 hedge funds and large institutions have $14.2B invested in UBS Group in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 118 increasing their positions, 116 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-1
Holders Change %
-0.33%
% of All Funds
6.11%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
30
Increased
118
Reduced
116
Closed
30
Calls
$359M
Puts
$561M
Net Calls
-$201M
Net Calls Change
+$28.8M

Top Buyers

1
GQG Partners
1
GQG Partners
Florida
$273M
2
CS
2
Credit Suisse
Switzerland
$1.34B
3
Capital International Investors
3
Capital International Investors
California
$428M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$220M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$42.3M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$1.18B
2
Renaissance Technologies
2
Renaissance Technologies
New York
$25.3M
3
Bank of America
3
Bank of America
North Carolina
$203M
4
MWA
4
Marshall Wace Asia
Hong Kong
$8.89M
5
BBVA
5
Banco Bilbao Vizcaya Argentaria
Spain
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
151
Greenleaf Trust
Michigan
$534K +$12.2K +1,095 +2%
BRWA
152
B. Riley Wealth Advisors
Florida
$531K +$230K +20,314 +76%
SCM
153
SOL Capital Management
Maryland
$509K -$11.1K -1,000 -2%
GI
154
Gradient Investments
Minnesota
$506K -$98.5K -8,827 -16%
US Bancorp
155
US Bancorp
Minnesota
$506K +$2.09K +188 +0.4%
JAM
156
Jupiter Asset Management
United Kingdom
$499K +$82.7K +7,381 +20%
LAM
157
Lingohr Asset Management
Germany
$458K -$53K -4,740 -10%
CFB
158
Cullen/Frost Bankers
Texas
$455K +$316K +28,380 +228%
ONB
159
Old National Bancorp
Indiana
$443K +$16.6K +1,491 +4%
RJT
160
Raymond James Trust
Florida
$441K -$39.2K -3,514 -8%
UIM
161
USS Investment Management
United Kingdom
$424K – – –
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
$420K +$26.4K +2,367 +7%
Group One Trading
163
Group One Trading
Illinois
$392K +$28.8K +2,581 +8%
VAS
164
Vestmark Advisory Solutions
Massachusetts
$371K -$36.2K -3,249 -9%
ECM
165
ETrade Capital Management
Virginia
$370K -$31.2K -2,794 -8%
GF
166
Gabelli Funds
New York
$368K – – –
SW
167
SVB Wealth
Massachusetts
$360K +$202K +18,088 +128%
MML Investors Services
168
MML Investors Services
Massachusetts
$359K -$7.33K -657 -2%
Squarepoint
169
Squarepoint
New York
$359K +$49.3K +4,425 +16%
NG
170
NatWest Group
United Kingdom
$351K – – –
Truist Financial
171
Truist Financial
North Carolina
$348K -$57.2K -5,134 -14%
CIG
172
Consolidated Investment Group
Colorado
$344K – – –
PCG
173
Private Capital Group
Connecticut
$342K -$6.52K -584 -2%
MNBTD
174
Moody National Bank Trust Division
Texas
$338K +$27K +2,420 +9%
HW
175
Hancock Whitney
Mississippi
$319K -$4.55K -409 -1%
5 6
7
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