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UBS Group
UBS

Overview Fund Activity

235 hedge funds and large institutions have $16.5B invested in UBS Group in 2016 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 91 increasing their positions, 88 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-13
Holders Change %
-5.24%
% of All Funds
6.27%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.32%
New
29
Increased
91
Reduced
88
Closed
41
Calls
$123M
Puts
$145M
Net Calls
-$21.9M
Net Calls Change
-$90.5M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$2.18B
2
Norges Bank
2
Norges Bank
Norway
$2.17B
3
CLOS
3
Compagnie Lombard Odier SCmA
Switzerland
$98.3M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$170M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$453M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$462M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$703M
3
Goldman Sachs
3
Goldman Sachs
New York
$198M
4
Credit Agricole
4
Credit Agricole
France
$84M
5
Fidelity International
5
Fidelity International
Bermuda
$354M
Name Holding Trade Value Shares
Change 		Shares
Change %
Group One Trading
176
Group One Trading
Illinois
$141K +$128K +8,000 +1,000%
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$135K -$3.25M -203,879 -96%
GWM
178
Gupta Wealth Management
California
$120K +$87.5K +5,466 +270%
Creative Planning
179
Creative Planning
Kansas
$92K +$17.1K +1,069 +23%
CFG
180
Citizens Financial Group
Rhode Island
$91K +$6.7K +420 +8%
HNB
181
Huntington National Bank
Ohio
$80K -$141K -7,509 -64%
JWA
182
JFS Wealth Advisors
Pennsylvania
$80K +$3.73K +233 +5%
KT
183
Kanaly Trust
Texas
$78K -$39.5K -2,455 -34%
ST
184
Smithfield Trust
Pennsylvania
$72K +$160 +10 +0.2%
HR
185
Howe & Rusling
New York
$70K +$10.8K +674 +18%
AIG
186
American International Group
New York
$70K +$18.7K +1,171 +36%
QCG
187
Quadrant Capital Group
Ohio
$64K -$18K -1,214 -22%
FIB
188
First Interstate Bank
Montana
$58K -$54.7K -3,350 -49%
EFSCE
189
Enterprise Financial Services Corp (EFSC)
Missouri
$58K +$4.51K +284 +8%
WT
190
Whittier Trust
California
$50K – – –
ZB
191
Zions Bancorporation
Utah
$49K +$7.51K +438 +18%
EWM
192
Evercore Wealth Management
New York
$48K – – –
GXMC
193
Global X Management Company
New York
$46K +$19.4K +1,062 +73%
S
194
SignatureFD
Georgia
$46K +$27.9K +1,738 +155%
BlackRock
195
BlackRock
New York
$35K +$17.5K +1,100 +100%
BGIM
196
Brandywine Global Investment Management
Pennsylvania
$32K – – –
IA
197
IFP Advisors
Florida
$28K -$9.9K -787 -26%
RFWA
198
RPg Family Wealth Advisory
Massachusetts
$25.2K -$112 -7 -0.4%
FHA
199
First Horizon Advisors
Tennessee
$24K +$3.58K +224 +18%
MFS
200
MSI Financial Services
Massachusetts
$19K +$6.13K +388 +48%
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