UBS icon

UBS Group
UBS

Overview Fund Activity

535 hedge funds and large institutions have $42.3B invested in UBS Group in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 204 increasing their positions, 187 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+11
Holders Change %
+2.1%
% of All Funds
7.76%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
63
Increased
204
Reduced
187
Closed
47
Calls
$1.42B
Puts
$781M
Net Calls
+$635M
Net Calls Change
+$207M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.29B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$878M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$308M
4
UBS Group
4
UBS Group
Switzerland
$4.32B
5
Vontobel Holding
5
Vontobel Holding
Switzerland
$453M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$2.32B
2
Goldman Sachs
2
Goldman Sachs
New York
$744M
3
Morgan Stanley
3
Morgan Stanley
New York
$354M
4
CCM
4
Causeway Capital Management
California
$0
5
DFO
5
Duquesne Family Office
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
151
Orion Portfolio Solutions
Nebraska
$4.03M +$3.59K +117 +0.1%
BCI
152
Brinker Capital Investments
Pennsylvania
$4.03M +$3.59K +117 +0.1%
MLICM
153
Metropolitan Life Insurance Company (MetLife)
New York
$3.95M -$273K -8,876 -6%
DWA
154
Dorsey Wright & Associates
California
$3.94M -$286K -9,304 -7%
USAA
155
United Services Automobile Association
Texas
$3.76M – – –
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$3.54M -$26.1K -849 -0.7%
MCM
157
Mitchell Capital Management
Kansas
$3.33M +$151K +4,927 +5%
HCMT
158
Highland Capital Management (Tennessee)
Tennessee
$3.27M -$24.9K -810 -0.8%
JAM
159
Jupiter Asset Management
United Kingdom
$3.2M -$6.12M -198,761 -66%
GS
160
GTS Securities
New York
$3.2M -$35.3K -1,150 -1%
MML Investors Services
161
MML Investors Services
Massachusetts
$3.19M +$128K +4,168 +4%
MGP
162
Metis Global Partners
California
$3.13M -$634K -20,619 -17%
EAM
163
Exane Asset Management
France
$3.12M +$3.12M +101,465 New
HCM
164
Helios Capital Management
Singapore
$3.02M – – –
AFWM
165
AMJ Financial Wealth Management
Virginia
$2.97M +$2.97M +96,552 New
US Bancorp
166
US Bancorp
Minnesota
$2.69M -$44.6K -1,452 -2%
LCM
167
Logan Capital Management
Pennsylvania
$2.69M -$211K -6,870 -7%
IAA
168
Independent Advisor Alliance
North Carolina
$2.67M -$100K -3,258 -4%
HFS
169
Hantz Financial Services
Michigan
$2.67M -$98.3K -3,200 -4%
SGDR
170
SPX Gestao de Recursos
Brazil
$2.66M +$2.66M +86,700 New
Squarepoint
171
Squarepoint
New York
$2.6M +$2.6M +84,688 New
BIC
172
Beach Investment Counsel
Pennsylvania
$2.6M – – –
CAM
173
Cresset Asset Management
Illinois
$2.6M +$223K +7,260 +9%
PBCM
174
Point Break Capital Management
Florida
$2.58M -$1.88M -61,238 -42%
TCCM
175
Timber Creek Capital Management
Massachusetts
$2.57M +$2.57M +83,591 New
5 6
7
8 9