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UBS Group
UBS

Overview Fund Activity

483 hedge funds and large institutions have $31.7B invested in UBS Group in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 157 increasing their positions, 173 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+27
Holders Change %
+5.92%
% of All Funds
7.7%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
74
Increased
157
Reduced
173
Closed
45
Calls
$1.47B
Puts
$972M
Net Calls
+$495M
Net Calls Change
+$474M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$829M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.27B
3
Goldman Sachs
Goldman Sachs
New York
$1.2B
4
Norges Bank
Norges Bank
Norway
$4.4B
5
Amundi
Amundi
France
$611M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$3.38B
2
CS
Credit Suisse
Switzerland
$2.21B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$284M
4
Deutsche Bank
Deutsche Bank
Germany
$416M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
176
US Bancorp
Minnesota
$1.87M +$78.9K +3,200 +4%
AW
177
Alaethes Wealth
Nevada
$1.87M -$99.2K -4,025 -5%
PAPAIJV
178
Paragon Associates & Paragon Associates II Joint Venture
Texas
$1.85M +$616K +25,000 +50%
GJL
179
Gendell Jeffrey L
$1.85M +$1.85M +75,000 New
CAM
180
Cresset Asset Management
Illinois
$1.81M +$243K +9,870 +16%
Boston Partners
181
Boston Partners
Massachusetts
$1.79M -$475K -19,258 -21%
AI
182
Atria Investments
North Carolina
$1.75M +$87.4K +3,547 +5%
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$1.7M -$21.6K -875 -1%
AA
184
Altman Advisors
Illinois
$1.69M +$1.69M +68,482 New
WCM Investment Management
185
WCM Investment Management
California
$1.66M +$199K +8,069 +14%
SB
186
Simmons Bank
Arkansas
$1.65M +$76.5K +3,104 +5%
ACM
187
Ativo Capital Management
Illinois
$1.64M -$19.9K -809 -1%
FHB
188
First Hawaiian Bank
Hawaii
$1.63M -$5.77K -234 -0.4%
GLAM
189
Gardner Lewis Asset Management
Pennsylvania
$1.62M +$662K +26,860 +69%
CCI
190
Credit Capital Investments
New Jersey
$1.6M -$247K -10,000 -13%
Citadel Advisors
191
Citadel Advisors
Florida
$1.59M +$1.49M +60,335 +1,386%
S
192
SignatureFD
Georgia
$1.59M +$195K +7,903 +14%
WAAG
193
Wealth Alliance Advisory Group
Kansas
$1.57M – – –
CI
194
Cigna Investments
Connecticut
$1.53M -$5.88K -237 -0.4%
FTDI
195
First Trust Direct Indexing
Massachusetts
$1.44M +$85.3K +3,461 +6%
IWC
196
Integrated Wealth Concepts
Massachusetts
$1.43M -$1.28K -52 -0.1%
AWM
197
Adams Wealth Management
Utah
$1.42M +$25.6K +1,038 +2%
YCM
198
Yousif Capital Management
Michigan
$1.41M -$101K -4,110 -7%
HighTower Advisors
199
HighTower Advisors
Illinois
$1.4M +$149K +6,051 +12%
PCM
200
Pinnbrook Capital Management
New York
$1.39M +$1.39M +56,535 New
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