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UBS Group
UBS

Overview Fund Activity

345 hedge funds and large institutions have $18B invested in UBS Group in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 128 increasing their positions, 98 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+43
Holders Change %
+14.24%
% of All Funds
6.12%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
77
Increased
128
Reduced
98
Closed
25
Calls
$303M
Puts
$445M
Net Calls
-$142M
Net Calls Change
+$58.6M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$2.01B
2
BIP
Brandes Investment Partners
California
$247M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$207M
4
Allianz Asset Management
Allianz Asset Management
Germany
$285M
5
Goldman Sachs
Goldman Sachs
New York
$486M

Top Sellers

1
GQG Partners
GQG Partners
Florida
$242K
2
Dodge & Cox
Dodge & Cox
California
$1.29B
3
CS
Credit Suisse
Switzerland
$1.55B
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.86B
5
Bank of America
Bank of America
North Carolina
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
Luther King Capital Management (LKCM)
176
Luther King Capital Management (LKCM)
Texas
$440K +$440K +31,148 New
CIG
177
Consolidated Investment Group
Colorado
$435K – – –
MNBTD
178
Moody National Bank Trust Division
Texas
$433K +$4.64K +328 +1%
TSS
179
Two Sigma Securities
New York
$431K +$114K +8,099 +36%
EI
180
Ethic Inc
New York
$430K +$430K +30,436 New
CWP
181
Curated Wealth Partners
California
$424K +$424K +30,013 New
RCAG
182
Rehmann Capital Advisory Group
Michigan
$424K +$34.9K +2,471 +9%
M&T Bank
183
M&T Bank
New York
$385K +$11.7K +830 +3%
ANI
184
American National Insurance
Texas
$383K – – –
GCP
185
GSA Capital Partners
United Kingdom
$381K +$381K +26,998 New
WPA
186
Winning Points Advisors
Florida
$370K +$14.1K +995 +4%
BRWA
187
B. Riley Wealth Advisors
Florida
$367K -$296K -20,932 -45%
LIM
188
Longfellow Investment Management
Massachusetts
$363K +$363K +25,736 New
BCM
189
Bayesian Capital Management
New York
$353K +$353K +25,000 New
CS
190
Comerica Securities
Michigan
$351K +$2.01K +142 +0.6%
Simplex Trading
191
Simplex Trading
Illinois
$351K +$305K +21,613 +668%
AP
192
Advisor Partners
California
$337K +$26.9K +1,903 +9%
VPIM
193
Vanguard Personalized Indexing Management
California
$317K +$9.19K +651 +3%
PAG
194
Private Advisor Group
New Jersey
$316K +$316K +22,323 New
HF
195
HRT Financial
New York
$315K +$315K +22,345 New
Creative Planning
196
Creative Planning
Kansas
$311K +$25.3K +1,789 +9%
Squarepoint
197
Squarepoint
New York
$296K -$159K -11,237 -35%
OC
198
Oppenheimer & Co
New York
$296K -$51.8K -3,668 -15%
Cambridge Investment Research Advisors
199
Cambridge Investment Research Advisors
Iowa
$295K -$63.2K -4,478 -18%
S
200
SignatureFD
Georgia
$295K +$10.5K +742 +4%
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