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UBS Group
UBS

Overview Fund Activity

299 hedge funds and large institutions have $20.9B invested in UBS Group in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 111 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
-20
Holders Change %
-6.27%
% of All Funds
6.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
31
Increased
96
Reduced
111
Closed
47
Calls
$227M
Puts
$491M
Net Calls
-$264M
Net Calls Change
+$92.6M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$526M
2
CS
Credit Suisse
Switzerland
$1.54B
3
Goldman Sachs
Goldman Sachs
New York
$299M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.49B
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.45B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.51B
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.09B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$502M
4
AAMU
Amundi Asset Management US
Massachusetts
$208M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ONB
201
Old National Bancorp
Indiana
$182K -$799 -52 -0.4%
MCM
202
MAI Capital Management
Ohio
$181K +$2.77K +180 +2%
BP
203
Ballentine Partners
Massachusetts
$179K +$8.73K +570 +5%
UR
204
USCA RIA
Texas
$177K +$9.18K +600 +5%
RCAG
205
Rehmann Capital Advisory Group
Michigan
$177K -$50.6K -3,300 -22%
AWA
206
Arete Wealth Advisors
Illinois
$175K +$2.42K +158 +1%
HighTower Advisors
207
HighTower Advisors
Illinois
$171K -$31.3K -2,019 -15%
BG
208
Bahl & Gaynor
Ohio
$166K – – –
LC
209
Loews Corp
New York
$163K – – –
HA
210
Harbor Advisors
Florida
$155K – – –
IWP
211
Icon Wealth Partners
Texas
$154K +$1.09K +71 +0.7%
Fiera Capital (Canada)
212
Fiera Capital (Canada)
Quebec, Canada
$153K – – –
DI
213
Diligent Investors
California
$153K – – –
FDCDDQ
214
Federation des caisses Desjardins du Quebec
Quebec, Canada
$151K +$115K +7,471 +317%
FIB
215
First Interstate Bank
Montana
$137K – – –
Simplex Trading
216
Simplex Trading
Illinois
$132K +$132K +8,655 New
JWA
217
JFS Wealth Advisors
Pennsylvania
$124K +$16.8K +1,096 +16%
GT
218
Glenmede Trust
Pennsylvania
$121K -$15.1K -987 -11%
IA
219
IFP Advisors
Florida
$114K -$51.1K -3,346 -31%
QCG
220
Quadrant Capital Group
Ohio
$105K +$10.6K +799 +11%
WPW
221
Winthrop Partners - WNY
New York
$77.4K – – –
BBA
222
Braun-Bostich & Associates
Pennsylvania
$76K – – –
PCG
223
Private Capital Group
Connecticut
$67K +$67K +4,414 New
HNB
224
Huntington National Bank
Ohio
$66K -$14.1K -919 -18%
AssetMark Inc
225
AssetMark Inc
California
$63K -$4.79K -314 -7%
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