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UBS Group

248 hedge funds and large institutions have $17.9B invested in UBS Group in 2017 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 97 increasing their positions, 82 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-3
Holders Change %
-1.2%
% of All Funds
6.18%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
30
Increased
97
Reduced
82
Closed
31
Calls
$143M
Puts
$287M
Net Calls
-$144M
Net Calls Change
-$108M
Name Holding Trade Value Shares
Change
Shares
Change %
FCA
201
Florence Capital Advisors
New York
$160K
HA
202
Harbor Advisors
Florida
$160K
FIB
203
First Interstate Bank
Montana
$142K
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$122K -$29.2K -1,836 -19%
JWA
205
JFS Wealth Advisors
Pennsylvania
$122K
Simplex Trading
206
Simplex Trading
Illinois
$102K -$336K -21,120 -77%
BlackRock
207
BlackRock
New York
$78K +$6.8K +430 +10%
HR
208
Howe & Rusling
New York
$69K
QCG
209
Quadrant Capital Group
Ohio
$67K +$7.03K +498 +12%
CFG
210
Citizens Financial Group
Rhode Island
$64K -$3.92K -245 -6%
Barclays
211
Barclays
United Kingdom
$56K -$57.4K -3,627 -51%
EFSCE
212
Enterprise Financial Services Corp (EFSC)
Missouri
$55K -$1.17K -74 -2%
WT
213
Whittier Trust
California
$54K +$4.45K +280 +9%
EWM
214
Evercore Wealth Management
New York
$52K
PG
215
PEAK6 Group
Illinois
$41K +$41K +2,595 New
HNB
216
Huntington National Bank
Ohio
$30K -$43.1K -2,731 -59%
ZB
217
Zions Bancorporation
Utah
$30K -$11.9K -748 -28%
ASN
218
Advisory Services Network
Georgia
$30K +$30K +1,876 New
TDC
219
Thompson Davis & Co
Virginia
$29K
WAM
220
Wealthspire Advisors (Maryland)
Maryland
$27K +$17.2K +1,065 +175%
FHA
221
First Horizon Advisors
Tennessee
$24K
AA
222
Apriem Advisors
California
$24K +$4K +250 +20%
AssetMark Inc
223
AssetMark Inc
California
$22K -$14.9K -936 -40%
PA
224
Parallel Advisors
California
$20K -$41.2K -2,327 -67%
BIG
225
Bellwether Investment Group
Tennessee
$19K