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UBS Group
UBS

Overview Fund Activity

248 hedge funds and large institutions have $20B invested in UBS Group in 2015 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 78 increasing their positions, 90 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+14
Holders Change %
+5.98%
% of All Funds
6.51%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.39%
New
45
Increased
78
Reduced
90
Closed
28
Calls
$142M
Puts
$73.5M
Net Calls
+$68.6M
Net Calls Change
-$39.2M

Top Buyers

1
O
OppenheimerFunds
New York
$579M
2
Goldman Sachs
Goldman Sachs
New York
$431M
3
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$746M
4
Allianz Asset Management
Allianz Asset Management
Germany
$461M
5
GTP
Global Thematic Partners
New York
$142M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$0
2
CS
Credit Suisse
Switzerland
$2.18B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$828M
4
Franklin Resources
Franklin Resources
California
$121M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$814M
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
176
HHG & Company
Connecticut
$215K – – –
LC
177
Loews Corp
New York
$206K – – –
ATIA
178
American Trust Investment Advisors
New Hampshire
$205K -$11.1K -570 -5%
First Trust Advisors
179
First Trust Advisors
Illinois
$201K +$201K +10,384 New
RCM
180
Rotella Capital Management
Washington
$200K -$713K -36,438 -78%
DWT
181
Dorsey & Whitney Trust
South Dakota
$199K -$30.3K -1,564 -13%
SCM
182
Sterling Capital Management
North Carolina
$195K +$195K +10,049 New
KT
183
Kanaly Trust
Texas
$142K -$3.58K -184 -2%
FIB
184
First Interstate Bank
Montana
$134K – – –
QCG
185
Quadrant Capital Group
Ohio
$104K +$94K +4,990 +942%
CFG
186
Citizens Financial Group
Rhode Island
$102K +$102K +5,281 New
CG
187
Cutler Group
California
$95K +$95K +4,953 New
JWA
188
JFS Wealth Advisors
Pennsylvania
$92K -$13.2K -682 -13%
Creative Planning
189
Creative Planning
Kansas
$91K -$235K -12,090 -72%
ST
190
Smithfield Trust
Pennsylvania
$87K +$6.4K +330 +8%
ST
191
Spot Trading
Illinois
$75K +$6.76K +348 +10%
HR
192
Howe & Rusling
New York
$72K – – –
EFSCE
193
Enterprise Financial Services Corp (EFSC)
Missouri
$65K -$1.58K -82 -2%
AIG
194
American International Group
New York
$63K +$8.79K +449 +16%
WT
195
Whittier Trust
California
$60K – – –
EWM
196
Evercore Wealth Management
New York
$58K +$58K +3,000 New
IA
197
IFP Advisors
Florida
$58K +$58K +3,012 New
Bessemer Group
198
Bessemer Group
New Jersey
$57K +$14.8K +757 +35%
PG
199
PEAK6 Group
Illinois
$43K +$43K +2,210 New
GWM
200
Gupta Wealth Management
California
$39K +$33K +1,716 +550%
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