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UBS Group

289 hedge funds and large institutions have $13.6B invested in UBS Group in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 114 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
-19
Holders Change %
-6.17%
% of All Funds
6.35%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
32
Increased
88
Reduced
114
Closed
51
Calls
$384M
Puts
$582M
Net Calls
-$199M
Net Calls Change
+$55.3M
Name Holding Trade Value Shares
Change
Shares
Change %
RCAG
226
Rehmann Capital Advisory Group
Michigan
$34.5K -$3.74K -331 -10%
ASN
227
Advisory Services Network
Georgia
$32K
AWM
228
Avior Wealth Management
Nebraska
$32K
EFSCE
229
Enterprise Financial Services Corp (EFSC)
Missouri
$32K +$3.44K +312 +12%
CFG
230
Citizens Financial Group
Rhode Island
$30K +$2.92K +255 +11%
GSWM
231
Golden State Wealth Management
California
$30K +$13.1K +1,139 +77%
CG
232
Cutler Group
California
$29K -$2.32K -206 -7%
MA
233
MUFG Americas
New York
$25K -$6.46K -573 -21%
FHA
234
Flagship Harbor Advisors
Massachusetts
$25K -$3.08K -273 -11%
FDCDDQ
235
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.5K -$67.7K -5,990 -73%
SIAS
236
Shine Investment Advisory Services
Colorado
$22K -$16.8K -1,517 -43%
WCM
237
Whitener Capital Management
North Carolina
$21K
ETI
238
Enterprise Trust & Investment
California
$20K +$20K +1,756 New
HNB
239
Huntington National Bank
Ohio
$19K -$6.53K -586 -26%
Bessemer Group
240
Bessemer Group
New Jersey
$18K +$9.11K +811 +103%
SPIA
241
Steward Partners Investment Advisory
New York
$17K -$3.4K -311 -17%
BGIM
242
Brandywine Global Investment Management
Pennsylvania
$17K
ME
243
McIlrath & Eck
Washington
$16K
BlackRock
244
BlackRock
New York
$15K -$337K -30,673 -96%
FEG
245
Financial Enhancement Group
Indiana
$15K
EW
246
Evoke Wealth
California
$14.9K +$14.9K +1,320 New
WAP
247
Wealthcare Advisory Partners
Pennsylvania
$14K +$14K +1,200 New
ACA
248
Atlas Capital Advisors
Wyoming
$14K
HR
249
Howe & Rusling
New York
$13K
SFS
250
Sowell Financial Services
Arkansas
$13K +$13K +1,192 New