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UBS Group
UBS

Overview Fund Activity

319 hedge funds and large institutions have $24.6B invested in UBS Group in 2018 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 103 increasing their positions, 88 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+30
Holders Change %
+10.38%
% of All Funds
7.32%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
69
Increased
103
Reduced
88
Closed
38
Calls
$199M
Puts
$556M
Net Calls
-$357M
Net Calls Change
-$92.9M

Top Buyers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
$207M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$132M
3
AL
Appaloosa LP
New Jersey
$122M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$2.31B
5
Wells Fargo
Wells Fargo
California
$165M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$1.72B
2
Norges Bank
Norges Bank
Norway
$1.97B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.76B
4
CLOS
Compagnie Lombard Odier SCmA
Switzerland
$49.7M
5
MWA
Marshall Wace Asia
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RRAM
201
River Road Asset Management
Kentucky
$246K -$18.7K -1,061 -7%
Nomura Asset Management
202
Nomura Asset Management
Japan
$241K – – –
Lido Advisors
203
Lido Advisors
California
$238K +$238K +13,491 New
CAN
204
Claraphi Advisory Network
United States
$232K +$39.7K +2,250 +21%
S
205
SignatureFD
Georgia
$232K +$232K +13,126 New
HighTower Advisors
206
HighTower Advisors
Illinois
$230K -$93.6K -5,313 -29%
LC
207
Lourd Capital
California
$227K +$6.83K +387 +3%
CPC
208
Congress Park Capital
New York
$226K +$226K +12,800 New
SW
209
SVB Wealth
Massachusetts
$225K -$39.9K -2,258 -15%
CA
210
Calton & Associates
Florida
$223K -$12.4K -700 -5%
Geode Capital Management
211
Geode Capital Management
Massachusetts
$223K +$32.1K +1,820 +17%
ONB
212
Old National Bancorp
Indiana
$210K +$210K +11,897 New
KI
213
Koch Industries
Kansas
$208K +$208K +11,791 New
MCM
214
MAI Capital Management
Ohio
$205K – – –
AP
215
Advisor Partners
California
$201K +$201K +11,371 New
IA
216
IFP Advisors
Florida
$199K – – –
UCFA
217
United Capital Financial Advisors
Texas
$199K +$199K +11,260 New
AWA
218
Arete Wealth Advisors
Illinois
$199K +$199K +11,271 New
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$198K -$42.5K -2,409 -18%
BP
220
Ballentine Partners
Massachusetts
$196K +$196K +11,115 New
UR
221
USCA RIA
Texas
$194K +$5.25K +297 +3%
BG
222
Bahl & Gaynor
Ohio
$191K – – –
BCM
223
BTC Capital Management
Iowa
$191K +$3.77K +213 +2%
LC
224
Loews Corp
New York
$188K – – –
C
225
Cerebellum
California
$182K +$182K +10,333 New
7 8
9
10 11