UBS icon

UBS Group
UBS

Overview Fund Activity

545 hedge funds and large institutions have $37.2B invested in UBS Group in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 193 increasing their positions, 203 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
-5
Holders Change %
-0.91%
% of All Funds
7.88%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
55
Increased
193
Reduced
203
Closed
56
Calls
$770M
Puts
$965M
Net Calls
-$195M
Net Calls Change
-$637M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.58B
2
Zurich Cantonal Bank
2
Zurich Cantonal Bank
Switzerland
$1.77B
3
Bank of America
3
Bank of America
North Carolina
$361M
4
Goldman Sachs
4
Goldman Sachs
New York
$640M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$424M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$2.34B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$683M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.82B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.32B
5
SIS
5
Susquehanna International Securities
Ireland
$738K
Name Holding Trade Value Shares
Change 		Shares
Change %
O
176
Ossiam
France
$2.53M +$1.24M +40,177 +96%
HFS
177
Hantz Financial Services
Michigan
$2.51M -$37.3K -1,207 -1%
BIC
178
Beach Investment Counsel
Pennsylvania
$2.5M – – –
ET
179
Equitable Trust
Tennessee
$2.37M -$31.5K -1,020 -1%
GCM
180
Graham Capital Management
Connecticut
$2.36M -$6.75M -218,455 -74%
BNP Paribas Financial Markets
181
BNP Paribas Financial Markets
France
$2.35M -$7.04M -227,742 -75%
GJL
182
Gendell Jeffrey L
$2.32M – – –
S
183
SignatureFD
Georgia
$2.3M +$59.1K +1,911 +3%
Corient Private Wealth
184
Corient Private Wealth
Florida
$2.24M +$259K +8,395 +13%
FTDI
185
First Trust Direct Indexing
Massachusetts
$2.23M -$36.1K -1,167 -2%
AW
186
Alaethes Wealth
Nevada
$2.2M -$141K -4,546 -6%
AA
187
Altman Advisors
Illinois
$2.12M +$20.7K +669 +1%
GT
188
Glenmede Trust
Pennsylvania
$2.06M +$59.7K +1,930 +3%
IWC
189
Integrated Wealth Concepts
Massachusetts
$2.03M +$14.1K +457 +0.7%
GLA
190
Great Lakes Advisors
Illinois
$1.99M +$259K +8,381 +15%
WAAG
191
Wealth Alliance Advisory Group
Kansas
$1.96M – – –
BS
192
Banco Santander
Spain
$1.95M -$255K -8,238 -12%
Truist Financial
193
Truist Financial
North Carolina
$1.93M -$21.6K -698 -1%
CL
194
Choreo LLC
Illinois
$1.9M +$97.7K +3,172 +5%
CI
195
Cigna Investments
Connecticut
$1.9M -$6.05K -196 -0.3%
LWAM
196
Legacy Wealth Asset Management
Minnesota
$1.88M +$13.5K +438 +0.7%
Cetera Investment Advisers
197
Cetera Investment Advisers
Illinois
$1.85M -$56.8K -1,836 -3%
AI
198
Atria Investments
North Carolina
$1.84M -$303K -9,813 -14%
SC
199
Syon Capital
California
$1.84M +$60.8K +1,966 +3%
CIS
200
Capital International Sarl
California
$1.84M -$182K -5,891 -9%
6 7
8
9 10