UBS icon

UBS Group

234 hedge funds and large institutions have $19.4B invested in UBS Group in 2015 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 91 increasing their positions, 65 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+31
Holders Change %
+15.27%
% of All Funds
6.54%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.36%
New
63
Increased
91
Reduced
65
Closed
30
Calls
$339M
Puts
$231M
Net Calls
+$108M
Net Calls Change
-$35.1M
Name Holding Trade Value Shares
Change
Shares
Change %
RWA
201
Ropes Wealth Advisors
Massachusetts
$20K +$20K +1,100 New
P
202
Palladiem
Pennsylvania
$19K +$9.05K +479 +91%
AA
203
Apriem Advisors
California
$18K
BIM
204
BlackRock Investment Management
Delaware
$18K +$8.54K +461 +90%
SI
205
Sentry Investments
Ontario, Canada
$15.3K -$1.81K -100,300 -11%
ASN
206
Advisory Services Network
Georgia
$14K -$2.88K -157 -17%
WA
207
WFG Advisors
Texas
$10K +$10K +558 New
QCG
208
Quadrant Capital Group
Ohio
$9K -$1.1K -65 -11%
CTC
209
Central Trust Company
Missouri
$9K
CCS
210
Crosspoint Capital Strategies
California
$9K +$9K +466 New
WC
211
Whitnell & Co
Illinois
$9K +$9K +482 New
LWA
212
Lenox Wealth Advisors
New York
$8K +$8K +434 New
BNP Paribas Financial Markets
213
BNP Paribas Financial Markets
France
$7.56K -$3.74K -202 -33%
FMII
214
Farmers & Merchants Investments Inc
Nebraska
$7K +$1.97K +113 +39%
GWM
215
Gupta Wealth Management
California
$6K +$2.39K +124 +66%
FPFS
216
First Personal Financial Services
North Carolina
$5K +$5K +242 New
MFS
217
MSI Financial Services
Massachusetts
$5K +$5K +245 New
ACS
218
Archford Capital Strategies
Illinois
$4K +$2K +93 +100%
BBHC
219
Brown Brothers Harriman & Co
New York
$3K +$3K +144 New
DBT
220
Dubuque Bank & Trust
Iowa
$3K +$3K +150 New
PFBT
221
Parkside Financial Bank & Trust
Missouri
$3K +$3K +176 New
IMS
222
Index Management Solutions
Pennsylvania
$3K +$3K +183 New
Citadel Advisors
223
Citadel Advisors
Florida
$2K -$87.3K -4,101 -98%
KCPG
224
Kavar Capital Partners Group
Kansas
$2K
MFBTD
225
MB Financial Bank - Trust Department
Illinois
$2K