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UBS Group

308 hedge funds and large institutions have $16.2B invested in UBS Group in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 105 increasing their positions, 111 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
-19
Holders Change %
-5.81%
% of All Funds
6.7%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
40
Increased
105
Reduced
111
Closed
57
Calls
$243M
Puts
$497M
Net Calls
-$254M
Net Calls Change
+$27.7M
Name Holding Trade Value Shares
Change
Shares
Change %
JWA
226
JFS Wealth Advisors
Pennsylvania
$112K
FIB
227
First Interstate Bank
Montana
$105K
FDCDDQ
228
Federation des caisses Desjardins du Quebec
Quebec, Canada
$96.7K -$2.03K -171 -2%
S
229
SignatureFD
Georgia
$81K -$22.7K -1,917 -22%
Northwestern Mutual Wealth Management
230
Northwestern Mutual Wealth Management
Wisconsin
$81K -$21.2K -1,807 -21%
CIAS
231
Capital Investment Advisory Services
North Carolina
$75K
TRCT
232
Tower Research Capital (TRC)
New York
$72K +$13.4K +1,142 +23%
AF
233
Advisornet Financial
Minnesota
$62K +$46.7K +3,955 +304%
WPW
234
Winthrop Partners - WNY
New York
$59.4K
PCG
235
Private Capital Group
Connecticut
$55K -$185K -12,008 -77%
PA
236
Parallel Advisors
California
$54K -$6.41K -540 -11%
WT
237
Whittier Trust
California
$47K
SIAS
238
Shine Investment Advisory Services
Colorado
$41K
RCAG
239
Rehmann Capital Advisory Group
Michigan
$40K -$164K -13,875 -80%
CBT
240
Capital Bank & Trust
California
$40K -$4.85K -414 -11%
AWM
241
Avior Wealth Management
Nebraska
$34K
MA
242
MUFG Americas
New York
$33K +$2.22K +188 +7%
CCM
243
Covington Capital Management
California
$32K
ASN
244
Advisory Services Network
Georgia
$32K +$11.5K +968 +56%
CG
245
Cutler Group
California
$32K +$32K +2,779 New
Twin Tree Management
246
Twin Tree Management
Texas
$31K -$521K -44,406 -94%
BBA
247
Braun-Bostich & Associates
Pennsylvania
$31K -$10.8K -914 -26%
OIA
248
OneDigital Investment Advisors
Kansas
$31K
EFSCE
249
Enterprise Financial Services Corp (EFSC)
Missouri
$30K -$17.3K -1,496 -37%
FHA
250
Flagship Harbor Advisors
Massachusetts
$29K +$1.4K +120 +5%