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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 %
FWCM
326
Ferguson Wellman Capital Management
Oregon
-$161K -13,291 Closed
Verition Fund Management
327
Verition Fund Management
Connecticut
-$151K -12,429 Closed
MCM
328
MAI Capital Management
Ohio
-$147K -12,139 Closed
LC
329
Loews Corp
New York
-$129K -10,625 Closed
Boston Partners
330
Boston Partners
Massachusetts
-$125K -10,347 Closed
IWP
331
Icon Wealth Partners
Texas
-$125K -10,340 Closed
AIM
332
Assured Investment Management
New York
-$116K -9,594 Closed
PGA
333
Premia Global Advisors
Florida
-$38K -3,186 Closed
CMO
334
Covenant Multifamily Offices
Texas
-$38K -3,127 Closed
LC
335
Lavaca Capital
Texas
-$35K -2,876 Closed
FHB
336
First Hawaiian Bank
Hawaii
-$34K -2,840 Closed
PCM
337
Penserra Capital Management
California
-$34K -2,548 Closed
WAM
338
Wealthspire Advisors (Maryland)
Maryland
-$30K -2,445 Closed
AssetMark Inc
339
AssetMark Inc
California
-$27K -2,191 Closed
CFA
340
Camarda Financial Advisors
Florida
-$24K -1,988 Closed
LFA
341
Legacy Financial Advisors
Kentucky
-$17K -1,442 Closed
AIA
342
Alera Investment Advisors
Illinois
-$16K -1,349 Closed
DBT
343
Dubuque Bank & Trust
Iowa
-$16K -1,297 Closed
SWM
344
SeaCrest Wealth Management
New York
-$13K -1,077 Closed
FRA
345
Front Row Advisors
California
-$12K -1,005 Closed
AIC
346
Ameritas Investment Company
Nebraska
-$12K -1,000 Closed
FC
347
Ferris Capital
Massachusetts
-$11K -900 Closed
FCA
348
FinTrust Capital Advisors
South Carolina
-$8K -695 Closed
WAS
349
WESPAC Advisors SoCal
California
-$6K -565 Closed
SWP
350
Strategic Wealth Partners
Ohio
-$5K -437 Closed