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UBS Group
UBS

Overview Fund Activity

312 hedge funds and large institutions have $22.9B invested in UBS Group in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 95 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+13
Holders Change %
+4.35%
% of All Funds
7.14%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
47
Increased
119
Reduced
95
Closed
33
Calls
$288M
Puts
$793M
Net Calls
-$505M
Net Calls Change
-$241M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$1.67B
2
Capital World Investors
2
Capital World Investors
California
$331M
3
GQG Partners
3
GQG Partners
Florida
$159M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$668M
5
Franklin Resources
5
Franklin Resources
California
$1.24B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$663M
2
Norges Bank
2
Norges Bank
Norway
$1.56B
3
Deutsche Bank
3
Deutsche Bank
Germany
$417M
4
CS
4
Credit Suisse
Switzerland
$1.47B
5
AL
5
Appaloosa LP
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
201
HBK Investments
Texas
$197K +$197K +12,500 New
BF
202
BOK Financial
Oklahoma
$196K +$196K +12,446 New
RhumbLine Advisers
203
RhumbLine Advisers
Massachusetts
$196K +$196K +12,450 New
BCM
204
BTC Capital Management
Iowa
$193K +$1.6K +101 +0.8%
BP
205
Ballentine Partners
Massachusetts
$189K +$5.19K +330 +3%
VF
206
Virtu Financial
New York
$186K -$247K -15,678 -57%
MCM
207
MAI Capital Management
Ohio
$185K -$141 -9 -0.1%
RCAG
208
Rehmann Capital Advisory Group
Michigan
$178K -$2.53K -161 -1%
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$175K -$46.7K -2,969 -21%
LC
210
Lourd Capital
California
$172K +$172K +10,959 New
SW
211
SVB Wealth
Massachusetts
$171K -$18.7K -1,190 -10%
BG
212
Bahl & Gaynor
Ohio
$170K – – –
Wolverine Trading
213
Wolverine Trading
Illinois
$169K -$651K -41,347 -79%
HighTower Advisors
214
HighTower Advisors
Illinois
$168K -$5.63K -358 -3%
LC
215
Loews Corp
New York
$167K – – –
DI
216
Diligent Investors
California
$165K +$7.86K +500 +5%
LSAG
217
Lake Street Advisors Group
New Hampshire
$160K +$160K +10,165 New
HA
218
Harbor Advisors
Florida
$158K – – –
Fiera Capital (Canada)
219
Fiera Capital (Canada)
Quebec, Canada
$157K – – –
CG
220
Cutler Group
California
$152K -$176K -11,200 -54%
IWP
221
Icon Wealth Partners
Texas
$151K -$5.93K -378 -4%
GT
222
Glenmede Trust
Pennsylvania
$149K +$25.5K +1,633 +21%
FIB
223
First Interstate Bank
Montana
$141K – – –
IA
224
IFP Advisors
Florida
$133K +$15.8K +1,008 +14%
FDCDDQ
225
Federation des caisses Desjardins du Quebec
Quebec, Canada
$131K -$23.6K -1,500 -15%
7 8
9
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