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UBS Group
UBS

Overview Fund Activity

308 hedge funds and large institutions have $16.2B invested in UBS Group in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 105 increasing their positions, 111 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
-19
Holders Change %
-5.81%
% of All Funds
6.7%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
40
Increased
105
Reduced
111
Closed
57
Calls
$243M
Puts
$497M
Net Calls
-$254M
Net Calls Change
+$27.7M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$1.61B
2
Norges Bank
Norges Bank
Norway
$1.32B
3
Invesco
Invesco
Georgia
$464M
4
BIP
Brandes Investment Partners
California
$246M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$149M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$428M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$157M
3
State Street
State Street
Massachusetts
$0
4
AAMU
Amundi Asset Management US
Massachusetts
$193M
5
Capital Research Global Investors
Capital Research Global Investors
California
$258M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
176
Cresset Asset Management
Illinois
$272K +$163K +13,731 +149%
CS
177
Comerica Securities
Michigan
$271K +$3.65K +308 +1%
SCP
178
Stamos Capital Partners
California
$262K +$35.7K +3,000 +16%
Mercer Global Advisors
179
Mercer Global Advisors
Colorado
$250K -$7.73K -652 -3%
GT
180
Greenleaf Trust
Michigan
$250K +$10.6K +894 +4%
AIC
181
Archer Investment Corporation
Indiana
$245K +$245K +20,700 New
MML Investors Services
182
MML Investors Services
Massachusetts
$244K +$49.5K +4,183 +25%
MIS
183
Morningstar Investment Services
Illinois
$239K +$239K +20,173 New
CA
184
Clearstead Advisors
Ohio
$237K – – –
Cambridge Investment Research Advisors
185
Cambridge Investment Research Advisors
Iowa
$237K +$23K +1,944 +11%
ATIA
186
American Trust Investment Advisors
New Hampshire
$235K +$235K +19,845 New
Simplex Trading
187
Simplex Trading
Illinois
$233K +$233K +19,677 New
RFC
188
Regions Financial Corp
Alabama
$232K -$2.86K -241 -1%
OC
189
Oppenheimer & Co
New York
$227K -$9.19K -774 -4%
PAG
190
Private Advisor Group
New Jersey
$220K +$71.4K +6,020 +48%
LP
191
LMR Partners
United Kingdom
$217K +$217K +18,243 New
WS
192
Wedbush Securities
California
$217K +$217K +18,334 New
QCG
193
Quadrant Capital Group
Ohio
$216K -$109K -9,416 -33%
FRM
194
Fox Run Management
Connecticut
$209K +$209K +17,619 New
Millennium Management
195
Millennium Management
New York
$205K +$205K +17,275 New
CAN
196
Cetera Advisor Networks
California
$201K +$42.5K +3,505 +27%
HF
197
HRT Financial
New York
$201K +$201K +17,001 New
FA
198
FDx Advisors
Illinois
$200K -$43.8K -3,690 -18%
FCI
199
Financial Counselors Inc
Kansas
$195K -$1.87K -158 -1%
RA
200
Rational Advisors
New York
$179K +$179K +15,070 New
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