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UBS Group
UBS

Overview Fund Activity

222 hedge funds and large institutions have $13.2B invested in UBS Group in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 78 increasing their positions, 88 reducing their positions, and 47 closing their positions.

Holders
222
Holders Change
-28
Holders Change %
-11.2%
% of All Funds
5.93%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
23
Increased
78
Reduced
88
Closed
47
Calls
$121M
Puts
$118M
Net Calls
+$3M
Net Calls Change
-$41.2M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$648M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$184M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$477M
4
Zurich Cantonal Bank
4
Zurich Cantonal Bank
Switzerland
$545M
5
NIMC
5
NWQ Investment Management Company
California
$29.9M

Top Sellers

1
O
1
OppenheimerFunds
New York
$0
2
CS
2
Credit Suisse
Switzerland
$1.26B
3
Macquarie Group
3
Macquarie Group
Australia
$0
4
DekaBank Deutsche Girozentrale
4
DekaBank Deutsche Girozentrale
Germany
$0
5
Fidelity International
5
Fidelity International
Bermuda
$169M
Name Market Value Shares Shares
Change 		Shares
Change %
HNB
176
Huntington National Bank
Ohio
$63K 4,633 -6,667 -59%
HR
177
Howe & Rusling
New York
$59K 4,355 -20 -0.5%
CFG
178
Citizens Financial Group
Rhode Island
$58K 4,272 -90 -2%
MA
179
MUFG Americas
New York
$56K 4,086 -32,417 -89%
Group One Trading
180
Group One Trading
Illinois
$50K 3,693 -15,182 -80%
EFSCE
181
Enterprise Financial Services Corp (EFSC)
Missouri
$47K 3,467 +232 +7%
QCG
182
Quadrant Capital Group
Ohio
$45K 3,716 -552 -13%
WT
183
Whittier Trust
California
$42K 3,118 – –
EWM
184
Evercore Wealth Management
New York
$41K 3,000 – –
FMA
185
FNY Managed Accounts
New York
$40.9K 3,000 +3,000 New
JSAM
186
J. Safra Asset Management
New York
$35K 2,605 – –
Bessemer Group
187
Bessemer Group
New Jersey
$35K 2,556 +2,556 New
DVM
188
Dreman Value Management
Florida
$34K 2,520 – –
CG
189
Cutler Group
California
$32K 2,403 +2,386 +14,035%
ZB
190
Zions Bancorporation
Utah
$30K 2,208 +349 +19%
BGIM
191
Brandywine Global Investment Management
Pennsylvania
$27K 1,950 – –
LAM
192
Lebenthal Asset Management
New York
$27K 2,000 +2,000 New
TDC
193
Thompson Davis & Co
Virginia
$24K 1,740 +5 +0.3%
KT
194
Kanaly Trust
Texas
$23K 1,701 -899 -35%
WA
195
WFG Advisors
Texas
$22K 1,606 +200 +14%
FHA
196
First Horizon Advisors
Tennessee
$20K 1,501 – –
AssetMark Inc
197
AssetMark Inc
California
$17K 1,247 -1,253 -50%
AA
198
Apriem Advisors
California
$17K 1,250 – –
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
$17K 1,245 +1,245 New
WA
200
Winfield Associates
Ohio
$15K 1,080 -20 -2%
6 7
8
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