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UBS Group
UBS

Overview Fund Activity

327 hedge funds and large institutions have $15.3B invested in UBS Group in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 119 increasing their positions, 102 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+12
Holders Change %
+3.81%
% of All Funds
7.09%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
50
Increased
119
Reduced
102
Closed
34
Calls
$255M
Puts
$536M
Net Calls
-$282M
Net Calls Change
-$16.6M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
$368M
2
Fidelity International
Fidelity International
Bermuda
$50.7M
3
Russell Investments Group
Russell Investments Group
United Kingdom
$66.9M
4
Fisher Asset Management
Fisher Asset Management
Washington
$623M
5
O
Ossiam
France
$23.1M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$75.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$640M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$165M
4
DZ Bank
DZ Bank
Germany
$8.42M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$399M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
201
United Capital Financial Advisors
Texas
$198K +$51.7K +4,270 +35%
HPCM
202
High Pointe Capital Management
Illinois
$189K – – –
PCG
203
Private Capital Group
Connecticut
$189K +$125K +10,323 +196%
SI
204
Stephens Inc
Arkansas
$188K -$449 -37 -0.2%
BF
205
BOK Financial
Oklahoma
$188K +$11.6K +959 +7%
CAN
206
Claraphi Advisory Network
United States
$182K -$9.07K -750 -5%
OCG
207
Opus Capital Group
Ohio
$181K -$56.2K -4,630 -24%
RL
208
Ruffer LLP
United Kingdom
$174K -$46.7K -3,850 -21%
IWM
209
IHT Wealth Management
Illinois
$169K -$11.5K -951 -6%
SB
210
Suntrust Banks
Georgia
$168K +$39.9K +3,301 +31%
BP
211
Ballentine Partners
Massachusetts
$165K -$25.7K -2,120 -13%
FWCM
212
Ferguson Wellman Capital Management
Oregon
$161K -$3.55M -292,914 -96%
LC
213
Lindbrook Capital
California
$160K +$3.18K +264 +2%
CAN
214
Cetera Advisor Networks
California
$160K +$160K +13,090 New
Truist Financial
215
Truist Financial
North Carolina
$156K -$3.38K -280 -2%
PAG
216
Private Advisor Group
New Jersey
$153K +$6.74K +552 +5%
KPW
217
Kore Private Wealth
New York
$152K – – –
Verition Fund Management
218
Verition Fund Management
Connecticut
$151K +$151K +12,429 New
CBU
219
CIBC Bank USA
Illinois
$148K -$6.58K -545 -4%
MCM
220
MAI Capital Management
Ohio
$147K -$13.3K -1,095 -8%
RI
221
Ridgewood Investments
New Jersey
$145K +$145K +11,939 New
SSA
222
Schonfeld Strategic Advisors
New York
$143K +$143K +11,800 New
AP
223
Advisor Partners
California
$138K +$4.64K +384 +3%
CAM
224
Cozad Asset Management
Illinois
$135K – – –
Geode Capital Management
225
Geode Capital Management
Massachusetts
$131K – – –
7 8
9
10 11