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UBS Group

251 hedge funds and large institutions have $17.3B invested in UBS Group in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 83 increasing their positions, 84 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+29
Holders Change %
+13.06%
% of All Funds
6.28%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.18%
New
60
Increased
83
Reduced
84
Closed
20
Calls
$168M
Puts
$205M
Net Calls
-$36.4M
Net Calls Change
-$39.4M
Name Holding Trade Value Shares
Change
Shares
Change %
NIT
201
NumerixS Investment Technologies
British Columbia, Canada
$138K +$138K +8,800 New
JWA
202
JFS Wealth Advisors
Pennsylvania
$122K +$11.2K +714 +10%
Barclays
203
Barclays
United Kingdom
$112K +$25.4K +1,623 +29%
SEC
204
Seven Eight Capital
New York
$79K +$79K +5,058 New
HNB
205
Huntington National Bank
Ohio
$73K
BlackRock
206
BlackRock
New York
$71K +$71K +4,500 New
HR
207
Howe & Rusling
New York
$68K
CFG
208
Citizens Financial Group
Rhode Island
$67K -$410 -26 -0.6%
Walleye Trading
209
Walleye Trading
New York
$63K -$332K -21,191 -84%
QCG
210
Quadrant Capital Group
Ohio
$59K +$7.4K +533 +14%
TRCT
211
Tower Research Capital (TRC)
New York
$56K -$22.8K -1,449 -29%
EFSCE
212
Enterprise Financial Services Corp (EFSC)
Missouri
$55K +$1.15K +74 +2%
PA
213
Parallel Advisors
California
$54K +$54K +3,457 New
EWM
214
Evercore Wealth Management
New York
$51K +$3.78K +240 +8%
WT
215
Whittier Trust
California
$49K
KT
216
Kanaly Trust
Texas
$48K +$21.3K +1,353 +80%
ZB
217
Zions Bancorporation
Utah
$42K +$6.78K +425 +19%
Bessemer Group
218
Bessemer Group
New Jersey
$37K -$2.9K -186 -7%
AssetMark Inc
219
AssetMark Inc
California
$36K +$16.7K +1,075 +86%
MBT
220
Montecito Bank & Trust
California
$31K +$31K +1,992 New
CG
221
Cutler Group
California
$29K -$8.09K -524 -22%
TDC
222
Thompson Davis & Co
Virginia
$28K +$782 +50 +3%
AA
223
Apriem Advisors
California
$20K
FHA
224
First Horizon Advisors
Tennessee
$20K
BIG
225
Bellwether Investment Group
Tennessee
$19K +$19K +1,198 New