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UBS Group
UBS

Overview Fund Activity

234 hedge funds and large institutions have $19.4B invested in UBS Group in 2015 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 91 increasing their positions, 65 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+31
Holders Change %
+15.27%
% of All Funds
6.54%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.36%
New
63
Increased
91
Reduced
65
Closed
30
Calls
$339M
Puts
$231M
Net Calls
+$108M
Net Calls Change
-$35.1M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$2.2B
2
Dodge & Cox
2
Dodge & Cox
California
$566M
3
Zurich Cantonal Bank
3
Zurich Cantonal Bank
Switzerland
$647M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.05B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.29B

Top Sellers

1
Aviva
1
Aviva
United Kingdom
$62.8M
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$36.7M
3
Fidelity International
3
Fidelity International
Bermuda
$536M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$146M
5
UBS Group
5
UBS Group
Switzerland
$1.92B
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
176
Shelton Capital Management
Colorado
$218K – – –
ATIA
177
American Trust Investment Advisors
New Hampshire
$206K +$206K +11,130 New
HC
178
HHG & Company
Connecticut
$205K -$29.1K -1,579 -12%
EMG
179
Ellington Management Group
Connecticut
$203K +$203K +10,939 New
LC
180
Loews Corp
New York
$194K – – –
Group One Trading
181
Group One Trading
Illinois
$143K +$143K +7,700 New
KT
182
Kanaly Trust
Texas
$139K -$4.53K -244 -3%
FIB
183
First Interstate Bank
Montana
$128K +$128K +6,905 New
OA
184
OFI Advisors
Pennsylvania
$126K +$1.4K +76 +1%
JWA
185
JFS Wealth Advisors
Pennsylvania
$101K -$6.12K -330 -6%
ST
186
Smithfield Trust
Pennsylvania
$76K +$76K +4,154 New
HR
187
Howe & Rusling
New York
$68K – – –
ST
188
Spot Trading
Illinois
$65K +$65K +3,514 New
EFSCE
189
Enterprise Financial Services Corp (EFSC)
Missouri
$64K +$64K +3,448 New
WT
190
Whittier Trust
California
$58K – – –
AIG
191
American International Group
New York
$51K +$19.3K +1,050 +61%
ZB
192
Zions Bancorporation
Utah
$50K +$50K +2,533 New
S
193
SignatureFD
Georgia
$43K +$27.6K +1,506 +179%
Bessemer Group
194
Bessemer Group
New Jersey
$40K +$40K +2,167 New
Manulife (Manufacturers Life Insurance)
195
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.3K +$26.7K +1,443,015 +479%
TDC
196
Thompson Davis & Co
Virginia
$30K -$6.02K -330 -17%
SSG
197
Summit Securities Group
New York
$30K -$3.75K -200 -11%
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$26K +$26K +1,429 New
FHA
199
First Horizon Advisors
Tennessee
$23K – – –
ANBT
200
American National Bank & Trust
Texas
$20K +$20K +1,071 New
6 7
8
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