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UBS Group
UBS

Overview Fund Activity

346 hedge funds and large institutions have $18.4B invested in UBS Group in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 143 increasing their positions, 96 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+1
Holders Change %
+0.29%
% of All Funds
6.09%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
47
Increased
143
Reduced
96
Closed
44
Calls
$383M
Puts
$619M
Net Calls
-$236M
Net Calls Change
-$93.5M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$743M
2
GQG Partners
GQG Partners
Florida
$114M
3
CS
Credit Suisse
Switzerland
$1.81B
4
Russell Investments Group
Russell Investments Group
United Kingdom
$135M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$98.4M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$2.42B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$259M
3
Dodge & Cox
Dodge & Cox
California
$1.38B
4
SCCM
Schafer Cullen Capital Management
New York
$0
5
Marshall Wace
Marshall Wace
United Kingdom
$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
176
Kestra Advisory Services
Texas
$608K +$390K +25,130 +179%
SM
177
Sciencast Management
New Jersey
$608K +$608K +37,848 New
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$602K +$346K +22,305 +135%
RJT
179
Raymond James Trust
Florida
$577K -$31K -1,995 -5%
GF
180
Gabelli Funds
New York
$575K – – –
FTDI
181
First Trust Direct Indexing
Massachusetts
$545K +$10.5K +674 +2%
Wolverine Trading
182
Wolverine Trading
Illinois
$508K +$508K +32,570 New
Fisher Asset Management
183
Fisher Asset Management
Washington
$493K -$225K -14,467 -31%
MNBTD
184
Moody National Bank Trust Division
Texas
$485K +$9.74K +628 +2%
CCIA
185
Campbell & Co Investment Adviser
Maryland
$483K -$1.02M -65,400 -68%
GI
186
Gradient Investments
Minnesota
$467K -$173K -11,152 -27%
RCAG
187
Rehmann Capital Advisory Group
Michigan
$459K -$7.1K -457 -2%
BNP Paribas Financial Markets
188
BNP Paribas Financial Markets
France
$458K +$454K +29,246 +12,288%
ONB
189
Old National Bancorp
Indiana
$440K +$237K +15,255 +117%
VF
190
Virtu Financial
New York
$436K +$436K +28,082 New
D.E. Shaw & Co
191
D.E. Shaw & Co
New York
$422K +$139K +8,987 +49%
ANI
192
American National Insurance
Texas
$421K – – –
WPA
193
Winning Points Advisors
Florida
$421K +$13.3K +857 +3%
WAS
194
Wealth Advisory Solutions
Indiana
$421K +$421K +27,089 New
CWP
195
Curated Wealth Partners
California
$418K -$48.5K -3,118 -10%
FCI
196
Financial Counselors Inc
Kansas
$402K +$229K +14,759 +133%
LIM
197
Longfellow Investment Management
Massachusetts
$400K – – –
PFO
198
Pathstone Family Office
New Jersey
$385K +$368K +23,644 +2,163%
AP
199
Advisor Partners
California
$377K +$6.7K +431 +2%
FA
200
FDx Advisors
Illinois
$369K +$64.1K +4,121 +21%
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