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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 %
WB
251
West Bancorporation
Iowa
$10K
PW
252
Price Wealth
Texas
$10K +$10K +1,093 New
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$9K
VFA
254
Valeo Financial Advisors
Indiana
$9K
ZB
255
Zions Bancorporation
Utah
$9K +$904 +102 +11%
QT
256
Quantbot Technologies
New York
$9K +$9K +976 New
TC
257
Truvestments Capital
Florida
$9K +$9K +1,069 New
WT
258
Whittier Trust
California
$8K -$27.2K -3,069 -77%
BCA
259
Berman Capital Advisors
Georgia
$7K +$6.08K +722 +662%
SL
260
Savior LLC
Massachusetts
$6K -$4.84K -509 -45%
EARNEST Partners
261
EARNEST Partners
Georgia
$5K
CA
262
Centerpoint Advisors
Massachusetts
$5K
CCA
263
Column Capital Advisors
Indiana
$5K +$693 +79 +16%
CFB
264
Cullen/Frost Bankers
Texas
$5K +$3.9K +395 +353%
LWA
265
Lenox Wealth Advisors
New York
$5K +$5K +508 New
LSA
266
Lion Street Advisors
Texas
$5K +$5K +547 New
BBHC
267
Brown Brothers Harriman & Co
New York
$5K +$5K +554 New
SIS
268
Sound Income Strategies
Florida
$4K -$4.88K -529 -55%
SCA
269
Stonebridge Capital Advisors
Minnesota
$4K
AF
270
Allworth Financial
California
$4K
FMII
271
Farmers & Merchants Investments Inc
Nebraska
$4K
TCOV
272
Trust Company of Vermont
Vermont
$4K +$3.12K +355 +355%
EWA
273
Evolution Wealth Advisors
Florida
$4K +$4K +400 New
First Manhattan
274
First Manhattan
New York
$4K +$4K +442 New
KFI
275
Key Financial Inc
Pennsylvania
$4K +$4K +456 New