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UBS Group
UBS

Overview Fund Activity

303 hedge funds and large institutions have $14.4B invested in UBS Group in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 102 increasing their positions, 119 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+3
Holders Change %
+1%
% of All Funds
6.23%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
42
Increased
102
Reduced
119
Closed
38
Calls
$341M
Puts
$571M
Net Calls
-$230M
Net Calls Change
-$50.8M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$337M
2
DZ Bank
DZ Bank
Germany
$228M
3
Norges Bank
Norges Bank
Norway
$1.84B
4
Marshall Wace
Marshall Wace
United Kingdom
$104M
5
Goldman Sachs
Goldman Sachs
New York
$315M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$1.45B
2
Dodge & Cox
Dodge & Cox
California
$1.48B
3
Deutsche Bank
Deutsche Bank
Germany
$237M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$542M
5
Fidelity International
Fidelity International
Bermuda
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
201
Cozad Asset Management
Illinois
$201K +$54.4K +4,704 +37%
VFA
202
Voya Financial Advisors
Connecticut
$199K -$13.6K -1,188 -6%
AWM
203
AE Wealth Management
Kansas
$195K +$12.9K +1,118 +7%
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$189K +$11.8K +1,021 +7%
VPIM
205
Vanguard Personalized Indexing Management
California
$186K +$186K +16,146 New
Creative Planning
206
Creative Planning
Kansas
$181K -$320K -27,811 -64%
CSS
207
Cubist Systematic Strategies
Connecticut
$179K -$261K -22,589 -59%
BP
208
Ballentine Partners
Massachusetts
$177K +$3.59K +311 +2%
PA
209
Parallel Advisors
California
$177K +$42.4K +3,690 +32%
AT
210
Arden Trust
Delaware
$177K +$70.2K +6,066 +66%
B
211
Bellecapital
Switzerland
$163K -$109K -9,500 -40%
SW
212
SVB Wealth
Massachusetts
$163K +$163K +14,135 New
FCCM
213
First City Capital Management
Georgia
$163K +$163K +14,144 New
BCM
214
Blume Capital Management
California
$162K +$13.9K +1,200 +9%
MIS
215
Morningstar Investment Services
Illinois
$161K -$10K -879 -6%
CAN
216
Claraphi Advisory Network
United States
$156K -$5.78K -500 -4%
RFC
217
Regions Financial Corp
Alabama
$153K -$16.9K -1,461 -10%
QCG
218
Quadrant Capital Group
Ohio
$150K -$361K -31,259 -71%
AA
219
Argent Advisors
Louisiana
$148K +$4.77K +415 +3%
GWMIA
220
Global Wealth Management Investment Advisory
Florida
$146K – – –
FP
221
Financial Perspectives
Minnesota
$144K – – –
CFB
222
Cullen/Frost Bankers
Texas
$143K +$137K +11,927 +2,352%
FCI
223
Financial Counselors Inc
Kansas
$142K -$12.5K -1,078 -8%
RJFSA
224
Raymond James Financial Services Advisors
Florida
$141K +$13.1K +1,138 +10%
GT
225
Glenmede Trust
Pennsylvania
$140K -$219K -19,077 -61%
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