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UBS Group

299 hedge funds and large institutions have $20.9B invested in UBS Group in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 111 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
-20
Holders Change %
-6.27%
% of All Funds
6.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
31
Increased
96
Reduced
111
Closed
47
Calls
$227M
Puts
$491M
Net Calls
-$264M
Net Calls Change
+$92.6M
Name Holding Trade Value Shares
Change
Shares
Change %
LFA
251
Legacy Financial Advisors
Kentucky
$21K -$1.25K -82 -6%
Bessemer Group
252
Bessemer Group
New Jersey
$20K
SSB
253
Sandy Spring Bank
Maryland
$19K
SWM
254
SeaCrest Wealth Management
New York
$19K +$210 +14 +1%
PCP
255
Proficio Capital Partners
Massachusetts
$18K -$5.63K -365 -24%
HR
256
Howe & Rusling
New York
$17K
FPFS
257
First Personal Financial Services
North Carolina
$17K
RWA
258
Ropes Wealth Advisors
Massachusetts
$17K
PC
259
Polar Capital
United Kingdom
$16.4K
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$15K -$3.9K -260 -21%
SPIA
261
Steward Partners Investment Advisory
New York
$14K +$9.38K +586 +203%
APA
262
American Portfolios Advisors
New York
$13.1K +$614 +40 +5%
FHA
263
First Horizon Advisors
Tennessee
$12K
CA
264
Centerpoint Advisors
Massachusetts
$12K
UBS AM
265
UBS AM
Illinois
$11.2K +$11.2K +730 New
GWM
266
Geneos Wealth Management
Colorado
$10K
CF
267
Centaurus Financial
California
$10K +$10K +642 New
ME
268
McIlrath & Eck
Washington
$10K +$10K +650 New
MPPLM
269
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$9K
EARNEST Partners
270
EARNEST Partners
Georgia
$9K
TWA
271
TCI Wealth Advisors
Arizona
$9K +$9K +607 New
PMFA
272
Plante Moran Financial Advisors
Michigan
$8K -$1.35K -87 -14%
FMII
273
Farmers & Merchants Investments Inc
Nebraska
$7K
AF
274
Allworth Financial
California
$6K
CCM
275
Causeway Capital Management
California
$6K