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UBS Group
UBS

Overview Fund Activity

289 hedge funds and large institutions have $26.1B invested in UBS Group in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 84 increasing their positions, 93 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+31
Holders Change %
+12.02%
% of All Funds
6.56%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
63
Increased
84
Reduced
93
Closed
31
Calls
$170M
Puts
$434M
Net Calls
-$264M
Net Calls Change
+$5.96M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.32B
2
AAMU
Amundi Asset Management US
Massachusetts
$352M
3
Capital Research Global Investors
Capital Research Global Investors
California
$1.67B
4
Neuberger Berman Group
Neuberger Berman Group
New York
$85.3M
5
CLOS
Compagnie Lombard Odier SCmA
Switzerland
$115M

Top Sellers

1
Credit Agricole
Credit Agricole
France
$10.9M
2
Norges Bank
Norges Bank
Norway
$2.34B
3
ED
Exane Derivatives
France
$33.1M
4
CS
Credit Suisse
Switzerland
$1.69B
5
TIM
Thornburg Investment Management
New Mexico
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
201
Bahl & Gaynor
Ohio
$199K +$199K +10,800 New
UR
202
USCA RIA
Texas
$196K +$196K +10,672 New
LC
203
Loews Corp
New York
$195K – – –
BCM
204
BTC Capital Management
Iowa
$193K +$193K +10,567 New
First Trust Advisors
205
First Trust Advisors
Illinois
$190K -$74.3K -4,041 -28%
DI
206
Diligent Investors
California
$185K – – –
HA
207
Harbor Advisors
Florida
$183K +$183K +10,000 New
IWP
208
Icon Wealth Partners
Texas
$177K +$177K +9,612 New
GT
209
Glenmede Trust
Pennsylvania
$163K -$423K -23,119 -72%
FIB
210
First Interstate Bank
Montana
$163K – – –
FCA
211
Florence Capital Advisors
New York
$142K – – –
JWA
212
JFS Wealth Advisors
Pennsylvania
$129K – – –
Group One Trading
213
Group One Trading
Illinois
$120K +$120K +6,500 New
QCG
214
Quadrant Capital Group
Ohio
$102K -$1.2K -71 -1%
AssetMark Inc
215
AssetMark Inc
California
$98K +$7.34K +398 +8%
HFP
216
Holistic Financial Partners
Indiana
$96K +$96K +5,231 New
CG
217
Cutler Group
California
$93K -$309K -16,846 -77%
BBA
218
Braun-Bostich & Associates
Pennsylvania
$91K +$91K +4,953 New
BlackRock
219
BlackRock
New York
$85K -$2.48M -134,622 -97%
OWA
220
One Wealth Advisors
California
$80K +$80K +4,362 New
ZB
221
Zions Bancorporation
Utah
$71K +$1.66K +90 +2%
MOS
222
MGO One Seven
Ohio
$71K +$71K +3,836 New
MA
223
MUFG Americas
New York
$70K -$264K -14,344 -79%
OIA
224
OneDigital Investment Advisors
Kansas
$68K – – –
EFSCE
225
Enterprise Financial Services Corp (EFSC)
Missouri
$64K – – –
7 8
9
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