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UBS Group

360 hedge funds and large institutions have $19.9B invested in UBS Group in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 148 increasing their positions, 111 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+14
Holders Change %
+4.05%
% of All Funds
6.28%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
47
Increased
148
Reduced
111
Closed
31
Calls
$479M
Puts
$882M
Net Calls
-$403M
Net Calls Change
-$167M
Name Holding Trade Value Shares
Change
Shares
Change %
BIC
226
Beach Investment Counsel
Pennsylvania
$271K
CBFP
227
Cedar Brook Financial Partners
Ohio
$271K +$8.86K +577 +3%
AWM
228
AE Wealth Management
Kansas
$262K +$31.4K +2,050 +14%
BRWA
229
B. Riley Wealth Advisors
Florida
$258K -$34K -2,209 -12%
Mariner
230
Mariner
Kansas
$248K +$248K +16,160 New
Commonwealth Equity Services
231
Commonwealth Equity Services
Massachusetts
$244K +$872 +57 +0.4%
BP
232
Ballentine Partners
Massachusetts
$242K +$4.23K +276 +2%
MIS
233
Morningstar Investment Services
Illinois
$241K +$46K +2,979 +24%
Prudential Financial
234
Prudential Financial
New Jersey
$240K +$736 +48 +0.3%
CA
235
Clearstead Advisors
Ohio
$239K
CAG
236
Csenge Advisory Group
Florida
$235K +$6.27K +405 +3%
GCP
237
GSA Capital Partners
United Kingdom
$235K +$235K +15,300 New
BC
238
Bridgefront Capital
Texas
$235K +$235K +15,311 New
ICP
239
Interchange Capital Partners
Pennsylvania
$228K +$86.5K +5,658 +61%
B
240
Bellecapital
Switzerland
$224K
SF
241
Synovus Financial
Georgia
$223K -$2.73K -180 -1%
RJFSA
242
Raymond James Financial Services Advisors
Florida
$220K -$64.6K -4,221 -23%
QCG
243
Quadrant Capital Group
Ohio
$219K -$11.9K -773 -5%
SRC
244
Sage Rhino Capital
California
$214K +$18.5K +1,204 +9%
BCM
245
Bayesian Capital Management
New York
$210K -$139K -9,100 -40%
TAIM
246
TD Ameritrade Investment Management
Nebraska
$205K +$54.5K +3,557 +36%
PCG
247
Private Capital Group
Connecticut
$200K +$46.9K +3,051 +31%
CFB
248
Cullen/Frost Bankers
Texas
$198K +$7.65K +500 +4%
NA
249
NewEdge Advisors
Louisiana
$195K +$214 +14 +0.1%
PA
250
Pinnacle Associates
New York
$194K +$194K +12,641 New