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UBS Group
UBS

Overview Fund Activity

367 hedge funds and large institutions have $20.7B invested in UBS Group in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 120 increasing their positions, 143 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-8
Holders Change %
-2.13%
% of All Funds
6.21%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
47
Increased
120
Reduced
143
Closed
50
Calls
$295M
Puts
$540M
Net Calls
-$245M
Net Calls Change
+$35.4M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$2.47B
2
Morgan Stanley
2
Morgan Stanley
New York
$142M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$80M
4
Royal London Asset Management
4
Royal London Asset Management
United Kingdom
$70.6M
5
DZ Bank
5
DZ Bank
Germany
$200M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$0
2
Norges Bank
2
Norges Bank
Norway
$2.4B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.22B
4
CS
4
Credit Suisse
Switzerland
$1.69B
5
Capital International Investors
5
Capital International Investors
California
$54.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
151
Trexquant Investment
Connecticut
$1.19M +$1.19M +73,622 New
MCM
152
Mitchell Capital Management
Kansas
$1.19M +$7.15K +441 +0.6%
CCM
153
Cullen Capital Management
New York
$1.16M -$23K -1,420 -2%
US Bancorp
154
US Bancorp
Minnesota
$1.14M +$94.4K +5,823 +9%
Comerica Bank
155
Comerica Bank
Texas
$1.13M -$5.48K -334 -0.5%
PFO
156
Pathstone Family Office
New Jersey
$1.13M +$53.9K +3,350 +5%
LWAC
157
Laurel Wealth Advisors (California)
California
$1.13M +$276K +17,000 +32%
SIA
158
Schechter Investment Advisors
Michigan
$1.08M -$56.8K -3,503 -5%
LOIM
159
Liberty One Investment Management
Illinois
$1.07M +$160K +10,403 +17%
CI
160
Cigna Investments
Connecticut
$1.07M +$34.4K +2,141 +3%
FFM
161
Fullerton Fund Management
Singapore
$1.03M -$554K -34,444 -35%
CAAS
162
Capital Asset Advisory Services
Michigan
$1.01M -$22.6K -1,394 -2%
S
163
swisspartners
Liechtenstein
$1.01M – – –
AAM
164
Advisors Asset Management
Colorado
$965K -$74.4K -4,586 -7%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$965K -$16.7K -1,028 -2%
YCM
166
Yousif Capital Management
Michigan
$879K -$6.41K -395 -0.7%
FHB
167
First Hawaiian Bank
Hawaii
$879K -$130 -8 -0%
FFM
168
Forum Financial Management
Illinois
$868K +$16 +1 +0%
FTDI
169
First Trust Direct Indexing
Massachusetts
$861K +$35.9K +2,213 +4%
MPPW
170
Mitchell & Pahl Private Wealth
Oklahoma
$853K +$15.7K +968 +2%
FIM
171
Freedom Investment Management
Connecticut
$844K +$844K +52,049 New
ACA
172
Atlas Capital Advisors
Wyoming
$820K – – –
GT
173
Greenleaf Trust
Michigan
$804K -$2.94K -181 -0.4%
PAG
174
Private Advisor Group
New Jersey
$800K -$229K -14,114 -22%
PP
175
PDT Partners
New York
$784K +$784K +48,361 New
5 6
7
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