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UBS Group

315 hedge funds and large institutions have $17B invested in UBS Group in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 109 increasing their positions, 108 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
7.03%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
56
Increased
109
Reduced
108
Closed
50
Calls
$155M
Puts
$420M
Net Calls
-$265M
Net Calls Change
+$240M
Name Holding Trade Value Shares
Change
Shares
Change %
KWA
151
KCS Wealth Advisory
California
$393K +$393K +31,732 New
Koshinski Asset Management
152
Koshinski Asset Management
Illinois
$386K +$386K +19,501 New
CIG
153
Consolidated Investment Group
Colorado
$382K
B
154
Bellecapital
Switzerland
$374K +$8.33K +670 +2%
HighTower Advisors
155
HighTower Advisors
Illinois
$354K +$221K +17,843 +167%
MNBTD
156
Moody National Bank Trust Division
Texas
$345K +$9.71K +785 +3%
AG
157
Advisor Group
Arizona
$344K +$12.7K +1,028 +4%
LTFS
158
Ladenburg Thalmann Financial Services
Florida
$340K +$119K +9,536 +54%
ANI
159
American National Insurance
Texas
$336K
RCM
160
Riverhead Capital Management
Delaware
$317K +$26.5K +2,150 +9%
BRWA
161
B. Riley Wealth Advisors
Florida
$311K -$34K -2,735 -10%
FCI
162
Financial Counselors Inc
Kansas
$309K
HI
163
HBK Investments
Texas
$308K +$153K +12,386 +99%
RJT
164
Raymond James Trust
Florida
$288K -$37.4K -3,032 -12%
FCM
165
Flinton Capital Management
Pennsylvania
$288K +$24.5K +1,984 +9%
RFC
166
Regions Financial Corp
Alabama
$271K -$12.7K -1,027 -4%
Commonwealth Equity Services
167
Commonwealth Equity Services
Massachusetts
$270K +$17.6K +1,426 +7%
QCG
168
Quadrant Capital Group
Ohio
$267K +$164K +13,642 +160%
HT
169
HighTower Trust
Texas
$265K -$60.7K -4,903 -19%
EAM
170
Exane Asset Management
France
$264K -$11M -879,586 -98%
TSS
171
Two Sigma Securities
New York
$255K +$255K +20,589 New
CG
172
Caprock Group
Idaho
$254K +$47.3K +3,826 +23%
TI
173
Trexquant Investment
Connecticut
$250K -$626K -50,556 -71%
FA
174
FDx Advisors
Illinois
$250K -$60.8K -4,910 -20%
CA
175
Clearstead Advisors
Ohio
$248K