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UBS Group
UBS

Overview Fund Activity

315 hedge funds and large institutions have $17B invested in UBS Group in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 109 increasing their positions, 108 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
7.03%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
56
Increased
109
Reduced
108
Closed
50
Calls
$155M
Puts
$420M
Net Calls
-$265M
Net Calls Change
+$240M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.54B
2
Dodge & Cox
2
Dodge & Cox
California
$1.61B
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$75.2M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$530M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$181M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$859M
2
Capital World Investors
2
Capital World Investors
California
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$302M
4
GQG Partners
4
GQG Partners
Florida
$0
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$437M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
201
MAI Capital Management
Ohio
$164K +$18.1K +1,458 +12%
Truist Financial
202
Truist Financial
North Carolina
$163K +$951 +77 +0.6%
Twin Tree Management
203
Twin Tree Management
Texas
$163K +$162K +13,116 +16,815%
Group One Trading
204
Group One Trading
Illinois
$161K -$366K -29,575 -69%
LC
205
Lindbrook Capital
California
$161K +$161K +13,027 New
CBU
206
CIBC Bank USA
Illinois
$159K +$1.13K +91 +0.7%
KPW
207
Kore Private Wealth
New York
$156K +$156K +12,584 New
RhumbLine Advisers
208
RhumbLine Advisers
Massachusetts
$154K – – –
UCFA
209
United Capital Financial Advisors
Texas
$150K -$81.5K -6,567 -35%
PAG
210
Private Advisor Group
New Jersey
$148K -$37.6K -3,040 -20%
CAM
211
Cozad Asset Management
Illinois
$138K +$138K +11,180 New
AP
212
Advisor Partners
California
$137K -$104K -8,404 -43%
Geode Capital Management
213
Geode Capital Management
Massachusetts
$134K -$26.8K -2,170 -17%
DI
214
Diligent Investors
California
$134K +$3.72K +300 +3%
TST
215
Tech Square Trading
Massachusetts
$133K +$133K +10,704 New
LC
216
Loews Corp
New York
$132K – – –
SB
217
Suntrust Banks
Georgia
$131K +$131K +10,602 New
SAM
218
Strategy Asset Managers
California
$124K -$422K -34,155 -77%
FIB
219
First Interstate Bank
Montana
$110K – – –
JWA
220
JFS Wealth Advisors
Pennsylvania
$107K +$6.56K +529 +7%
FDCDDQ
221
Federation des caisses Desjardins du Quebec
Quebec, Canada
$103K – – –
CAM
222
Cresset Asset Management
Illinois
$101K +$101K +8,186 New
Bessemer Group
223
Bessemer Group
New Jersey
$86K +$16.8K +1,364 +24%
RCAG
224
Rehmann Capital Advisory Group
Michigan
$80K -$60.5K -4,883 -43%
HNB
225
Huntington National Bank
Ohio
$68K +$87 +7 +0.1%
7 8
9
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