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UBS Group

483 hedge funds and large institutions have $31.7B invested in UBS Group in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 157 increasing their positions, 173 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+27
Holders Change %
+5.92%
% of All Funds
7.7%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
74
Increased
157
Reduced
173
Closed
45
Calls
$1.47B
Puts
$972M
Net Calls
+$495M
Net Calls Change
+$474M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
426
Chilton Capital Management
Texas
$14.1K
FMP
427
Financial Management Professionals
Texas
$13K
EARNEST Partners
428
EARNEST Partners
Georgia
$12.5K
GCM
429
Gables Capital Management
Florida
$12.3K
NFSG
430
Newbridge Financial Services Group
Florida
$12.3K
WWP
431
WR Wealth Planners
Missouri
$11.4K +$887 +36 +8%
KFI
432
Key Financial Inc
Pennsylvania
$11.2K
RFG
433
RFP Financial Group
Georgia
$11.1K
GJIA
434
Glass Jacobson Investment Advisors
Maryland
$10.8K
SIS
435
Sound Income Strategies
Florida
$10.7K
MA
436
Montag & Associates
Georgia
$10.2K -$2.69K -109 -21%
USB
437
Union Savings Bank
Connecticut
$10.1K
NSG
438
Nalls Sherbakoff Group
Tennessee
$9.86K
PAM
439
Paradigm Asset Management
New York
$9.76K +$641 +26 +7%
GKIM
440
GW&K Investment Management
Massachusetts
$9K
Parallax Volatility Advisers
441
Parallax Volatility Advisers
California
$8.75K -$374K -15,185 -98%
GWSG
442
GPS Wealth Strategies Group
Colorado
$7.67K
AFS
443
Annapolis Financial Services
Maryland
$7.62K
ADL
444
Asset Dedication LLC
California
$7K
CCA
445
Column Capital Advisors
Indiana
$6.95K +$2.84K +115 +69%
BFEC
446
Benjamin F. Edwards & Company
Missouri
$6K
TWM
447
Tradition Wealth Management
Minnesota
$6K
BIA
448
Bell Investment Advisors
California
$5.25K +$1.75K +71 +50%
WAS
449
Winch Advisory Services
Wisconsin
$5K
SFG
450
Steward Financial Group
Texas
$5K +$5K +214 New