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UBS Group

248 hedge funds and large institutions have $17.9B invested in UBS Group in 2017 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 97 increasing their positions, 82 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-3
Holders Change %
-1.2%
% of All Funds
6.18%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
30
Increased
97
Reduced
82
Closed
31
Calls
$143M
Puts
$287M
Net Calls
-$144M
Net Calls Change
-$108M
Name Holding Trade Value Shares
Change
Shares
Change %
RWA
226
Ropes Wealth Advisors
Massachusetts
$18K
TCOV
227
Trust Company of Vermont
Vermont
$18K +$18K +1,098 New
FDCDDQ
228
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.9K +$17.9K +1,122 New
WA
229
Winfield Associates
Ohio
$17K
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$16K
PCP
231
Proficio Capital Partners
Massachusetts
$15K +$5.58K +333 +59%
SQA
232
Simon Quick Advisors
New Jersey
$13K +$13K +829 New
WIM
233
Westside Investment Management
California
$11.5K +$1.84K +119 +19%
Nisa Investment Advisors
234
Nisa Investment Advisors
Missouri
$9K
Lazard Asset Management
235
Lazard Asset Management
New York
$7K +$7K +492 New
YWP
236
YorkBridge Wealth Partners
New York
$5K
TRCT
237
Tower Research Capital (TRC)
New York
$4K -$55.2K -3,323 -93%
AAP
238
Arax Advisory Partners
Colorado
$3K
C
239
Chescapmanager
Maryland
$2.27K +$2.27K +142,500 New
GBT
240
Grove Bank & Trust
Florida
$2K
ACS
241
Archford Capital Strategies
Illinois
$2K
HMS
242
Hanseatic Management Services
New Mexico
$2K +$2K +115 New
WA
243
WFG Advisors
Texas
$1K -$16.4K -838 -94%
TWI
244
Thomas White International
Illinois
$1K
IWM
245
IHT Wealth Management
Illinois
$1K
WEC
246
Winslow Evans & Crocker
Massachusetts
$480
ED
247
Exane Derivatives
France
-$12.7M -813,750 Closed
CIBC World Market
248
CIBC World Market
Ontario, Canada
-$3.62M -230,751 Closed
Legal & General Group
249
Legal & General Group
United Kingdom
-$3.12M -198,972 Closed
Capital Fund Management (CFM)
250
Capital Fund Management (CFM)
France
-$2.57M -164,031 Closed