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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 %
CAPTRUST Financial Advisors
251
CAPTRUST Financial Advisors
North Carolina
$12K -$3.04K -274 -20%
RWA
252
Ropes Wealth Advisors
Massachusetts
$12K
TC
253
Truvestments Capital
Florida
$12K
EIP
254
Ellis Investment Partners
Pennsylvania
$12K +$2.55K +246 +27%
SIS
255
Sound Income Strategies
Florida
$11K +$4.96K +434 +82%
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$9K
FMTCOCP
257
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9K
VFA
258
Valeo Financial Advisors
Indiana
$9K +$4.34K +399 +93%
IA
259
IFP Advisors
Florida
$9K +$9K +778 New
GAM
260
Gemmer Asset Management
California
$8K +$8K +697 New
WTC
261
WhitTier Trust Company
Nevada
$7K
CB
262
CNB Bank
Pennsylvania
$7K
CA
263
Centerpoint Advisors
Massachusetts
$6K
EARNEST Partners
264
EARNEST Partners
Georgia
$6K
ZB
265
Zions Bancorporation
Utah
$5K -$17.1K -1,568 -77%
FMII
266
Farmers & Merchants Investments Inc
Nebraska
$5K -$835 -72 -14%
AF
267
Allworth Financial
California
$5K
PMFA
268
Plante Moran Financial Advisors
Michigan
$5K
EWA
269
Evolution Wealth Advisors
Florida
$5K +$5K +440 New
TAIM
270
TD Ameritrade Investment Management
Nebraska
$4K -$3.17K -253 -44%
KFS
271
Kelly Financial Services
Massachusetts
$3.85K +$3.85K +340 New
BFEC
272
Benjamin F. Edwards & Company
Missouri
$3K -$8.68K -723 -74%
NFG
273
Next Financial Group
Texas
$3K -$509 -37 -15%
GWM
274
Geneos Wealth Management
Colorado
$3K
PFBT
275
Parkside Financial Bank & Trust
Missouri
$3K +$3K +250 New