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UBS Group
UBS

Overview Fund Activity

289 hedge funds and large institutions have $26.1B invested in UBS Group in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 84 increasing their positions, 93 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+31
Holders Change %
+12.02%
% of All Funds
6.56%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
63
Increased
84
Reduced
93
Closed
31
Calls
$170M
Puts
$434M
Net Calls
-$264M
Net Calls Change
+$5.96M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.32B
2
AAMU
Amundi Asset Management US
Massachusetts
$352M
3
Capital Research Global Investors
Capital Research Global Investors
California
$1.67B
4
Neuberger Berman Group
Neuberger Berman Group
New York
$85.3M
5
CLOS
Compagnie Lombard Odier SCmA
Switzerland
$115M

Top Sellers

1
Credit Agricole
Credit Agricole
France
$10.9M
2
Norges Bank
Norges Bank
Norway
$2.34B
3
ED
Exane Derivatives
France
$33.1M
4
CS
Credit Suisse
Switzerland
$1.69B
5
TIM
Thornburg Investment Management
New Mexico
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
176
Checchi Capital Advisers
California
$330K +$41.7K +2,267 +14%
NAMA
177
Nikko Asset Management Americas
New York
$328K – – –
CS
178
Comerica Securities
Michigan
$325K -$10.3K -558 -3%
Commonwealth Equity Services
179
Commonwealth Equity Services
Massachusetts
$311K +$21.7K +1,179 +7%
PAG
180
Private Advisor Group
New Jersey
$300K -$92.2K -4,905 -24%
HPCM
181
High Pointe Capital Management
Illinois
$294K – – –
PA
182
Pinnacle Associates
New York
$293K -$5.21K -283 -2%
JCM
183
Jacobi Capital Management
Pennsylvania
$293K – – –
I2I
184
Insight 2811 Inc
Illinois
$291K +$41.6K +2,266 +17%
RCAG
185
Rehmann Capital Advisory Group
Michigan
$277K +$34.1K +1,854 +14%
SW
186
SVB Wealth
Massachusetts
$276K +$8.05K +437 +3%
Citadel Advisors
187
Citadel Advisors
Florida
$276K +$19.2K +1,044 +7%
RRAM
188
River Road Asset Management
Kentucky
$276K +$34.8K +1,893 +14%
CA
189
Calton & Associates
Florida
$272K +$272K +13,329 New
CBU
190
CIBC Bank USA
Illinois
$262K -$1.11K -60 -0.4%
Assenagon Asset Management
191
Assenagon Asset Management
Luxembourg
$257K -$30.5K -1,655 -11%
Nomura Asset Management
192
Nomura Asset Management
Japan
$253K – – –
Northwestern Mutual Wealth Management
193
Northwestern Mutual Wealth Management
Wisconsin
$251K -$8.41K -457 -3%
LC
194
Lourd Capital
California
$230K +$230K +12,483 New
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$223K -$5.06K -275 -2%
FAAS
196
First Allied Advisory Services
California
$221K +$4.69K +257 +2%
MCM
197
MAI Capital Management
Ohio
$213K – – –
CAN
198
Claraphi Advisory Network
United States
$200K +$200K +10,900 New
IA
199
IFP Advisors
Florida
$199K -$5.95K -323 -3%
Geode Capital Management
200
Geode Capital Management
Massachusetts
$199K – – –
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8
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