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UBS Group
UBS

Overview Fund Activity

375 hedge funds and large institutions have $26.5B invested in UBS Group in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 119 increasing their positions, 142 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+8
Holders Change %
+2.18%
% of All Funds
5.93%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
55
Increased
119
Reduced
142
Closed
44
Calls
$501M
Puts
$782M
Net Calls
-$280M
Net Calls Change
+$342M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$804M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$307M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$185M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$183M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$127M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$706M
2
Barclays
Barclays
United Kingdom
-$486M
3
Capital International Investors
Capital International Investors
California
-$419M
4
Goldman Sachs
Goldman Sachs
New York
-$171M
5
DZ Bank
DZ Bank
Germany
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
201
Rehmann Capital Advisory Group
Michigan
$660K -$5.83K -297 -0.9%
OAM
202
Oppenheimer Asset Management
New York
$645K -$3.06M -156,528 -83%
LAM
203
Lingohr Asset Management
Germany
$642K -$232K -11,808 -27%
Janney Montgomery Scott
204
Janney Montgomery Scott
Pennsylvania
$640K -$676K -34,642 -51%
TRCT
205
Tower Research Capital (TRC)
New York
$538K +$518K +26,503 +2,527%
WPA
206
Winning Points Advisors
Florida
$532K +$532K +27,202 New
CCP
207
Corient Capital Partners
California
$514K +$20K +1,027 +4%
MIS
208
Morningstar Investment Services
Illinois
$509K +$113K +5,759 +28%
ONB
209
Old National Bancorp
Indiana
$505K +$40.2K +2,057 +9%
BRWA
210
B. Riley Wealth Advisors
Florida
$501K +$170K +8,689 +52%
Fisher Asset Management
211
Fisher Asset Management
Washington
$492K +$6.62K +339 +1%
BAM
212
Blueshift Asset Management
New Jersey
$486K +$486K +24,895 New
FCI
213
Financial Counselors Inc
Kansas
$483K -$9.66K -495 -2%
Cambridge Investment Research Advisors
214
Cambridge Investment Research Advisors
Iowa
$483K +$27.6K +1,412 +6%
GI
215
Gradient Investments
Minnesota
$477K -$20.6K -1,057 -4%
WFI
216
West Family Investments
California
$475K +$4.4K +225 +0.9%
PCG
217
Private Capital Group
Connecticut
$470K -$12K -614 -2%
Cetera Investment Advisers
218
Cetera Investment Advisers
Illinois
$466K -$8.83K -452 -2%
SS
219
Simplicity Solutions
Minnesota
$465K -$925K -47,381 -67%
AP
220
Advisor Partners
California
$462K -$43.2K -2,208 -9%
BEAM
221
Baker Ellis Asset Management
Washington
$459K +$219K +11,200 +91%
Wolverine Trading
222
Wolverine Trading
Illinois
$443K +$443K +22,769 New
QCG
223
Quadrant Capital Group
Ohio
$434K +$77.7K +3,978 +22%
CWAG
224
Compton Wealth Advisory Group
Virginia
$428K +$428K +21,894 New
SWM
225
Spire Wealth Management
Virginia
$421K -$55.1K -2,822 -12%
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