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UBS Group

303 hedge funds and large institutions have $14.4B invested in UBS Group in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 102 increasing their positions, 119 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+3
Holders Change %
+1%
% of All Funds
6.23%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
42
Increased
102
Reduced
119
Closed
38
Calls
$341M
Puts
$571M
Net Calls
-$230M
Net Calls Change
-$50.8M
Name Holding Trade Value Shares
Change
Shares
Change %
SL
276
Savior LLC
Massachusetts
$7K
EARNEST Partners
277
EARNEST Partners
Georgia
$7K
MPWT
278
MassMutual Private Wealth & Trust
Connecticut
$7K +$6.91K +608 +7,600%
CA
279
Centerpoint Advisors
Massachusetts
$6K
SIS
280
Sound Income Strategies
Florida
$5K
SCA
281
Stonebridge Capital Advisors
Minnesota
$5K
FMII
282
Farmers & Merchants Investments Inc
Nebraska
$5K
First Manhattan
283
First Manhattan
New York
$5K
AF
284
Allworth Financial
California
$5K
BFEC
285
Benjamin F. Edwards & Company
Missouri
$5K +$2.22K +200 +80%
SPIA
286
Steward Partners Investment Advisory
New York
$4K -$22.2K -2,158 -85%
FCA
287
FinTrust Capital Advisors
South Carolina
$4K +$4K +306 New
Rockefeller Capital Management
288
Rockefeller Capital Management
New York
$3K -$105K -8,547 -97%
HWM
289
HighMark Wealth Management
Minnesota
$3K
GWM
290
Geneos Wealth Management
Colorado
$3K
BNP Paribas Financial Markets
291
BNP Paribas Financial Markets
France
$2.24K -$17.1K -1,483 -88%
AssetMark Inc
292
AssetMark Inc
California
$2K -$21K -1,375 -91%
TAIM
293
TD Ameritrade Investment Management
Nebraska
$2K
BAM
294
Bellevue Asset Management
Washington
$2K +$2K +171 New
LWA
295
Lenox Wealth Advisors
New York
$1K -$7.19K -446 -88%
EW
296
Evoke Wealth
California
$1K -$260 -26 -21%
GRP
297
Global Retirement Partners
California
$1K
LWM
298
Liberty Wealth Management
California
$1K
WCG
299
Weaver Consulting Group
California
$1K
ABC
300
Associated Banc-Corp
Wisconsin
$1K +$581 +61 +139%