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UBS Group
UBS

Overview Fund Activity

319 hedge funds and large institutions have $24.6B invested in UBS Group in 2018 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 103 increasing their positions, 88 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+30
Holders Change %
+10.38%
% of All Funds
7.32%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
69
Increased
103
Reduced
88
Closed
38
Calls
$199M
Puts
$556M
Net Calls
-$357M
Net Calls Change
-$92.9M

Top Buyers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
$207M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$132M
3
AL
Appaloosa LP
New Jersey
$122M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$2.31B
5
Wells Fargo
Wells Fargo
California
$165M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$1.72B
2
Norges Bank
Norges Bank
Norway
$1.97B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.76B
4
CLOS
Compagnie Lombard Odier SCmA
Switzerland
$49.7M
5
MWA
Marshall Wace Asia
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
176
Raymond James Trust
Florida
$398K +$14.5K +821 +4%
SCM
177
Stevens Capital Management
Pennsylvania
$392K -$2M -113,278 -84%
OCG
178
Opus Capital Group
Ohio
$383K – – –
RFC
179
Regions Financial Corp
Alabama
$381K +$21.1K +1,197 +6%
RCM
180
Riverhead Capital Management
Delaware
$374K – – –
CG
181
Caprock Group
Idaho
$368K +$16.8K +951 +5%
CA
182
Clearstead Advisors
Ohio
$353K -$177K -10,000 -33%
Commonwealth Equity Services
183
Commonwealth Equity Services
Massachusetts
$349K +$50.9K +2,887 +17%
CI
184
Capital International
California
$345K – – –
I2I
185
Insight 2811 Inc
Illinois
$345K +$65.6K +3,717 +23%
FCM
186
Flinton Capital Management
Pennsylvania
$340K – – –
AIM
187
Assured Investment Management
New York
$333K +$333K +18,938 New
CCA
188
Checchi Capital Advisers
California
$332K +$15.1K +856 +5%
QSS
189
Quantitative Systematic Strategies
Florida
$321K +$321K +18,164 New
CS
190
Comerica Securities
Michigan
$316K +$3.62K +205 +1%
Cambridge Investment Research Advisors
191
Cambridge Investment Research Advisors
Iowa
$308K -$68.8K -3,894 -18%
HPCM
192
High Pointe Capital Management
Illinois
$306K +$23.3K +1,320 +8%
SB
193
Suntrust Banks
Georgia
$289K +$289K +16,397 New
FCI
194
Financial Counselors Inc
Kansas
$279K +$279K +15,787 New
PA
195
Pinnacle Associates
New York
$272K -$9.05K -512 -3%
FNBT
196
FineMark National Bank & Trust
Florida
$270K +$270K +15,311 New
RCAG
197
Rehmann Capital Advisory Group
Michigan
$261K -$4.83K -274 -2%
CBU
198
CIBC Bank USA
Illinois
$251K – – –
TSS
199
Two Sigma Securities
New York
$250K +$250K +14,131 New
JCM
200
Jacobi Capital Management
Pennsylvania
$247K -$22.4K -1,289 -8%
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