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UBS Group
UBS

Overview Fund Activity

375 hedge funds and large institutions have $26.5B invested in UBS Group in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 119 increasing their positions, 142 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+8
Holders Change %
+2.18%
% of All Funds
5.93%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
55
Increased
119
Reduced
142
Closed
44
Calls
$501M
Puts
$782M
Net Calls
-$280M
Net Calls Change
+$342M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$2.84B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.15B
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$185M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$189M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.8B

Top Sellers

1
UBS Group
UBS Group
Switzerland
$2.3B
2
Barclays
Barclays
United Kingdom
$0
3
Capital International Investors
Capital International Investors
California
$183M
4
Goldman Sachs
Goldman Sachs
New York
$541M
5
DZ Bank
DZ Bank
Germany
$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
151
CSS LLC
Illinois
$1.66M +$660K +33,800 +66%
MGP
152
Metis Global Partners
California
$1.66M +$1.31M +66,575 +368%
KWA
153
KCS Wealth Advisory
California
$1.59M +$289K +14,803 +22%
TI
154
Tidal Investments
Wisconsin
$1.59M -$171K -8,735 -10%
AA
155
Altman Advisors
Illinois
$1.45M +$1.45M +74,149 New
USGIU
156
U.S. Global Investors (USGI)
Texas
$1.43M -$1.64M -84,000 -54%
CCM
157
Cullen Capital Management
New York
$1.42M -$29.9M -1,528,062 -95%
MCM
158
Mitchell Capital Management
Kansas
$1.42M +$1.42M +72,706 New
TWI
159
Thomas White International
Illinois
$1.41M +$63.4K +3,245 +5%
SIA
160
Schechter Investment Advisors
Michigan
$1.37M -$414K -21,171 -23%
PFO
161
Pathstone Family Office
New Jersey
$1.31M -$35.8K -1,816 -3%
SM
162
Sciencast Management
New Jersey
$1.27M +$1.27M +68,468 New
CI
163
Cigna Investments
Connecticut
$1.27M -$87.9K -4,457 -6%
US Bancorp
164
US Bancorp
Minnesota
$1.25M -$27.6K -1,413 -2%
GC
165
Guggenheim Capital
Illinois
$1.25M -$51.1K -2,617 -4%
AAM
166
Advisors Asset Management
Colorado
$1.25M +$189K +9,663 +18%
CAAS
167
Capital Asset Advisory Services
Michigan
$1.25M +$1.25M +63,876 New
PAG
168
Private Advisor Group
New Jersey
$1.24M -$215K -10,986 -15%
Comerica Bank
169
Comerica Bank
Texas
$1.24M -$25.1K -1,401 -2%
Group One Trading
170
Group One Trading
Illinois
$1.23M +$1.23M +62,821 New
S
171
swisspartners
Liechtenstein
$1.19M -$40.2K -2,045 -3%
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$1.18M -$176K -9,016 -13%
Truist Financial
173
Truist Financial
North Carolina
$1.17M -$92.8K -4,750 -7%
LOIM
174
Liberty One Investment Management
Illinois
$1.17M -$55.5K -2,841 -5%
FI
175
Fosun International
China
$1.13M -$4.26M -256,105 -79%
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