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UBS Group

299 hedge funds and large institutions have $16.5B invested in UBS Group in 2019 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 88 increasing their positions, 104 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+10
Holders Change %
+3.46%
% of All Funds
5.9%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
64
Increased
88
Reduced
104
Closed
46
Calls
$313M
Puts
$458M
Net Calls
-$144M
Net Calls Change
+$54.5M
Name Holding Trade Value Shares
Change
Shares
Change %
BIC
151
Beach Investment Counsel
Pennsylvania
$430K -$209K -16,650 -33%
I2I
152
Insight 2811 Inc
Illinois
$427K -$109K -8,669 -20%
LTFS
153
Ladenburg Thalmann Financial Services
Florida
$424K +$24K +1,900 +6%
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
$424K +$46.3K +3,679 +12%
RJT
155
Raymond James Trust
Florida
$409K -$63.9K -5,078 -14%
GT
156
Greenleaf Trust
Michigan
$398K +$398K +31,666 New
LMGAM
157
Liberty Mutual Group Asset Management
Massachusetts
$396K +$396K +31,390 New
NG
158
NatWest Group
United Kingdom
$396K +$396K +31,500 New
GT
159
Glenmede Trust
Pennsylvania
$393K -$226 -18 -0.1%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$393K +$44.9K +3,558 +13%
GF
161
Gabelli Funds
New York
$390K +$390K +31,000 New
CIG
162
Consolidated Investment Group
Colorado
$388K
QOP
163
Quinn Opportunity Partners
Virginia
$359K
MNBTD
164
Moody National Bank Trust Division
Texas
$359K
M&T Bank
165
M&T Bank
New York
$355K -$76.6K -6,080 -18%
BRWA
166
B. Riley Wealth Advisors
Florida
$355K -$2.24K -177 -0.6%
AG
167
Advisor Group
Arizona
$352K -$30.8K -2,457 -8%
CS
168
Comerica Securities
Michigan
$342K -$15.9K -1,268 -4%
ANI
169
American National Insurance
Texas
$341K
HW
170
Hancock Whitney
Mississippi
$336K -$3K -238 -0.9%
AC
171
Amia Capital
United Kingdom
$325K +$325K +25,840 New
D.E. Shaw & Co
172
D.E. Shaw & Co
New York
$320K -$49.7K -3,952 -13%
ECM
173
ETrade Capital Management
Virginia
$318K -$61.3K -4,871 -16%
Simplex Trading
174
Simplex Trading
Illinois
$317K +$73.7K +5,869 +30%
S
175
SignatureFD
Georgia
$313K +$65.4K +5,201 +26%