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UBS Group
UBS

Overview Fund Activity

302 hedge funds and large institutions have $14.2B invested in UBS Group in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 118 increasing their positions, 116 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-1
Holders Change %
-0.33%
% of All Funds
6.11%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
30
Increased
118
Reduced
116
Closed
30
Calls
$359M
Puts
$561M
Net Calls
-$201M
Net Calls Change
+$28.8M

Top Buyers

1
GQG Partners
1
GQG Partners
Florida
$273M
2
CS
2
Credit Suisse
Switzerland
$1.34B
3
Capital International Investors
3
Capital International Investors
California
$428M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$220M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$42.3M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$1.18B
2
Renaissance Technologies
2
Renaissance Technologies
New York
$25.3M
3
Bank of America
3
Bank of America
North Carolina
$203M
4
MWA
4
Marshall Wace Asia
Hong Kong
$8.89M
5
BBVA
5
Banco Bilbao Vizcaya Argentaria
Spain
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
176
Rehmann Capital Advisory Group
Michigan
$307K +$5.59K +501 +2%
ANI
177
American National Insurance
Texas
$302K – – –
M&T Bank
178
M&T Bank
New York
$295K -$123 -11 -0%
BIC
179
Beach Investment Counsel
Pennsylvania
$294K -$86.9K -7,800 -23%
Cambridge Investment Research Advisors
180
Cambridge Investment Research Advisors
Iowa
$283K +$39.8K +3,566 +16%
WPA
181
Winning Points Advisors
Florida
$281K +$24.9K +2,237 +10%
CS
182
Comerica Securities
Michigan
$275K -$9.29K -834 -3%
OC
183
Oppenheimer & Co
New York
$274K -$18K -1,617 -6%
BPCE
184
Bank Pictet & Cie (Europe)
Germany
$274K +$23.5K +2,092 +9%
BAM
185
Blueshift Asset Management
New Jersey
$274K +$274K +24,597 New
PAS
186
Park Avenue Securities
New York
$270K +$29.1K +2,608 +12%
TSS
187
Two Sigma Securities
New York
$250K +$250K +22,426 New
FA
188
FDx Advisors
Illinois
$245K +$2.69K +241 +1%
AP
189
Advisor Partners
California
$244K +$20.2K +1,817 +9%
VPIM
190
Vanguard Personalized Indexing Management
California
$243K +$63.1K +5,658 +35%
QOP
191
Quinn Opportunity Partners
Virginia
$229K -$89.4K -8,000 -28%
Creative Planning
192
Creative Planning
Kansas
$226K +$50.4K +4,507 +29%
S
193
SignatureFD
Georgia
$224K +$958 +86 +0.4%
KAS
194
Kestra Advisory Services
Texas
$224K +$224K +20,067 New
CAG
195
Csenge Advisory Group
Florida
$220K -$12.1K -1,047 -5%
LSAG
196
Lake Street Advisors Group
New Hampshire
$218K +$4.8K +430 +2%
CG
197
Caprock Group
Idaho
$216K +$479 +43 +0.2%
Commonwealth Equity Services
198
Commonwealth Equity Services
Massachusetts
$202K -$64.6K -5,794 -24%
OCG
199
Opus Capital Group
Ohio
$201K – – –
PTC
200
Petrus Trust Company
Texas
$199K +$199K +17,829 New
6 7
8
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