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UBS Group

203 hedge funds and large institutions have $18.4B invested in UBS Group in 2015 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 80 increasing their positions, 53 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+31
Holders Change %
+18.02%
% of All Funds
5.47%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
52
Increased
80
Reduced
53
Closed
19
Calls
$330M
Puts
$187M
Net Calls
+$143M
Net Calls Change
-$660M
Name Holding Trade Value Shares
Change
Shares
Change %
NIMC
151
NWQ Investment Management Company
California
$253K -$29.8K -1,405 -11%
SCM
152
Shelton Capital Management
Colorado
$250K
US Bancorp
153
US Bancorp
Minnesota
$250K +$116K +5,476 +87%
DWT
154
Dorsey & Whitney Trust
South Dakota
$244K +$244K +11,490 New
HNB
155
Huntington National Bank
Ohio
$242K +$152K +7,170 +168%
FWM
156
Frontier Wealth Management
Missouri
$227K +$227K +10,725 New
LC
157
Loews Corp
New York
$225K
QT
158
Quantbot Technologies
New York
$225K +$225K +10,632 New
CS
159
Comerica Securities
Michigan
$224K +$224K +10,545 New
EGM
160
Engineers Gate Manager
New York
$223K +$223K +10,519 New
SCM
161
Sterling Capital Management
North Carolina
$215K +$215K +10,164 New
LPC
162
Loeb Partners Corp
New York
$212K +$212K +10,000 New
CIP
163
Convergence Investment Partners
Florida
$201K -$42.5K -2,002 -17%
KT
164
Kanaly Trust
Texas
$164K +$98.9K +4,663 +152%
JG
165
Jefferies Group
New York
$164K +$164K +7,714 New
OA
166
OFI Advisors
Pennsylvania
$143K -$5.58K -263 -4%
JWA
167
JFS Wealth Advisors
Pennsylvania
$123K -$13K -610 -10%
FA
168
FMA Advisory
Pennsylvania
$95K +$95K +4,485 New
Citadel Advisors
169
Citadel Advisors
Florida
$89K -$244K -11,515 -73%
HR
170
Howe & Rusling
New York
$78K
TRCT
171
Tower Research Capital (TRC)
New York
$75K +$70.8K +3,351 +1,676%
WT
172
Whittier Trust
California
$66K
TDC
173
Thompson Davis & Co
Virginia
$42K -$2.02K -95 -5%
SSG
174
Summit Securities Group
New York
$38K +$38K +1,800 New
AIG
175
American International Group
New York
$36.5K +$24.3K +1,145 +199%