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UBS Group
UBS

Overview Fund Activity

289 hedge funds and large institutions have $13.6B invested in UBS Group in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 114 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
-19
Holders Change %
-6.17%
% of All Funds
6.35%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
32
Increased
88
Reduced
114
Closed
51
Calls
$384M
Puts
$582M
Net Calls
-$199M
Net Calls Change
+$55.3M

Top Buyers

1
Norges Bank
Norges Bank
Norway
$1.58B
2
Dodge & Cox
Dodge & Cox
California
$1.65B
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$166M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$240M
5
Goldman Sachs
Goldman Sachs
New York
$266M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$64.7M
2
Invesco
Invesco
Georgia
$199M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$213M
4
BIP
Brandes Investment Partners
California
$44M
5
Capital Research Global Investors
Capital Research Global Investors
California
$59.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPW
201
Kore Private Wealth
New York
$140K – – –
BCM
202
Blume Capital Management
California
$136K +$136K +12,100 New
PAS
203
Park Avenue Securities
New York
$135K +$135K +11,949 New
VF
204
Virtu Financial
New York
$131K -$565K -50,158 -81%
SI
205
Stephens Inc
Arkansas
$131K -$37.9K -3,338 -22%
FA
206
FDx Advisors
Illinois
$130K -$60K -5,318 -32%
RJFSA
207
Raymond James Financial Services Advisors
Florida
$126K +$126K +11,068 New
CCP
208
Corient Capital Partners
California
$125K +$125K +11,079 New
DI
209
Diligent Investors
California
$116K -$5.63K -500 -5%
Truist Financial
210
Truist Financial
North Carolina
$116K -$1.02K -90 -0.9%
JWA
211
JFS Wealth Advisors
Pennsylvania
$116K +$9.26K +822 +9%
HA
212
Harbor Advisors
Florida
$114K – – –
Rockefeller Capital Management
213
Rockefeller Capital Management
New York
$109K +$95.9K +8,439 +729%
Boston Partners
214
Boston Partners
Massachusetts
$102K +$102K +9,038 New
FIB
215
First Interstate Bank
Montana
$101K – – –
QCG
216
Quadrant Capital Group
Ohio
$75K -$121K -11,535 -62%
CIAS
217
Capital Investment Advisory Services
North Carolina
$70K – – –
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$64K -$13.5K -1,202 -17%
AF
219
Advisornet Financial
Minnesota
$59K – – –
WPW
220
Winthrop Partners - WNY
New York
$56.8K – – –
PI
221
PEAK6 Investments
Illinois
$56K +$56K +4,957 New
TRCT
222
Tower Research Capital (TRC)
New York
$52K -$17.6K -1,551 -25%
WT
223
Whittier Trust
California
$45K – – –
PA
224
Parallel Advisors
California
$43K -$9K -788 -17%
CBT
225
Capital Bank & Trust
California
$36K +$14.8K +2,384 +70%
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9
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