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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 %
BPCE
176
Bank Pictet & Cie (Europe)
Germany
$213K +$15.9K +1,700 +8%
WPA
177
Winning Points Advisors
Florida
$213K +$213K +23,000 New
Arrowstreet Capital
178
Arrowstreet Capital
Massachusetts
$211K +$211K +22,480 New
Cambridge Investment Research Advisors
179
Cambridge Investment Research Advisors
Iowa
$203K +$16.8K +1,815 +9%
S
180
SignatureFD
Georgia
$197K -$33.7K -3,636 -15%
Squarepoint
181
Squarepoint
New York
$189K +$75.3K +8,114 +66%
AP
182
Advisor Partners
California
$188K +$85.9K +9,316 +84%
CA
183
Clearstead Advisors
Ohio
$185K -$26.5K -2,864 -13%
LC
184
Lindbrook Capital
California
$182K +$60K +6,478 +49%
VFA
185
Voya Financial Advisors
Connecticut
$177K +$177K +18,634 New
PAS
186
Park Avenue Securities
New York
$172K +$23K +2,480 +15%
CAG
187
Csenge Advisory Group
Florida
$171K +$171K +18,483 New
HighTower Advisors
188
HighTower Advisors
Illinois
$147K -$36.5K -3,870 -20%
AWM
189
AE Wealth Management
Kansas
$147K -$911 -98 -0.6%
MIS
190
Morningstar Investment Services
Illinois
$143K -$1.43K -150 -1%
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$142K +$29.9K +3,234 +27%
BP
192
Ballentine Partners
Massachusetts
$140K +$140K +15,037 New
OCG
193
Opus Capital Group
Ohio
$140K +$140K +15,165 New
GCP
194
GSA Capital Partners
United Kingdom
$137K +$137K +14,819 New
RFC
195
Regions Financial Corp
Alabama
$136K -$16.7K -1,802 -11%
CG
196
Caprock Group
Idaho
$136K +$136K +14,644 New
ECM
197
Evergreen Capital Management
Washington
$134K +$134K +14,438 New
LSAG
198
Lake Street Advisors Group
New Hampshire
$132K +$132K +14,299 New
CAN
199
Claraphi Advisory Network
United States
$130K -$3.71K -400 -3%
IWM
200
IHT Wealth Management
Illinois
$129K -$15.4K -1,666 -11%