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UBS Group
UBS

Overview Fund Activity

345 hedge funds and large institutions have $18B invested in UBS Group in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 128 increasing their positions, 98 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+43
Holders Change %
+14.24%
% of All Funds
6.12%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
77
Increased
128
Reduced
98
Closed
25
Calls
$303M
Puts
$445M
Net Calls
-$142M
Net Calls Change
+$58.6M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$2.01B
2
BIP
Brandes Investment Partners
California
$247M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$207M
4
Allianz Asset Management
Allianz Asset Management
Germany
$285M
5
Goldman Sachs
Goldman Sachs
New York
$486M

Top Sellers

1
GQG Partners
GQG Partners
Florida
$242K
2
Dodge & Cox
Dodge & Cox
California
$1.29B
3
CS
Credit Suisse
Switzerland
$1.55B
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.86B
5
Bank of America
Bank of America
North Carolina
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
151
Atlas Capital Advisors
Wyoming
$802K -$122K -8,653 -13%
MML Investors Services
152
MML Investors Services
Massachusetts
$796K +$341K +24,181 +75%
CIA
153
CSat Investment Advisory
Michigan
$790K +$790K +55,908 New
SW
154
SVB Wealth
Massachusetts
$757K +$301K +21,326 +66%
Janney Montgomery Scott
155
Janney Montgomery Scott
Pennsylvania
$748K +$216K +15,286 +41%
SSA
156
Schonfeld Strategic Advisors
New York
$700K -$2.46M -174,199 -78%
US Bancorp
157
US Bancorp
Minnesota
$694K +$52.2K +3,700 +8%
GT
158
Greenleaf Trust
Michigan
$676K -$494 -35 -0.1%
IRC
159
Investors Research Corp
Georgia
$673K -$7.77K -550 -1%
Fisher Asset Management
160
Fisher Asset Management
Washington
$653K -$234K -16,537 -26%
SCM
161
SOL Capital Management
Maryland
$645K – – –
MPPW
162
Mitchell & Pahl Private Wealth
Oklahoma
$609K +$609K +43,111 New
AC
163
Athanor Capital
New York
$589K -$5.05M -357,722 -90%
CFB
164
Cullen/Frost Bankers
Texas
$577K – – –
BPCE
165
Bank Pictet & Cie (Europe)
Germany
$565K +$221K +15,648 +64%
VAS
166
Vestmark Advisory Solutions
Massachusetts
$558K +$88.1K +6,235 +19%
RJT
167
Raymond James Trust
Florida
$553K -$6.23K -441 -1%
GF
168
Gabelli Funds
New York
$523K +$56.5K +4,000 +12%
PAS
169
Park Avenue Securities
New York
$503K +$161K +11,363 +47%
PCG
170
Private Capital Group
Connecticut
$496K +$62.7K +4,436 +14%
YIH
171
Y-Intercept (HK)
Hong Kong
$488K +$488K +34,739 New
FTDI
172
First Trust Direct Indexing
Massachusetts
$487K +$487K +34,449 New
Truist Financial
173
Truist Financial
North Carolina
$475K +$34.1K +2,410 +8%
GI
174
Gradient Investments
Minnesota
$460K -$46K -4,124 -9%
NG
175
NatWest Group
United Kingdom
$445K – – –
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7
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