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UBS Group
UBS

Overview Fund Activity

315 hedge funds and large institutions have $17B invested in UBS Group in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 109 increasing their positions, 108 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
7.03%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
56
Increased
109
Reduced
108
Closed
50
Calls
$155M
Puts
$420M
Net Calls
-$265M
Net Calls Change
+$240M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.54B
2
Dodge & Cox
2
Dodge & Cox
California
$1.61B
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$75.2M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$530M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$181M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$859M
2
Capital World Investors
2
Capital World Investors
California
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$302M
4
GQG Partners
4
GQG Partners
Florida
$0
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$437M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
176
Oppenheimer & Co
New York
$244K +$11.1K +901 +5%
CS
177
Comerica Securities
Michigan
$244K +$12.3K +996 +5%
OCG
178
Opus Capital Group
Ohio
$242K – – –
CCA
179
Checchi Capital Advisers
California
$241K -$71.9K -5,813 -23%
ONB
180
Old National Bancorp
Indiana
$240K +$4.74K +382 +2%
CSS
181
Cubist Systematic Strategies
Connecticut
$230K +$230K +18,549 New
AIM
182
Axiom Investment Management
New York
$229K +$229K +18,514 New
AAMU
183
Amundi Asset Management US
Massachusetts
$229K +$32.5K +2,622,356 +17%
RL
184
Ruffer LLP
United Kingdom
$227K +$227K +18,204 New
CP
185
Cumberland Partners
Ontario, Canada
$222K +$25.7K +2,075 +13%
Cambridge Investment Research Advisors
186
Cambridge Investment Research Advisors
Iowa
$217K +$396 +32 +0.2%
BCM
187
Bayesian Capital Management
New York
$204K +$204K +16,512 New
GCA
188
Gideon Capital Advisors
New York
$202K +$202K +16,305 New
HF
189
HRT Financial
New York
$200K +$200K +16,201 New
CAN
190
Claraphi Advisory Network
United States
$196K -$32.3K -2,600 -14%
BP
191
Ballentine Partners
Massachusetts
$195K +$46.2K +3,732 +31%
HPCM
192
High Pointe Capital Management
Illinois
$193K -$16.4K -1,330 -8%
SI
193
Stephens Inc
Arkansas
$192K +$6.24K +505 +3%
S
194
SignatureFD
Georgia
$187K -$31.1K -2,512 -14%
IWM
195
IHT Wealth Management
Illinois
$184K +$184K +14,880 New
C
196
Cerebellum
California
$184K +$184K +14,916 New
BF
197
BOK Financial
Oklahoma
$180K +$25.7K +2,075 +17%
QOP
198
Quinn Opportunity Partners
Virginia
$173K +$173K +14,000 New
MML Investors Services
199
MML Investors Services
Massachusetts
$170K +$5.14K +416 +3%
PA
200
Pinnacle Associates
New York
$167K -$29.3K -2,373 -15%
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