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UBS Group
UBS

Overview Fund Activity

299 hedge funds and large institutions have $20.9B invested in UBS Group in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 111 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
-20
Holders Change %
-6.27%
% of All Funds
6.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
31
Increased
96
Reduced
111
Closed
47
Calls
$227M
Puts
$491M
Net Calls
-$264M
Net Calls Change
+$92.6M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$526M
2
CS
Credit Suisse
Switzerland
$1.54B
3
Goldman Sachs
Goldman Sachs
New York
$299M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.49B
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.45B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.51B
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.09B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$502M
4
AAMU
Amundi Asset Management US
Massachusetts
$208M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
176
Private Advisor Group
New Jersey
$270K +$270K +17,702 New
AAM
177
Advisors Asset Management
Colorado
$266K -$417K -27,180 -61%
HPCM
178
High Pointe Capital Management
Illinois
$260K -$5.52K -360 -2%
CG
179
Caprock Group
Idaho
$258K -$60.8K -3,969 -19%
Cambridge Investment Research Advisors
180
Cambridge Investment Research Advisors
Iowa
$256K -$11.4K -741 -4%
Lido Advisors
181
Lido Advisors
California
$256K +$49.8K +3,255 +24%
GCM
182
Gator Capital Management
Florida
$253K +$253K +16,500 New
FCI
183
Financial Counselors Inc
Kansas
$242K – – –
NFA
184
Nuveen Fund Advisors
Illinois
$241K -$159K -10,369 -40%
PA
185
Pinnacle Associates
New York
$241K +$4.74K +309 +2%
SB
186
Suntrust Banks
Georgia
$234K -$17.8K -1,161 -7%
SI
187
Stephens Inc
Arkansas
$231K +$231K +15,029 New
JCM
188
Jacobi Capital Management
Pennsylvania
$218K – – –
Geode Capital Management
189
Geode Capital Management
Massachusetts
$218K +$24.7K +1,614 +13%
Northwestern Mutual Wealth Management
190
Northwestern Mutual Wealth Management
Wisconsin
$216K +$43.8K +2,857 +25%
Nomura Holdings
191
Nomura Holdings
Japan
$216K +$216K +14,058 New
RRAM
192
River Road Asset Management
Kentucky
$214K – – –
Balyasny Asset Management
193
Balyasny Asset Management
Illinois
$211K -$4.67M -304,288 -96%
Truist Financial
194
Truist Financial
North Carolina
$203K +$203K +13,212 New
AP
195
Advisor Partners
California
$201K +$26.4K +1,718 +15%
CBU
196
CIBC Bank USA
Illinois
$197K -$21.2K -1,382 -10%
UCFA
197
United Capital Financial Advisors
Texas
$197K +$24.6K +1,606 +14%
BCM
198
BTC Capital Management
Iowa
$187K +$20.1K +1,299 +12%
S
199
SignatureFD
Georgia
$186K -$15.3K -998 -8%
SW
200
SVB Wealth
Massachusetts
$185K -$10.2K -665 -5%
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8
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