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UBS Group

250 hedge funds and large institutions have $13.5B invested in UBS Group in 2016 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 84 increasing their positions, 88 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+15
Holders Change %
+6.38%
% of All Funds
6.68%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.21%
New
45
Increased
84
Reduced
88
Closed
26
Calls
$141M
Puts
$96.5M
Net Calls
+$44.2M
Net Calls Change
+$66.2M
Name Holding Trade Value Shares
Change
Shares
Change %
ST
201
Smithfield Trust
Pennsylvania
$58K
HR
202
Howe & Rusling
New York
$57K
CFG
203
Citizens Financial Group
Rhode Island
$56K -$17.2K -1,339 -23%
S
204
SignatureFD
Georgia
$54K +$16.7K +1,284 +45%
QCG
205
Quadrant Capital Group
Ohio
$52K -$463 -38 -0.9%
GXMC
206
Global X Management Company
New York
$44K +$10.8K +818 +32%
EFSCE
207
Enterprise Financial Services Corp (EFSC)
Missouri
$42K -$5.39K -415 -11%
WT
208
Whittier Trust
California
$40K
EWM
209
Evercore Wealth Management
New York
$39K
KT
210
Kanaly Trust
Texas
$34K -$29.5K -2,253 -46%
JSAM
211
J. Safra Asset Management
New York
$34K +$34K +2,605 New
DVM
212
Dreman Value Management
Florida
$33K +$33K +2,520 New
AssetMark Inc
213
AssetMark Inc
California
$32K +$17.5K +1,369 +121%
BGIM
214
Brandywine Global Investment Management
Pennsylvania
$26K
ZB
215
Zions Bancorporation
Utah
$23K -$12.4K -999 -35%
TDC
216
Thompson Davis & Co
Virginia
$22K +$7.93K +625 +56%
FHA
217
First Horizon Advisors
Tennessee
$19K
WA
218
WFG Advisors
Texas
$18K +$7.02K +548 +64%
AA
219
Apriem Advisors
California
$16K +$3.2K +250 +25%
RWA
220
Ropes Wealth Advisors
Massachusetts
$14K
ANBT
221
American National Bank & Trust
Texas
$14K
WA
222
Winfield Associates
Ohio
$14K +$1.4K +110 +11%
RFWA
223
RPg Family Wealth Advisory
Massachusetts
$13.5K -$6.87K -530 -34%
MFS
224
MSI Financial Services
Massachusetts
$11K -$4.18K -331 -28%
ASN
225
Advisory Services Network
Georgia
$9K +$617 +50 +7%