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UBS Group
UBS

Overview Fund Activity

367 hedge funds and large institutions have $20.7B invested in UBS Group in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 120 increasing their positions, 143 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-8
Holders Change %
-2.13%
% of All Funds
6.21%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
47
Increased
120
Reduced
143
Closed
50
Calls
$295M
Puts
$540M
Net Calls
-$245M
Net Calls Change
+$35.4M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$2.47B
2
Morgan Stanley
2
Morgan Stanley
New York
$142M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$80M
4
Royal London Asset Management
4
Royal London Asset Management
United Kingdom
$70.6M
5
DZ Bank
5
DZ Bank
Germany
$200M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$0
2
Norges Bank
2
Norges Bank
Norway
$2.4B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.22B
4
CS
4
Credit Suisse
Switzerland
$1.69B
5
Capital International Investors
5
Capital International Investors
California
$54.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
201
Guggenheim Capital
Illinois
$500K -$538K -33,210 -52%
PCG
202
Private Capital Group
Connecticut
$445K +$54.4K +3,352 +14%
WPA
203
Winning Points Advisors
Florida
$441K – – –
Citadel Advisors
204
Citadel Advisors
Florida
$427K -$6.75M -415,906 -94%
Cambridge Investment Research Advisors
205
Cambridge Investment Research Advisors
Iowa
$420K +$19.4K +1,196 +5%
BCM
206
Bayesian Capital Management
New York
$418K +$418K +25,800 New
ONB
207
Old National Bancorp
Indiana
$417K -$2.34K -144 -0.6%
BRWA
208
B. Riley Wealth Advisors
Florida
$407K -$8.89K -546 -2%
BEAM
209
Baker Ellis Asset Management
Washington
$407K +$25.9K +1,600 +7%
Fisher Asset Management
210
Fisher Asset Management
Washington
$404K -$4.75K -293 -1%
FCI
211
Financial Counselors Inc
Kansas
$396K -$5.27K -325 -1%
GI
212
Gradient Investments
Minnesota
$394K -$1.98K -122 -0.5%
VT
213
Vise Technologies
New York
$375K +$158K +9,723 +73%
WFI
214
West Family Investments
California
$374K -$19.6K -1,209 -5%
AP
215
Advisor Partners
California
$365K -$17.7K -1,093 -5%
Cetera Investment Advisers
216
Cetera Investment Advisers
Illinois
$364K -$23.2K -1,428 -6%
ED
217
Exane Derivatives
France
$360K -$352K -21,925 -49%
QCG
218
Quadrant Capital Group
Ohio
$354K -$5.97K -368 -2%
SWM
219
Spire Wealth Management
Virginia
$354K +$4.04K +249 +1%
SIM
220
Studio Investment Management
Illinois
$350K +$29.1K +1,794 +9%
ATIA
221
American Trust Investment Advisors
New Hampshire
$334K – – –
KAS
222
Kestra Advisory Services
Texas
$321K +$52.9K +3,259 +20%
MYIA
223
Mount Yale Investment Advisors
Colorado
$310K +$310K +19,098 New
CG
224
Colony Group
Massachusetts
$306K -$41.5K -2,555 -12%
Commonwealth Equity Services
225
Commonwealth Equity Services
Massachusetts
$306K +$74.3K +4,585 +32%
7 8
9
10 11