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UBS Group
UBS

Overview Fund Activity

258 hedge funds and large institutions have $23.3B invested in UBS Group in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 101 increasing their positions, 77 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
-2
Holders Change %
-0.77%
% of All Funds
6.44%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
32
Increased
101
Reduced
77
Closed
30
Calls
$154M
Puts
$424M
Net Calls
-$270M
Net Calls Change
-$54.5M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$680M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.64B
3
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$658M
4
Franklin Resources
Franklin Resources
California
$1.07B
5
ED
Exane Derivatives
France
$68.1M

Top Sellers

1
Invesco
Invesco
Georgia
$523M
2
CS
Credit Suisse
Switzerland
$1.61B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$605M
4
UBS Group
UBS Group
Switzerland
$2.39B
5
BIP
Brandes Investment Partners
California
$73.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPCM
176
High Pointe Capital Management
Illinois
$274K +$25.3K +1,480 +10%
Commonwealth Equity Services
177
Commonwealth Equity Services
Massachusetts
$270K -$114K -6,645 -30%
CCA
178
Checchi Capital Advisers
California
$269K -$185K -10,792 -41%
WDL
179
Well Done LLC
Michigan
$269K +$269K +15,675 New
Assenagon Asset Management
180
Assenagon Asset Management
Luxembourg
$267K -$91.6K -5,352 -26%
JCM
181
Jacobi Capital Management
Pennsylvania
$264K – – –
SW
182
SVB Wealth
Massachusetts
$250K +$11.7K +679 +5%
First Trust Advisors
183
First Trust Advisors
Illinois
$246K +$788 +46 +0.3%
HighTower Advisors
184
HighTower Advisors
Illinois
$245K -$1.32K -77 -0.5%
CBU
185
CIBC Bank USA
Illinois
$245K -$771 -45 -0.3%
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$242K +$62.2K +3,625 +35%
Citadel Advisors
187
Citadel Advisors
Florida
$240K -$187K -10,860 -44%
Nomura Asset Management
188
Nomura Asset Management
Japan
$235K – – –
I2I
189
Insight 2811 Inc
Illinois
$233K +$8.41K +490 +4%
RCAG
190
Rehmann Capital Advisory Group
Michigan
$227K -$429 -25 -0.2%
RRAM
191
River Road Asset Management
Kentucky
$225K +$225K +13,112 New
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$212K -$2.74K -160 -1%
OTPPB
193
Ontario Teachers' Pension Plan Board
Ontario, Canada
$204K -$11.3M -661,353 -98%
RFC
194
Regions Financial Corp
Alabama
$204K -$13K -759 -6%
MCM
195
MAI Capital Management
Ohio
$198K – – –
FAAS
196
First Allied Advisory Services
California
$195K -$202K -12,295 -51%
IA
197
IFP Advisors
Florida
$191K +$8.84K +515 +5%
Geode Capital Management
198
Geode Capital Management
Massachusetts
$185K – – –
LC
199
Loews Corp
New York
$182K – – –
GIM
200
Granahan Investment Management
Massachusetts
$176K -$75.2K -4,375 -30%
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