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UBS Group
UBS

Overview Fund Activity

258 hedge funds and large institutions have $23.3B invested in UBS Group in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 101 increasing their positions, 77 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
-2
Holders Change %
-0.77%
% of All Funds
6.44%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
32
Increased
101
Reduced
77
Closed
30
Calls
$154M
Puts
$424M
Net Calls
-$270M
Net Calls Change
-$54.5M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$680M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.64B
3
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$658M
4
Franklin Resources
Franklin Resources
California
$1.07B
5
ED
Exane Derivatives
France
$68.1M

Top Sellers

1
Invesco
Invesco
Georgia
$523M
2
CS
Credit Suisse
Switzerland
$1.61B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$605M
4
UBS Group
UBS Group
Switzerland
$2.39B
5
BIP
Brandes Investment Partners
California
$73.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
201
Spot Trading
Illinois
$174K +$174K +10,135 New
DI
202
Diligent Investors
California
$172K – – –
EAM
203
Exane Asset Management
France
$154K -$4.12M -241,016 -96%
FIB
204
First Interstate Bank
Montana
$152K – – –
FCA
205
Florence Capital Advisors
New York
$132K – – –
Twin Tree Management
206
Twin Tree Management
Texas
$127K +$127K +7,389 New
JWA
207
JFS Wealth Advisors
Pennsylvania
$120K – – –
MCIA
208
Mountain Capital Investment Advisors
Colorado
$119K – – –
TA
209
Teachers Advisors
New York
$118K +$118K +6,878 New
QCG
210
Quadrant Capital Group
Ohio
$93K +$14.3K +942 +18%
AssetMark Inc
211
AssetMark Inc
California
$84K -$4.85K -284 -5%
ZB
212
Zions Bancorporation
Utah
$64K +$40.6K +2,378 +173%
SIAS
213
Shine Investment Advisory Services
Colorado
$63K -$23.2K -1,343 -27%
OIA
214
OneDigital Investment Advisors
Kansas
$63K – – –
EFSCE
215
Enterprise Financial Services Corp (EFSC)
Missouri
$59K – – –
WT
216
Whittier Trust
California
$53K – – –
EWM
217
Evercore Wealth Management
New York
$51K – – –
CFG
218
Citizens Financial Group
Rhode Island
$51K +$1.18K +69 +2%
WAM
219
Wealthspire Advisors (Maryland)
Maryland
$51K +$3.87K +227 +8%
CCM
220
Covington Capital Management
California
$46K +$46K +2,709 New
PA
221
Parallel Advisors
California
$43K -$4.93K -289 -10%
Bessemer Group
222
Bessemer Group
New Jersey
$39K +$15.2K +896 +64%
HR
223
Howe & Rusling
New York
$38K -$37.6K -2,166 -50%
ASN
224
Advisory Services Network
Georgia
$32K – – –
FPS
225
Fieldpoint Private Securities
Connecticut
$32K +$32K +1,855 New
7 8
9
10 11