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UBS Group

251 hedge funds and large institutions have $17.3B invested in UBS Group in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 83 increasing their positions, 84 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+29
Holders Change %
+13.06%
% of All Funds
6.28%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.18%
New
60
Increased
83
Reduced
84
Closed
20
Calls
$168M
Puts
$205M
Net Calls
-$36.4M
Net Calls Change
-$39.4M
Name Holding Trade Value Shares
Change
Shares
Change %
RFM
226
Royal Fund Management
Florida
$18K +$18K +1,160 New
WA
227
Winfield Associates
Ohio
$17K -$159 -10 -0.9%
RWA
228
Ropes Wealth Advisors
Massachusetts
$17K
MFS
229
MSI Financial Services
Massachusetts
$17K +$3.37K +218 +25%
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$16K -$3.92K -245 -20%
WA
231
WFG Advisors
Texas
$14K -$11.3K -717 -45%
WIM
232
Westside Investment Management
California
$10.4K +$10.4K +623 New
WAM
233
Wealthspire Advisors (Maryland)
Maryland
$10K +$378 +23 +4%
Nisa Investment Advisors
234
Nisa Investment Advisors
Missouri
$9K
PCP
235
Proficio Capital Partners
Massachusetts
$9K +$7.61K +476 +547%
WC
236
Whitnell & Co
Illinois
$7K
GI
237
Gradient Investments
Minnesota
$7K +$1.51K +98 +27%
NFG
238
Next Financial Group
Texas
$6K -$1.22K -82 -17%
DVM
239
Dreman Value Management
Florida
$5K -$31.8K -2,178 -86%
YWP
240
YorkBridge Wealth Partners
New York
$5K +$5K +288 New
SIC
241
Salem Investment Counselors
North Carolina
$5K +$5K +303 New
CTC
242
Central Trust Company
Missouri
$5K +$5K +340 New
PMFA
243
Plante Moran Financial Advisors
Michigan
$4K +$1.77K +118 +79%
IWA
244
IBEX Wealth Advisors
New Jersey
$3K +$3K +160 New
AAP
245
Arax Advisory Partners
Colorado
$3K +$3K +193 New
FAN
246
Financial Advisors Network
California
$2.1K +$2.1K +129 New
GBT
247
Grove Bank & Trust
Florida
$2K +$2K +150 New
ACS
248
Archford Capital Strategies
Illinois
$1K
TWI
249
Thomas White International
Illinois
$1K
IWM
250
IHT Wealth Management
Illinois
$1K +$1K +77 New