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UBS Group
UBS

Overview Fund Activity

312 hedge funds and large institutions have $22.9B invested in UBS Group in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 95 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+13
Holders Change %
+4.35%
% of All Funds
7.14%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
47
Increased
119
Reduced
95
Closed
33
Calls
$288M
Puts
$793M
Net Calls
-$505M
Net Calls Change
-$241M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$1.67B
2
Capital World Investors
Capital World Investors
California
$331M
3
GQG Partners
GQG Partners
Florida
$159M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$668M
5
Franklin Resources
Franklin Resources
California
$1.24B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$663M
2
Norges Bank
Norges Bank
Norway
$1.56B
3
Deutsche Bank
Deutsche Bank
Germany
$417M
4
CS
Credit Suisse
Switzerland
$1.47B
5
AL
Appaloosa LP
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
176
Clearstead Advisors
Ohio
$315K – – –
OCG
177
Opus Capital Group
Ohio
$308K -$33.9K -2,150 -10%
AP
178
Advisor Partners
California
$306K +$100K +6,359 +49%
ONB
179
Old National Bancorp
Indiana
$298K +$112K +7,123 +60%
OC
180
Oppenheimer & Co
New York
$296K +$296K +18,824 New
CS
181
Comerica Securities
Michigan
$294K +$11.1K +707 +4%
UCFA
182
United Capital Financial Advisors
Texas
$293K +$90.8K +5,781 +45%
CAN
183
Claraphi Advisory Network
United States
$289K +$11K +700 +4%
LTFS
184
Ladenburg Thalmann Financial Services
Florida
$280K -$88.6K -5,632 -24%
CWM
185
Cornerstone Wealth Management
Missouri
$280K -$116K -1,972 -29%
S
186
SignatureFD
Georgia
$277K +$86.1K +5,474 +45%
Cambridge Investment Research Advisors
187
Cambridge Investment Research Advisors
Iowa
$275K +$12.6K +803 +5%
HPCM
188
High Pointe Capital Management
Illinois
$267K – – –
CG
189
Caprock Group
Idaho
$263K -$2.16K -137 -0.8%
PA
190
Pinnacle Associates
New York
$250K +$2.99K +190 +1%
CP
191
Cumberland Partners
Ontario, Canada
$249K +$249K +15,850 New
BNP Paribas Financial Markets
192
BNP Paribas Financial Markets
France
$237K -$501K -31,850 -68%
PAG
193
Private Advisor Group
New Jersey
$236K -$42.2K -2,683 -15%
SI
194
Stephens Inc
Arkansas
$236K – – –
JCM
195
Jacobi Capital Management
Pennsylvania
$224K – – –
MML Investors Services
196
MML Investors Services
Massachusetts
$210K +$210K +13,334 New
RRAM
197
River Road Asset Management
Kentucky
$206K -$13K -830 -6%
Truist Financial
198
Truist Financial
North Carolina
$206K -$1.52K -97 -0.7%
Geode Capital Management
199
Geode Capital Management
Massachusetts
$204K -$19.8K -1,264 -9%
CBU
200
CIBC Bank USA
Illinois
$200K -$2.28K -145 -1%
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