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UBS Group

315 hedge funds and large institutions have $17B invested in UBS Group in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 109 increasing their positions, 108 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
7.03%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
56
Increased
109
Reduced
108
Closed
50
Calls
$155M
Puts
$420M
Net Calls
-$265M
Net Calls Change
+$240M
Name Holding Trade Value Shares
Change
Shares
Change %
PCG
226
Private Capital Group
Connecticut
$65K +$7.77K +629 +14%
WPW
227
Winthrop Partners - WNY
New York
$62.2K
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$53K -$83.5K -6,799 -61%
WT
229
Whittier Trust
California
$52K
CIAS
230
Capital Investment Advisory Services
North Carolina
$52K +$52K +4,216 New
PA
231
Parallel Advisors
California
$51K +$17.7K +1,446 +53%
IA
232
IFP Advisors
Florida
$49K -$55.3K -4,487 -53%
CBT
233
Capital Bank & Trust
California
$47K -$5.62M -457,544 -99%
CG
234
Cutler Group
California
$47K -$70.3K -5,800 -60%
BBA
235
Braun-Bostich & Associates
Pennsylvania
$44K -$17.4K -1,404 -28%
SIAS
236
Shine Investment Advisory Services
Colorado
$42K
OIA
237
OneDigital Investment Advisors
Kansas
$39K +$39K +3,186 New
EFSCE
238
Enterprise Financial Services Corp (EFSC)
Missouri
$38K -$6.42K -519 -14%
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$36K +$23.5K +1,873 +187%
LC
240
Lavaca Capital
Texas
$36K +$36K +2,876 New
ER
241
Enlightenment Research
Florida
$35K +$35K +2,800 New
CCM
242
Covington Capital Management
California
$34K
FHB
243
First Hawaiian Bank
Hawaii
$34K +$50 +4 +0.1%
MA
244
MUFG Americas
New York
$33K
PCM
245
Penserra Capital Management
California
$33K +$2.7K +224 +9%
WAM
246
Wealthspire Advisors (Maryland)
Maryland
$32K -$15.9K -1,270 -33%
FHA
247
Flagship Harbor Advisors
Massachusetts
$31K -$3.43K -282 -10%
AssetMark Inc
248
AssetMark Inc
California
$29K -$20K -1,612 -41%
CFG
249
Citizens Financial Group
Rhode Island
$29K -$10.6K -869 -27%
AWM
250
Avior Wealth Management
Nebraska
$29K