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UBS Group

248 hedge funds and large institutions have $20B invested in UBS Group in 2015 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 78 increasing their positions, 90 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+14
Holders Change %
+5.98%
% of All Funds
6.51%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.39%
New
45
Increased
78
Reduced
90
Closed
28
Calls
$142M
Puts
$73.5M
Net Calls
+$68.6M
Net Calls Change
-$39.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
226
Burt Wealth Advisors
Maryland
$8K +$8K +459 New
FPFS
227
First Personal Financial Services
North Carolina
$5K
AssetMark Inc
228
AssetMark Inc
California
$5K +$5K +262 New
BNP Paribas Financial Markets
229
BNP Paribas Financial Markets
France
$4.26K -$3.64K -188 -46%
ACS
230
Archford Capital Strategies
Illinois
$4K
HIIFS
231
Harel Insurance Investments & Financial Services
Israel
$4K +$4K +200 New
BBHC
232
Brown Brothers Harriman & Co
New York
$3K
PFBT
233
Parkside Financial Bank & Trust
Missouri
$3K
AF
234
Arrow Financial
New York
$3K +$3K +155 New
AIA
235
Allegis Investment Advisors
Idaho
$3K +$3K +175 New
LWA
236
Lenox Wealth Advisors
New York
$2K -$5.61K -320 -74%
MFBTD
237
MB Financial Bank - Trust Department
Illinois
$2K
WRM
238
Westport Resources Management
Connecticut
$2K
FNBT
239
FineMark National Bank & Trust
Florida
$2K
KCPG
240
Kavar Capital Partners Group
Kansas
$2K
TRCT
241
Tower Research Capital (TRC)
New York
$2K +$2K +84 New
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$2K +$2K +94 New
IWM
243
Integrated Wealth Management
California
$2K +$2K +106 New
SSB
244
Sandy Spring Bank
Maryland
$2K +$2K +110 New
OC
245
Oakworth Capital
Alabama
$1K
WEC
246
Winslow Evans & Crocker
Massachusetts
$582
Dodge & Cox
247
Dodge & Cox
California
-$566M -30,534,700 Closed
AIU
248
Algebris Investments (UK)
United Kingdom
-$10M -541,975 Closed
GC
249
Gratry & Company
Ohio
-$4.49M -242,445 Closed
Jane Street
250
Jane Street
New York
-$2.14M -115,789 Closed