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UBS Group
UBS

Overview Fund Activity

535 hedge funds and large institutions have $42.3B invested in UBS Group in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 204 increasing their positions, 187 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+11
Holders Change %
+2.1%
% of All Funds
7.76%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
63
Increased
204
Reduced
187
Closed
47
Calls
$1.42B
Puts
$781M
Net Calls
+$635M
Net Calls Change
+$207M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.29B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$878M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$308M
4
UBS Group
4
UBS Group
Switzerland
$4.32B
5
Vontobel Holding
5
Vontobel Holding
Switzerland
$453M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$2.32B
2
Goldman Sachs
2
Goldman Sachs
New York
$744M
3
Morgan Stanley
3
Morgan Stanley
New York
$354M
4
CCM
4
Causeway Capital Management
California
$0
5
DFO
5
Duquesne Family Office
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
176
BNP Paribas Financial Markets
France
$2.44M +$889K +28,938 +57%
MYIA
177
Mount Yale Investment Advisors
Colorado
$2.44M +$288K +9,373 +13%
ET
178
Equitable Trust
Tennessee
$2.43M +$60.5K +1,970 +3%
NG
179
NatWest Group
United Kingdom
$2.4M +$99.2K +3,229 +4%
BCM
180
Bridgeway Capital Management
Texas
$2.32M – – –
PAPAIJV
181
Paragon Associates & Paragon Associates II Joint Venture
Texas
$2.3M -$768K -25,000 -25%
GJL
182
Gendell Jeffrey L
$2.3M – – –
AW
183
Alaethes Wealth
Nevada
$2.3M -$19.1K -623 -0.8%
CCG
184
Cloverfields Capital Group
Minnesota
$2.26M +$2.26M +73,531 New
Jane Street
185
Jane Street
New York
$2.19M +$351K +11,414 +19%
SB
186
Simmons Bank
Arkansas
$2.19M +$9.89K +322 +0.5%
Toronto Dominion Bank
187
Toronto Dominion Bank
Ontario, Canada
$2.17M -$40.9M -1,331,441 -95%
FTDI
188
First Trust Direct Indexing
Massachusetts
$2.15M +$138K +4,488 +7%
S
189
SignatureFD
Georgia
$2.13M +$67.7K +2,205 +3%
CIS
190
Capital International Sarl
California
$2.12M +$333K +10,805 +19%
USGIU
191
U.S. Global Investors (USGI)
Texas
$2.09M +$599K +19,500 +40%
AA
192
Altman Advisors
Illinois
$2.07M +$31.9K +1,048 +2%
Truist Financial
193
Truist Financial
North Carolina
$2.04M -$996K -32,421 -33%
AI
194
Atria Investments
North Carolina
$2.01M -$249K -8,110 -11%
IWC
195
Integrated Wealth Concepts
Massachusetts
$2M +$11.7K +382 +0.6%
Cetera Investment Advisers
196
Cetera Investment Advisers
Illinois
$2M +$1.35M +43,800 +206%
Envestnet Portfolio Solutions
197
Envestnet Portfolio Solutions
Illinois
$1.96M -$213K -6,922 -10%
WAAG
198
Wealth Alliance Advisory Group
Kansas
$1.95M -$5.44K -177 -0.3%
Commonwealth Equity Services
199
Commonwealth Equity Services
Massachusetts
$1.94M +$875K +28,494 +82%
GT
200
Glenmede Trust
Pennsylvania
$1.91M +$1.3M +42,376 +212%
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