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UBS Group
UBS

Overview Fund Activity

248 hedge funds and large institutions have $17.9B invested in UBS Group in 2017 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 97 increasing their positions, 82 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-3
Holders Change %
-1.2%
% of All Funds
6.18%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
30
Increased
97
Reduced
82
Closed
31
Calls
$143M
Puts
$287M
Net Calls
-$144M
Net Calls Change
-$108M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$635M
2
Credit Agricole
2
Credit Agricole
France
$238M
3
Deutsche Bank
3
Deutsche Bank
Germany
$384M
4
DekaBank Deutsche Girozentrale
4
DekaBank Deutsche Girozentrale
Germany
$67.1M
5
Bank of America
5
Bank of America
North Carolina
$164M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.63B
2
Invesco
2
Invesco
Georgia
$583M
3
Axa
3
Axa
France
$51.8M
4
CS
4
Credit Suisse
Switzerland
$1.38B
5
Fidelity International
5
Fidelity International
Bermuda
$6.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
176
Pinnacle Associates
New York
$254K -$5.38K -337 -2%
CS
177
Comerica Securities
Michigan
$254K +$2.36K +148 +0.9%
GT
178
Greenleaf Trust
Michigan
$249K +$249K +15,582 New
EVM
179
Eaton Vance Management
Massachusetts
$229K -$812 -51 -0.4%
HighTower Advisors
180
HighTower Advisors
Illinois
$220K -$29.8K -1,859 -12%
GIM
181
Granahan Investment Management
Massachusetts
$220K +$22.9K +1,435 +12%
Nomura Asset Management
182
Nomura Asset Management
Japan
$220K +$34.5K +2,156 +19%
MWP
183
MYCIO Wealth Partners
Pennsylvania
$218K – – –
SCM
184
Shelton Capital Management
Colorado
$215K – – –
Assenagon Asset Management
185
Assenagon Asset Management
Luxembourg
$214K +$214K +13,354 New
RFC
186
Regions Financial Corp
Alabama
$209K -$35.5K -2,226 -15%
SW
187
SVB Wealth
Massachusetts
$202K -$17.5K -1,094 -8%
JCM
188
Jacobi Capital Management
Pennsylvania
$201K +$38.1K +2,458 +23%
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$197K +$4.07K +255 +2%
BNP Paribas Financial Markets
190
BNP Paribas Financial Markets
France
$197K -$152K -9,540 -44%
RCAG
191
Rehmann Capital Advisory Group
Michigan
$190K +$190K +11,896 New
FWM
192
Frontier Wealth Management
Missouri
$184K +$184K +11,546 New
CBU
193
CIBC Bank USA
Illinois
$182K +$182K +11,422 New
Geode Capital Management
194
Geode Capital Management
Massachusetts
$172K – – –
IA
195
IFP Advisors
Florida
$170K -$798 -50 -0.5%
CG
196
Cutler Group
California
$170K +$140K +8,837 +470%
LC
197
Loews Corp
New York
$169K – – –
I2I
198
Insight 2811 Inc
Illinois
$169K +$169K +10,624 New
BCM
199
BTC Capital Management
Iowa
$168K +$168K +10,567 New
KeyBank National Association
200
KeyBank National Association
Ohio
$165K +$165K +10,343 New
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