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UBS Group
UBS

Overview Fund Activity

250 hedge funds and large institutions have $13.5B invested in UBS Group in 2016 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 84 increasing their positions, 88 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+15
Holders Change %
+6.38%
% of All Funds
6.68%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.21%
New
45
Increased
84
Reduced
88
Closed
26
Calls
$141M
Puts
$96.5M
Net Calls
+$44.2M
Net Calls Change
+$66.2M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$428M
2
UBS Group
2
UBS Group
Switzerland
$1.94B
3
Macquarie Group
3
Macquarie Group
Australia
$116M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$119M
5
CS
5
Credit Suisse
Switzerland
$1.46B

Top Sellers

1
GTP
1
Global Thematic Partners
New York
$0
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$200M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$445M
4
Fidelity International
4
Fidelity International
Bermuda
$216M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$414M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
176
Oppenheimer & Co
New York
$185K +$185K +14,273 New
SSA
177
Schonfeld Strategic Advisors
New York
$174K +$174K +13,423 New
Wolverine Trading
178
Wolverine Trading
Illinois
$173K +$173K +13,255 New
Susquehanna International Group
179
Susquehanna International Group
Pennsylvania
$170K -$1.4M -107,972 -89%
FCI
180
Financial Counselors Inc
Kansas
$160K -$22.5K -1,737 -12%
DWT
181
Dorsey & Whitney Trust
South Dakota
$157K -$5.13K -397 -3%
Northwestern Mutual Wealth Management
182
Northwestern Mutual Wealth Management
Wisconsin
$150K +$41K +3,182 +38%
Nomura Asset Management
183
Nomura Asset Management
Japan
$150K +$150K +11,592 New
HNB
184
Huntington National Bank
Ohio
$146K +$91K +7,042 +165%
CBU
185
CIBC Bank USA
Illinois
$144K +$144K +11,135 New
Walleye Trading
186
Walleye Trading
New York
$140K -$64.5K -4,965 -32%
SB
187
Suntrust Banks
Georgia
$140K -$13.3K -1,041 -9%
LC
188
Loews Corp
New York
$138K – – –
BCM
189
BTC Capital Management
Iowa
$137K +$137K +10,476 New
RCAG
190
Rehmann Capital Advisory Group
Michigan
$135K +$135K +10,437 New
Voloridge Investment Management
191
Voloridge Investment Management
Florida
$134K +$134K +10,350 New
ATIA
192
American Trust Investment Advisors
New Hampshire
$133K -$4.16K -320 -3%
LPC
193
Loeb Partners Corp
New York
$130K – – –
JCM
194
Jacobi Capital Management
Pennsylvania
$130K +$130K +10,521 New
FIB
195
First Interstate Bank
Montana
$119K +$73.3K +5,695 +160%
IA
196
IFP Advisors
Florida
$110K +$81.2K +6,269 +282%
PG
197
PEAK6 Group
Illinois
$99K +$99K +7,614 New
Creative Planning
198
Creative Planning
Kansas
$97K +$22.3K +1,722 +30%
TRCT
199
Tower Research Capital (TRC)
New York
$93K +$91.9K +7,091 +8,342%
JWA
200
JFS Wealth Advisors
Pennsylvania
$80K +$15.2K +1,170 +23%
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