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UBS Group

300 hedge funds and large institutions have $11.5B invested in UBS Group in 2020 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 106 increasing their positions, 93 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
6.63%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
55
Increased
106
Reduced
93
Closed
50
Calls
$254M
Puts
$433M
Net Calls
-$179M
Net Calls Change
-$34.9M
Name Holding Trade Value Shares
Change
Shares
Change %
APA
226
American Portfolios Advisors
New York
$48.3K -$12.1K -1,303 -20%
OSAM
227
O'Shaughnessy Asset Management
Connecticut
$44K +$5.66K +618 +15%
ASN
228
Advisory Services Network
Georgia
$41K +$778 +84 +2%
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$38K -$15.9K -1,745 -30%
KPW
230
Kore Private Wealth
New York
$38K
PCM
231
Prelude Capital Management
New York
$36K +$625 +68 +2%
BL
232
Balentine LLC
Georgia
$31K +$2.99K +327 +11%
SPIA
233
Steward Partners Investment Advisory
New York
$23K +$16.8K +1,855 +268%
FDCDDQ
234
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.8K +$1.71K +185 +9%
CWP
235
CFM Wealth Partners
Texas
$20K +$20K +2,079 New
MA
236
MUFG Americas
New York
$19K -$2.07K -218 -10%
IA
237
IFP Advisors
Florida
$19K +$14K +1,427 +283%
TRCT
238
Tower Research Capital (TRC)
New York
$18K -$212K -22,895 -92%
EFSCE
239
Enterprise Financial Services Corp (EFSC)
Missouri
$18K -$8.63K -941 -32%
SIAS
240
Shine Investment Advisory Services
Colorado
$18K
EI
241
Ellevest Inc
New York
$16K +$16K +1,755 New
BNP Paribas Financial Markets
242
BNP Paribas Financial Markets
France
$15.5K +$15.5K +1,677 New
PFGIA
243
Patriot Financial Group Insurance Agency
Massachusetts
$14K +$13.2K +1,388 +1,735%
AssetMark Inc
244
AssetMark Inc
California
$14K +$14K +1,506 New
FEG
245
Financial Enhancement Group
Indiana
$12K
WEC
246
Winslow Evans & Crocker
Massachusetts
$12K +$940 +92 +9%
CFG
247
Citizens Financial Group
Rhode Island
$11K -$9.26K -1,031 -46%
WAP
248
Wealthcare Advisory Partners
Pennsylvania
$11K
SFS
249
Sowell Financial Services
Arkansas
$11K +$3.37K +367 +44%
HR
250
Howe & Rusling
New York
$10K -$567 -62 -5%