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UBS Group
UBS

Overview Fund Activity

299 hedge funds and large institutions have $16.5B invested in UBS Group in 2019 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 88 increasing their positions, 104 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+10
Holders Change %
+3.46%
% of All Funds
5.9%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
64
Increased
88
Reduced
104
Closed
46
Calls
$313M
Puts
$458M
Net Calls
-$144M
Net Calls Change
+$54.5M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$1.64B
2
PAMU
Pictet Asset Management (UK)
United Kingdom
$311M
3
Goldman Sachs
Goldman Sachs
New York
$471M
4
GQG Partners
GQG Partners
Florida
$118M
5
CS
Credit Suisse
Switzerland
$1.3B

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.73B
2
Franklin Resources
Franklin Resources
California
$183M
3
Invesco
Invesco
Georgia
$88.2M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$164M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
WQ
251
Wealth Quarterback
New Jersey
$16.2K +$16.2K +1,287 New
FEG
252
Financial Enhancement Group
Indiana
$16K – – –
HR
253
Howe & Rusling
New York
$15K – – –
WAP
254
Wealthcare Advisory Partners
Pennsylvania
$15K – – –
WEC
255
Winslow Evans & Crocker
Massachusetts
$14K +$13.6K +1,052 +3,507%
SL
256
Savior LLC
Massachusetts
$14K +$14K +1,140 New
WB
257
West Bancorporation
Iowa
$13K +$13K +1,050 New
SIS
258
Sound Income Strategies
Florida
$12K – – –
VFA
259
Valeo Financial Advisors
Indiana
$11K +$992 +82 +10%
ZB
260
Zions Bancorporation
Utah
$11K +$5.49K +456 +100%
GWM
261
Geneos Wealth Management
Colorado
$11K +$7.5K +642 +214%
SFS
262
Sowell Financial Services
Arkansas
$10K -$4.36K -362 -30%
EIP
263
Ellis Investment Partners
Pennsylvania
$10K -$4.1K -337 -29%
Parallax Volatility Advisers
264
Parallax Volatility Advisers
California
$10K +$10K +818 New
Carson Wealth (CWM LLC)
265
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
SPIA
266
Steward Partners Investment Advisory
New York
$8K -$9.97K -862 -55%
GAM
267
Gemmer Asset Management
California
$8K -$1.34K -100 -14%
VNA
268
Valley National Advisers
Pennsylvania
$8K +$8K +608 New
ADL
269
Asset Dedication LLC
California
$8K +$8K +634 New
CA
270
Centerpoint Advisors
Massachusetts
$7K – – –
EARNEST Partners
271
EARNEST Partners
Georgia
$7K – – –
WWM
272
Willingdon Wealth Management
North Carolina
$7K +$7K +542 New
IA
273
IFP Advisors
Florida
$6K -$3.26K -274 -35%
SCA
274
Stonebridge Capital Advisors
Minnesota
$6K +$6K +450 New
CCA
275
Column Capital Advisors
Indiana
$6K +$6K +491 New
9 10
11
12 13