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UBS Group
UBS

Overview Fund Activity

299 hedge funds and large institutions have $16.5B invested in UBS Group in 2019 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 88 increasing their positions, 104 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+10
Holders Change %
+3.46%
% of All Funds
5.9%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
64
Increased
88
Reduced
104
Closed
46
Calls
$313M
Puts
$458M
Net Calls
-$144M
Net Calls Change
+$54.5M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$1.56B
2
PAMU
Pictet Asset Management (UK)
United Kingdom
+$311M
3
Goldman Sachs
Goldman Sachs
New York
+$175M
4
GQG Partners
GQG Partners
Florida
+$118M
5
CS
Credit Suisse
Switzerland
+$110M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$305M
2
Franklin Resources
Franklin Resources
California
-$180M
3
Invesco
Invesco
Georgia
-$133M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$102M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$91M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
176
Tower Research Capital (TRC)
New York
$312K +$254K +20,258 +442%
B
177
Bellecapital
Switzerland
$300K – – –
CA
178
Clearstead Advisors
Ohio
$288K +$36.1K +2,864 +14%
Commonwealth Equity Services
179
Commonwealth Equity Services
Massachusetts
$285K +$40K +3,178 +16%
QCG
180
Quadrant Capital Group
Ohio
$280K +$194K +16,044 +224%
MML Investors Services
181
MML Investors Services
Massachusetts
$274K +$79.2K +6,297 +41%
OC
182
Oppenheimer & Co
New York
$272K -$8.81K -700 -3%
American Century Companies
183
American Century Companies
Missouri
$270K +$270K +21,475 New
BPCE
184
Bank Pictet & Cie (Europe)
Germany
$266K +$266K +21,102 New
ECM
185
ExodusPoint Capital Management
New York
$260K -$172K -13,624 -40%
BP
186
BBR Partners
New York
$258K +$258K +20,539 New
Cambridge Investment Research Advisors
187
Cambridge Investment Research Advisors
Iowa
$253K +$23K +1,832 +10%
ATIA
188
American Trust Investment Advisors
New Hampshire
$250K – – –
HighTower Advisors
189
HighTower Advisors
Illinois
$244K +$81.5K +6,506 +50%
CAM
190
Cresset Asset Management
Illinois
$231K +$58.1K +4,627 +34%
SWP
191
Stratos Wealth Partners
Ohio
$231K +$231K +18,323 New
CCA
192
Checchi Capital Advisers
California
$223K -$19.3K -1,535 -8%
RFC
193
Regions Financial Corp
Alabama
$208K +$11.3K +897 +6%
PAS
194
Park Avenue Securities
New York
$202K +$51.9K +4,127 +35%
AWM
195
AE Wealth Management
Kansas
$200K +$200K +15,919 New
CCP
196
Corient Capital Partners
California
$197K +$57.3K +4,549 +41%
IWM
197
IHT Wealth Management
Illinois
$196K +$16.4K +1,308 +9%
MIS
198
Morningstar Investment Services
Illinois
$191K -$37.7K -2,994 -16%
CSS
199
Cubist Systematic Strategies
Connecticut
$184K +$184K +14,651 New
CAN
200
Claraphi Advisory Network
United States
$181K -$3.14K -250 -2%
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8
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