UBS icon

UBS Group
UBS

Overview Fund Activity

303 hedge funds and large institutions have $14.4B invested in UBS Group in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 102 increasing their positions, 119 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+3
Holders Change %
+1%
% of All Funds
6.23%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
42
Increased
102
Reduced
119
Closed
38
Calls
$341M
Puts
$571M
Net Calls
-$230M
Net Calls Change
-$50.8M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$337M
2
DZ Bank
DZ Bank
Germany
$228M
3
Norges Bank
Norges Bank
Norway
$1.84B
4
Marshall Wace
Marshall Wace
United Kingdom
$104M
5
Goldman Sachs
Goldman Sachs
New York
$315M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$1.45B
2
Dodge & Cox
Dodge & Cox
California
$1.48B
3
Deutsche Bank
Deutsche Bank
Germany
$237M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$542M
5
Fidelity International
Fidelity International
Bermuda
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ANI
176
American National Insurance
Texas
$313K – – –
RCAG
177
Rehmann Capital Advisory Group
Michigan
$312K +$24.9K +2,157 +9%
BRWA
178
B. Riley Wealth Advisors
Florida
$307K -$41K -3,550 -12%
M&T Bank
179
M&T Bank
New York
$306K -$20.7K -1,791 -6%
OC
180
Oppenheimer & Co
New York
$303K +$115 +10 +0%
CS
181
Comerica Securities
Michigan
$294K -$16.7K -1,447 -5%
FIA
182
FNY Investment Advisers
New York
$282K +$282K +24,500 New
Commonwealth Equity Services
183
Commonwealth Equity Services
Massachusetts
$275K -$16.4K -1,428 -6%
OSAM
184
O'Shaughnessy Asset Management
Connecticut
$273K +$218K +18,890 +393%
WPA
185
Winning Points Advisors
Florida
$267K – – –
BPCE
186
Bank Pictet & Cie (Europe)
Germany
$257K -$5.43K -472 -2%
Cambridge Investment Research Advisors
187
Cambridge Investment Research Advisors
Iowa
$252K -$1.26K -109 -0.5%
FA
188
FDx Advisors
Illinois
$251K +$135K +11,666 +116%
PAS
189
Park Avenue Securities
New York
$249K +$35.1K +3,041 +16%
GC
190
Guggenheim Capital
Illinois
$244K -$367K -31,825 -60%
AP
191
Advisor Partners
California
$232K -$3.29K -285 -1%
S
192
SignatureFD
Georgia
$231K -$14.4K -1,250 -6%
CA
193
Clearstead Advisors
Ohio
$231K – – –
CAG
194
Csenge Advisory Group
Florida
$231K +$17.8K +1,547 +8%
CG
195
Caprock Group
Idaho
$223K +$54K +4,684 +32%
LSAG
196
Lake Street Advisors Group
New Hampshire
$220K +$55.3K +4,802 +34%
AAM
197
Advisors Asset Management
Colorado
$219K -$212K -18,289 -49%
Wolverine Trading
198
Wolverine Trading
Illinois
$210K -$395K -34,745 -65%
OCG
199
Opus Capital Group
Ohio
$208K +$33.4K +2,900 +19%
LC
200
Lindbrook Capital
California
$202K -$25.1K -2,168 -11%
6 7
8
9 10