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UBS Group

289 hedge funds and large institutions have $13.6B invested in UBS Group in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 114 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
-19
Holders Change %
-6.17%
% of All Funds
6.35%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
32
Increased
88
Reduced
114
Closed
51
Calls
$384M
Puts
$582M
Net Calls
-$199M
Net Calls Change
+$55.3M
Name Holding Trade Value Shares
Change
Shares
Change %
S
176
SignatureFD
Georgia
$223K +$146K +12,872 +188%
Commonwealth Equity Services
177
Commonwealth Equity Services
Massachusetts
$220K -$43.2K -3,830 -16%
Simplex Trading
178
Simplex Trading
Illinois
$219K -$3.24K -287 -1%
CCA
179
Checchi Capital Advisers
California
$218K +$218K +19,292 New
WS
180
Wedbush Securities
California
$217K +$9.2K +812 +4%
PCG
181
Private Capital Group
Connecticut
$212K +$172K +15,144 +424%
Cambridge Investment Research Advisors
182
Cambridge Investment Research Advisors
Iowa
$207K -$19.5K -1,720 -9%
MIS
183
Morningstar Investment Services
Illinois
$206K -$22.6K -1,996 -10%
RFC
184
Regions Financial Corp
Alabama
$177K -$44.6K -3,930 -20%
CAN
185
Cetera Advisor Networks
California
$177K -$13.7K -1,190 -7%
MML Investors Services
186
MML Investors Services
Massachusetts
$175K -$57.7K -5,111 -25%
PAM
187
PVG Asset Management
Colorado
$170K
RA
188
Rational Advisors
New York
$170K
CAN
189
Claraphi Advisory Network
United States
$166K
RL
190
Ruffer LLP
United Kingdom
$163K
IWM
191
IHT Wealth Management
Illinois
$162K +$4.06K +358 +3%
CAM
192
Cresset Asset Management
Illinois
$156K -$104K -9,196 -40%
FCI
193
Financial Counselors Inc
Kansas
$152K -$33.5K -2,969 -18%
LC
194
Lindbrook Capital
California
$149K +$3.24K +286 +2%
HighTower Advisors
195
HighTower Advisors
Illinois
$149K +$9.08K +790 +6%
WP
196
WealthSource Partners
California
$148K -$19.7K -1,738 -12%
FT
197
Fiduciary Trust
Massachusetts
$148K +$1.75K +154 +1%
CAM
198
Cozad Asset Management
Illinois
$146K -$3.95K -350 -3%
CG
199
Caprock Group
Idaho
$145K -$8.11K -719 -5%
RI
200
Ridgewood Investments
New Jersey
$142K +$4.79K +425 +3%