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UBS Group

300 hedge funds and large institutions have $11.5B invested in UBS Group in 2020 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 106 increasing their positions, 93 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
6.63%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
55
Increased
106
Reduced
93
Closed
50
Calls
$254M
Puts
$433M
Net Calls
-$179M
Net Calls Change
-$34.9M
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
151
Advisors Asset Management
Colorado
$345K -$160K -17,304 -32%
VAS
152
Vestmark Advisory Solutions
Massachusetts
$330K -$14.7K -1,590 -4%
RJT
153
Raymond James Trust
Florida
$328K +$26.9K +2,910 +9%
WAM
154
World Asset Management
Michigan
$324K
HW
155
Hancock Whitney
Mississippi
$324K +$77K +8,319 +31%
BIC
156
Beach Investment Counsel
Pennsylvania
$317K
Truist Financial
157
Truist Financial
North Carolina
$293K -$70.5K -7,620 -19%
NG
158
NatWest Group
United Kingdom
$292K
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$290K +$845 +91 +0.3%
CIG
160
Consolidated Investment Group
Colorado
$289K
GF
161
Gabelli Funds
New York
$287K
BRWA
162
B. Riley Wealth Advisors
Florida
$280K +$18.9K +2,032 +7%
QOP
163
Quinn Opportunity Partners
Virginia
$264K
M&T Bank
164
M&T Bank
New York
$262K +$769 +83 +0.3%
MNBTD
165
Moody National Bank Trust Division
Texas
$253K -$11.2K -1,205 -4%
ANI
166
American National Insurance
Texas
$251K
CS
167
Comerica Securities
Michigan
$250K -$2.23K -240 -0.9%
OC
168
Oppenheimer & Co
New York
$243K +$42.7K +4,611 +21%
PCG
169
Private Capital Group
Connecticut
$239K +$114K +12,267 +90%
MML Investors Services
170
MML Investors Services
Massachusetts
$238K +$36.6K +3,964 +18%
Commonwealth Equity Services
171
Commonwealth Equity Services
Massachusetts
$234K +$24.7K +2,675 +12%
RCAG
172
Rehmann Capital Advisory Group
Michigan
$230K +$230K +24,865 New
ECM
173
ETrade Capital Management
Virginia
$225K -$9.06K -979 -4%
GT
174
Greenleaf Trust
Michigan
$222K -$71.8K -7,740 -24%
B
175
Bellecapital
Switzerland
$222K