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UBS Group

308 hedge funds and large institutions have $16.2B invested in UBS Group in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 105 increasing their positions, 111 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
-19
Holders Change %
-5.81%
% of All Funds
6.7%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
40
Increased
105
Reduced
111
Closed
57
Calls
$243M
Puts
$497M
Net Calls
-$254M
Net Calls Change
+$27.7M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$9K
FHA
277
First Horizon Advisors
Tennessee
$9K
Bessemer Group
278
Bessemer Group
New Jersey
$9K +$979 +86 +12%
FPFS
279
First Personal Financial Services
North Carolina
$8K
TAIM
280
TD Ameritrade Investment Management
Nebraska
$7K -$538 -44 -7%
WTC
281
WhitTier Trust Company
Nevada
$7K
EARNEST Partners
282
EARNEST Partners
Georgia
$7K
CB
283
CNB Bank
Pennsylvania
$7K +$7K +622 New
CA
284
Centerpoint Advisors
Massachusetts
$6K -$2.37K -216 -28%
FMII
285
Farmers & Merchants Investments Inc
Nebraska
$6K
SIS
286
Sound Income Strategies
Florida
$6K +$329 +29 +6%
VFA
287
Valeo Financial Advisors
Indiana
$5K -$44.6K -3,814 -90%
PMFA
288
Plante Moran Financial Advisors
Michigan
$5K -$1.7K -142 -25%
AF
289
Allworth Financial
California
$5K
FBT
290
First Bank & Trust
South Dakota
$4K +$4K +299 New
SMFS
291
Squar Milner Financial Services
California
$3K
GWM
292
Geneos Wealth Management
Colorado
$3K
AC
293
Avestar Capital
New York
$3K +$679 +76 +29%
NFG
294
Next Financial Group
Texas
$3K +$988 +84 +49%
WEC
295
Winslow Evans & Crocker
Massachusetts
$2K
PFGIA
296
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$337 -28 -25%
PFO
297
Pathstone Family Office
New Jersey
$1K
ACS
298
Archford Capital Strategies
Illinois
$1K
IFAM
299
Institutional & Family Asset Management
Colorado
$1K
Parallax Volatility Advisers
300
Parallax Volatility Advisers
California
$1K +$1K +79 New