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UBS Group
UBS

Overview Fund Activity

327 hedge funds and large institutions have $15.3B invested in UBS Group in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 119 increasing their positions, 102 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+12
Holders Change %
+3.81%
% of All Funds
7.09%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
50
Increased
119
Reduced
102
Closed
34
Calls
$255M
Puts
$536M
Net Calls
-$282M
Net Calls Change
-$16.6M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
$368M
2
Fidelity International
Fidelity International
Bermuda
$50.7M
3
Russell Investments Group
Russell Investments Group
United Kingdom
$66.9M
4
Fisher Asset Management
Fisher Asset Management
Washington
$623M
5
O
Ossiam
France
$23.1M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$75.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$640M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$165M
4
DZ Bank
DZ Bank
Germany
$8.42M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$399M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
176
Advisor Group
Arizona
$326K -$11.8K -971 -3%
B
177
Bellecapital
Switzerland
$318K -$47.1K -3,877 -13%
RCM
178
Riverhead Capital Management
Delaware
$315K – – –
BRWA
179
B. Riley Wealth Advisors
Florida
$308K +$3.77K +310 +1%
FCM
180
Flinton Capital Management
Pennsylvania
$286K – – –
CG
181
Caprock Group
Idaho
$276K +$27.2K +2,241 +11%
CS
182
Comerica Securities
Michigan
$273K +$34.3K +2,829 +14%
Mercer Global Advisors
183
Mercer Global Advisors
Colorado
$263K +$263K +21,753 New
EMG
184
Ellington Management Group
Connecticut
$260K +$260K +21,500 New
HT
185
HighTower Trust
Texas
$259K – – –
CP
186
Cumberland Partners
Ontario, Canada
$258K +$41.1K +3,400 +19%
FA
187
FDx Advisors
Illinois
$249K +$4.17K +344 +2%
GT
188
Greenleaf Trust
Michigan
$244K +$244K +20,188 New
CA
189
Clearstead Advisors
Ohio
$242K – – –
OC
190
Oppenheimer & Co
New York
$241K +$2.12K +175 +0.9%
SCP
191
Stamos Capital Partners
California
$241K +$241K +19,000 New
RFC
192
Regions Financial Corp
Alabama
$240K -$25.9K -2,135 -10%
Commonwealth Equity Services
193
Commonwealth Equity Services
Massachusetts
$238K -$27K -2,233 -10%
AIM
194
Axiom Investment Management
New York
$231K +$5.98K +492 +3%
Cambridge Investment Research Advisors
195
Cambridge Investment Research Advisors
Iowa
$219K +$6.33K +522 +3%
RCAG
196
Rehmann Capital Advisory Group
Michigan
$209K +$131K +10,790 +167%
CCA
197
Checchi Capital Advisers
California
$208K -$27.8K -2,293 -12%
GCA
198
Gideon Capital Advisors
New York
$203K +$5.76K +476 +3%
FCI
199
Financial Counselors Inc
Kansas
$201K -$101K -8,348 -33%
MML Investors Services
200
MML Investors Services
Massachusetts
$199K +$32.3K +2,668 +19%
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