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UBS Group
UBS

Overview Fund Activity

299 hedge funds and large institutions have $16.5B invested in UBS Group in 2019 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 88 increasing their positions, 104 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+10
Holders Change %
+3.46%
% of All Funds
5.9%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
64
Increased
88
Reduced
104
Closed
46
Calls
$313M
Puts
$458M
Net Calls
-$144M
Net Calls Change
+$54.5M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$1.64B
2
PAMU
Pictet Asset Management (UK)
United Kingdom
$311M
3
Goldman Sachs
Goldman Sachs
New York
$471M
4
GQG Partners
GQG Partners
Florida
$118M
5
CS
Credit Suisse
Switzerland
$1.3B

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.73B
2
Franklin Resources
Franklin Resources
California
$183M
3
Invesco
Invesco
Georgia
$88.2M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$164M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
201
Private Capital Group
Connecticut
$170K -$64.7K -5,161 -28%
FCI
202
Financial Counselors Inc
Kansas
$170K – – –
CAN
203
Cetera Advisor Networks
California
$169K -$24.7K -1,964 -13%
CG
204
Cutler Group
California
$167K +$135K +10,712 +416%
LC
205
Lindbrook Capital
California
$166K – – –
FT
206
Fiduciary Trust
Massachusetts
$164K – – –
GWMIA
207
Global Wealth Management Investment Advisory
Florida
$160K +$160K +12,689 New
RI
208
Ridgewood Investments
New Jersey
$159K +$541 +43 +0.3%
FP
209
Financial Perspectives
Minnesota
$157K +$157K +12,500 New
Squarepoint
210
Squarepoint
New York
$154K -$135K -10,713 -47%
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$152K -$185K -14,742 -55%
BCM
212
Blume Capital Management
California
$152K – – –
AP
213
Advisor Partners
California
$145K +$145K +11,077 New
CAM
214
Cozad Asset Management
Illinois
$143K -$19.5K -1,550 -12%
RJFSA
215
Raymond James Financial Services Advisors
Florida
$137K -$2.18K -173 -2%
SI
216
Stephens Inc
Arkansas
$132K -$13.3K -1,058 -9%
JWA
217
JFS Wealth Advisors
Pennsylvania
$132K +$2.32K +184 +2%
PAG
218
Private Advisor Group
New Jersey
$131K +$131K +10,398 New
DI
219
Diligent Investors
California
$130K – – –
MA
220
Mutual Advisors
Nebraska
$130K +$130K +10,296 New
HA
221
Harbor Advisors
Florida
$126K – – –
Boston Partners
222
Boston Partners
Massachusetts
$114K – – –
Rockefeller Capital Management
223
Rockefeller Capital Management
New York
$111K -$10.2K -805 -8%
SIC
224
Samalin Investment Counsel
New York
$101K +$101K +8,079 New
TI
225
tru Independence
Oregon
$99K +$99K +10,700 New
7 8
9
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