UBS icon

UBS Group
UBS

Overview Fund Activity

483 hedge funds and large institutions have $31.7B invested in UBS Group in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 157 increasing their positions, 173 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+27
Holders Change %
+5.92%
% of All Funds
7.7%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
74
Increased
157
Reduced
173
Closed
45
Calls
$1.47B
Puts
$972M
Net Calls
+$495M
Net Calls Change
+$474M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$829M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.27B
3
Goldman Sachs
Goldman Sachs
New York
$1.2B
4
Norges Bank
Norges Bank
Norway
$4.4B
5
Amundi
Amundi
France
$611M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$3.38B
2
CS
Credit Suisse
Switzerland
$2.21B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$284M
4
Deutsche Bank
Deutsche Bank
Germany
$416M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
201
MML Investors Services
Massachusetts
$1.38M +$171K +6,926 +14%
MWM
202
Massachusetts Wealth Management
Massachusetts
$1.37M -$17.8K -722 -1%
MPPW
203
Mitchell & Pahl Private Wealth
Oklahoma
$1.35M +$45.8K +1,860 +4%
PAS
204
Park Avenue Securities
New York
$1.33M +$178K +7,203 +15%
FFM
205
Forum Financial Management
Illinois
$1.32M – – –
JC
206
JBF Capital
Colorado
$1.29M – – –
NG
207
NatWest Group
United Kingdom
$1.29M +$29.9K +1,212 +2%
Cerity Partners
208
Cerity Partners
New York
$1.26M +$389K +15,794 +45%
PI
209
PEAK6 Investments
Illinois
$1.25M -$1.18M -47,989 -49%
CIS
210
Capital International Sarl
California
$1.23M +$1.23M +49,663 New
LWAM
211
Legacy Wealth Asset Management
Minnesota
$1.23M -$1.7M -68,963 -58%
GT
212
Greenleaf Trust
Michigan
$1.19M +$1.87K +76 +0.2%
RhumbLine Advisers
213
RhumbLine Advisers
Massachusetts
$1.17M -$14.5K -590 -1%
NA
214
Nordwand Advisors
Pennsylvania
$1.15M – – –
Truist Financial
215
Truist Financial
North Carolina
$1.14M -$12.4K -502 -1%
SC
216
Syon Capital
California
$1.13M +$1.13M +45,675 New
SIA
217
Schechter Investment Advisors
Michigan
$1.12M -$310K -12,593 -22%
Corient Private Wealth
218
Corient Private Wealth
Florida
$1.11M -$3.02K -123 -0.3%
MIS
219
Morningstar Investment Services
Illinois
$1.08M +$55.7K +2,253 +5%
OAM
220
Oppenheimer Asset Management
New York
$1.07M -$124K -5,043 -10%
BEAM
221
Baker Ellis Asset Management
Washington
$1.06M +$27.1K +1,100 +3%
Walleye Capital
222
Walleye Capital
New York
$1.06M +$1M +40,584 +1,703%
BCM
223
BTC Capital Management
Iowa
$1.06M -$3.33K -135 -0.3%
GWM
224
Greenwich Wealth Management
Connecticut
$1.06M -$25 -1 -0%
LCGC
225
Legacy Capital Group California
California
$1.04M +$7.72K +313 +0.7%
7 8
9
10 11