UBS icon

UBS Group

222 hedge funds and large institutions have $13.2B invested in UBS Group in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 78 increasing their positions, 88 reducing their positions, and 47 closing their positions.

Holders
222
Holders Change
-28
Holders Change %
-11.2%
% of All Funds
5.93%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
23
Increased
78
Reduced
88
Closed
47
Calls
$121M
Puts
$118M
Net Calls
+$3M
Net Calls Change
-$41.2M
Name Market Value Shares Shares
Change
Shares
Change %
ANBT
201
American National Bank & Trust
Texas
$15K 1,071
RWA
202
Ropes Wealth Advisors
Massachusetts
$15K 1,100
GXMC
203
Global X Management Company
New York
$14K 1,038 -2,300 -69%
MFS
204
MSI Financial Services
Massachusetts
$12K 883 +12 +1%
WRM
205
Westport Resources Management
Connecticut
$11K 841 +738 +717%
ASN
206
Advisory Services Network
Georgia
$10K 729
WAM
207
Wealthspire Advisors (Maryland)
Maryland
$8K 586 -27 -4%
Nisa Investment Advisors
208
Nisa Investment Advisors
Missouri
$8K 560 +13 +2%
NFG
209
Next Financial Group
Texas
$7K 484 +84 +21%
WC
210
Whitnell & Co
Illinois
$6K 436 +436 New
VOYA Investment Management
211
VOYA Investment Management
Georgia
$5.37K 393,253 +13 +0%
GI
212
Gradient Investments
Minnesota
$5K 357 +357 New
IWM
213
Integrated Wealth Management
California
$3K 190 +84 +79%
HIIFS
214
Harel Insurance Investments & Financial Services
Israel
$2K 150
PMFA
215
Plante Moran Financial Advisors
Michigan
$2K 149
WP
216
WealthPLAN Partners
Nebraska
$1.65K 119 -119 -50%
TWI
217
Thomas White International
Illinois
$1K 81 -345,602 -100%
ACS
218
Archford Capital Strategies
Illinois
$1K 120 -120 -50%
CHC
219
City Holding Co
West Virginia
$1K 66
PCP
220
Proficio Capital Partners
Massachusetts
$1K 87
M
221
MOTCO
Texas
$1K 48 +48 New
WEC
222
Winslow Evans & Crocker
Massachusetts
$410 30
O
223
OppenheimerFunds
New York
-30,406,565 Closed
Macquarie Group
224
Macquarie Group
Australia
-8,948,214 Closed
DekaBank Deutsche Girozentrale
225
DekaBank Deutsche Girozentrale
Germany
-5,976,364 Closed