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UBS Group
UBS

Overview Fund Activity

260 hedge funds and large institutions have $22.7B invested in UBS Group in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 106 increasing their positions, 83 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+12
Holders Change %
+4.84%
% of All Funds
6.49%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
35
Increased
106
Reduced
83
Closed
22
Calls
$134M
Puts
$349M
Net Calls
-$215M
Net Calls Change
-$71.5M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.72B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.39B
3
CS
Credit Suisse
Switzerland
$1.69B
4
Franklin Resources
Franklin Resources
California
$981M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.46B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.47B
2
Bank of America
Bank of America
North Carolina
$116M
3
MME
Meag Munich Ergo
Germany
$0
4
Goldman Sachs
Goldman Sachs
New York
$266M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$688M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCG
176
Opus Capital Group
Ohio
$280K – – –
PA
177
Pinnacle Associates
New York
$273K +$3.26K +192 +1%
GT
178
Greenleaf Trust
Michigan
$272K +$7.44K +438 +3%
JCM
179
Jacobi Capital Management
Pennsylvania
$272K +$44.4K +2,535 +20%
AG
180
Advisor Group
Arizona
$256K -$35.1K -2,077 -12%
GIM
181
Granahan Investment Management
Massachusetts
$248K +$14.3K +840 +6%
HPCM
182
High Pointe Capital Management
Illinois
$247K -$47K -2,760 -16%
HighTower Advisors
183
HighTower Advisors
Illinois
$244K +$11.4K +673 +5%
First Trust Advisors
184
First Trust Advisors
Illinois
$243K -$123K -7,233 -34%
CBU
185
CIBC Bank USA
Illinois
$243K +$49.4K +2,915 +26%
SW
186
SVB Wealth
Massachusetts
$236K +$21K +1,235 +10%
MWP
187
MYCIO Wealth Partners
Pennsylvania
$234K +$2.37K +140 +1%
Nomura Asset Management
188
Nomura Asset Management
Japan
$233K – – –
Susquehanna International Group
189
Susquehanna International Group
Pennsylvania
$232K -$445K -26,237 -66%
RCAG
190
Rehmann Capital Advisory Group
Michigan
$225K +$23K +1,357 +11%
I2I
191
Insight 2811 Inc
Illinois
$222K +$41.7K +2,457 +23%
RFC
192
Regions Financial Corp
Alabama
$215K -$7.45K -439 -3%
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$213K +$3.4K +200 +2%
Truist Financial
194
Truist Financial
North Carolina
$212K -$156K -9,222 -42%
MCM
195
MAI Capital Management
Ohio
$197K +$197K +11,605 New
LFAS
196
Level Four Advisory Services
Texas
$186K -$155K -10,013 -46%
Geode Capital Management
197
Geode Capital Management
Massachusetts
$184K – – –
IA
198
IFP Advisors
Florida
$180K -$611 -36 -0.3%
LC
199
Loews Corp
New York
$180K – – –
BCM
200
BTC Capital Management
Iowa
$180K – – –
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8
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