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UBS Group

360 hedge funds and large institutions have $19.9B invested in UBS Group in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 148 increasing their positions, 111 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+14
Holders Change %
+4.05%
% of All Funds
6.28%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
47
Increased
148
Reduced
111
Closed
31
Calls
$479M
Puts
$882M
Net Calls
-$403M
Net Calls Change
-$167M
Name Holding Trade Value Shares
Change
Shares
Change %
SIS
326
Sound Income Strategies
Florida
$7K
AWA
327
Arkadios Wealth Advisors
Georgia
$7K +$2.44K +162 +53%
NFG
328
Next Financial Group
Texas
$6K -$378 -25 -6%
AF
329
Allworth Financial
California
$6K
TC
330
Truvestments Capital
Florida
$6K +$115 +8 +2%
MPWT
331
MassMutual Private Wealth & Trust
Connecticut
$6K +$6K +384 New
BCWM
332
Bartlett & Co Wealth Management
Ohio
$5.19K -$127K -8,260 -96%
BC
333
Bartlett & Co
Ohio
$5K -$122K -8,260 -96%
FCA
334
FinTrust Capital Advisors
South Carolina
$5K
AFS
335
Annapolis Financial Services
Maryland
$5K
CBT
336
CoreFirst Bank & Trust
Kansas
$5K
MA
337
MUFG Americas
New York
$4K
BFEC
338
Benjamin F. Edwards & Company
Missouri
$4K
GWM
339
Geneos Wealth Management
Colorado
$4K
HWM
340
HighMark Wealth Management
Minnesota
$4K
ADL
341
Asset Dedication LLC
California
$4K +$4K +289 New
EWM
342
Endurance Wealth Management
Rhode Island
$3K
CCA
343
Column Capital Advisors
Indiana
$3K
CAL
344
Capital Analysts LLC
Pennsylvania
$3K
GRP
345
Global Retirement Partners
California
$3K
LWM
346
Liberty Wealth Management
California
$3K +$15 +1 +0.5%
CCM
347
Copeland Capital Management
Pennsylvania
$3K +$3K +180 New
AAP
348
Arax Advisory Partners
Colorado
$3K +$3K +196 New
GEA
349
Glen Eagle Advisors
New Jersey
$2.75K
MCM
350
Manchester Capital Management
Vermont
$2K +$2K +101 New