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UBS Group
UBS

Overview Fund Activity

260 hedge funds and large institutions have $22.7B invested in UBS Group in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 106 increasing their positions, 83 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+12
Holders Change %
+4.84%
% of All Funds
6.49%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
35
Increased
106
Reduced
83
Closed
22
Calls
$134M
Puts
$349M
Net Calls
-$215M
Net Calls Change
-$71.5M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.72B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.39B
3
CS
Credit Suisse
Switzerland
$1.69B
4
Franklin Resources
Franklin Resources
California
$981M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.46B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.47B
2
Bank of America
Bank of America
North Carolina
$116M
3
MME
Meag Munich Ergo
Germany
$0
4
Goldman Sachs
Goldman Sachs
New York
$266M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$688M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$178K +$47.8K +2,809 +37%
OC
202
Oppenheimer & Co
New York
$173K +$173K +10,209 New
HA
203
Harbor Advisors
Florida
$170K – – –
DI
204
Diligent Investors
California
$170K +$170K +10,040 New
SCM
205
Segantii Capital Management
Hong Kong
$166K +$166K +9,783 New
FIB
206
First Interstate Bank
Montana
$150K – – –
FT
207
Fiduciary Trust
Massachusetts
$136K +$136K +8,000 New
FCA
208
Florence Capital Advisors
New York
$122K -$36.4K -2,300 -23%
JWA
209
JFS Wealth Advisors
Pennsylvania
$119K -$13.3K -782 -10%
MCIA
210
Mountain Capital Investment Advisors
Colorado
$118K +$118K +6,949 New
Simplex Trading
211
Simplex Trading
Illinois
$93K -$14.9K -886 -14%
AssetMark Inc
212
AssetMark Inc
California
$88K +$64.6K +3,817 +275%
SIAS
213
Shine Investment Advisory Services
Colorado
$85K +$85K +4,990 New
HR
214
Howe & Rusling
New York
$74K – – –
QCG
215
Quadrant Capital Group
Ohio
$66K +$5.44K +426 +9%
OIA
216
OneDigital Investment Advisors
Kansas
$62K +$62K +3,675 New
EFSCE
217
Enterprise Financial Services Corp (EFSC)
Missouri
$59K – – –
BNP Paribas Financial Markets
218
BNP Paribas Financial Markets
France
$54.1K -$156K -9,162 -74%
MPWT
219
MassMutual Private Wealth & Trust
Connecticut
$53.4K +$53.4K +3,144 New
WT
220
Whittier Trust
California
$53K -$4.76K -280 -8%
EWM
221
Evercore Wealth Management
New York
$51K -$4.08K -240 -7%
CFG
222
Citizens Financial Group
Rhode Island
$50K -$18.5K -1,082 -27%
HNB
223
Huntington National Bank
Ohio
$49K +$16.9K +1,000 +53%
PA
224
Parallel Advisors
California
$49K +$29.3K +1,680 +149%
WAM
225
Wealthspire Advisors (Maryland)
Maryland
$47K +$18.5K +1,088 +65%
7 8
9
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