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UBS Group
UBS

Overview Fund Activity

235 hedge funds and large institutions have $16.5B invested in UBS Group in 2016 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 91 increasing their positions, 88 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-13
Holders Change %
-5.24%
% of All Funds
6.27%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.32%
New
29
Increased
91
Reduced
88
Closed
41
Calls
$123M
Puts
$145M
Net Calls
-$21.9M
Net Calls Change
-$90.5M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$2.18B
2
Norges Bank
2
Norges Bank
Norway
$2.17B
3
CLOS
3
Compagnie Lombard Odier SCmA
Switzerland
$98.3M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$170M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$453M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$462M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$703M
3
Goldman Sachs
3
Goldman Sachs
New York
$198M
4
Credit Agricole
4
Credit Agricole
France
$84M
5
Fidelity International
5
Fidelity International
Bermuda
$354M
Name Holding Trade Value Shares
Change 		Shares
Change %
TDC
201
Thompson Davis & Co
Virginia
$18K -$6.97K -430 -28%
RWA
202
Ropes Wealth Advisors
Massachusetts
$18K – – –
AssetMark Inc
203
AssetMark Inc
California
$18K +$13.8K +869 +332%
ANBT
204
American National Bank & Trust
Texas
$17K – – –
AA
205
Apriem Advisors
California
$16K – – –
WA
206
Winfield Associates
Ohio
$16K +$16K +990 New
WA
207
WFG Advisors
Texas
$14K +$4.9K +300 +54%
Federated Hermes
208
Federated Hermes
Pennsylvania
$13K +$13K +830 New
WAS
209
WESPAC Advisors SoCal
California
$12.4K +$12.4K +775 New
ASN
210
Advisory Services Network
Georgia
$11K -$486 -30 -4%
WC
211
Whitnell & Co
Illinois
$11K +$3.53K +228 +47%
SI
212
Sentry Investments
Ontario, Canada
$9.14K -$4.77K -308,000 -34%
PR
213
Payden & Rygel
California
$8K – – –
WAM
214
Wealthspire Advisors (Maryland)
Maryland
$7K -$550 -34 -7%
FMII
215
Farmers & Merchants Investments Inc
Nebraska
$7K +$316 +19 +5%
MFW
216
Mosaic Family Wealth
Missouri
$7K +$7K +437 New
Nisa Investment Advisors
217
Nisa Investment Advisors
Missouri
$7K +$7K +466 New
VIA
218
Vident Investment Advisory
Georgia
$4.61K +$4.61K +285,940 New
Macquarie Group
219
Macquarie Group
Australia
$4K +$4K +275 New
BNP Paribas Financial Markets
220
BNP Paribas Financial Markets
France
$3.36K -$160 -10 -5%
PFBT
221
Parkside Financial Bank & Trust
Missouri
$3K – – –
PSC
222
Prentiss Smith & Co
Vermont
$3K +$3K +200 New
Bessemer Group
223
Bessemer Group
New Jersey
$2K -$44K -2,797 -96%
PMFA
224
Plante Moran Financial Advisors
Michigan
$2K -$16.4K -1,220 -89%
HIIFS
225
Harel Insurance Investments & Financial Services
Israel
$2K -$667 -50 -25%
7 8
9
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