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UBS Group

308 hedge funds and large institutions have $16.2B invested in UBS Group in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 105 increasing their positions, 111 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
-19
Holders Change %
-5.81%
% of All Funds
6.7%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
40
Increased
105
Reduced
111
Closed
57
Calls
$243M
Puts
$497M
Net Calls
-$254M
Net Calls Change
+$27.7M
Name Holding Trade Value Shares
Change
Shares
Change %
PAM
201
PVG Asset Management
Colorado
$178K +$178K +15,070 New
OCG
202
Opus Capital Group
Ohio
$177K
SI
203
Stephens Inc
Arkansas
$176K -$7.29K -616 -4%
WP
204
WealthSource Partners
California
$176K +$176K +14,815 New
CAN
205
Claraphi Advisory Network
United States
$174K -$4.75K -400 -3%
AIM
206
Axiom Investment Management
New York
$171K -$53.4K -4,520 -24%
RL
207
Ruffer LLP
United Kingdom
$171K
IWM
208
IHT Wealth Management
Illinois
$165K
CG
209
Caprock Group
Idaho
$161K -$109K -9,201 -40%
CAM
210
Cozad Asset Management
Illinois
$157K +$24.9K +2,110 +19%
FT
211
Fiduciary Trust
Massachusetts
$153K +$153K +12,907 New
LC
212
Lindbrook Capital
California
$152K -$4.89K -414 -3%
ECM
213
ExodusPoint Capital Management
New York
$152K +$152K +12,800 New
HPCM
214
High Pointe Capital Management
Illinois
$149K -$36K -3,040 -19%
KPW
215
Kore Private Wealth
New York
$149K
HighTower Advisors
216
HighTower Advisors
Illinois
$145K -$212K -17,831 -59%
RI
217
Ridgewood Investments
New Jersey
$144K +$2.76K +233 +2%
LSAG
218
Lake Street Advisors Group
New Hampshire
$133K +$133K +11,265 New
DI
219
Diligent Investors
California
$128K
UCFA
220
United Capital Financial Advisors
Texas
$125K -$68.7K -5,798 -35%
SB
221
Suntrust Banks
Georgia
$123K -$40.8K -3,463 -25%
AP
222
Advisor Partners
California
$123K -$12.7K -1,068 -9%
Truist Financial
223
Truist Financial
North Carolina
$122K -$30.9K -2,608 -20%
CBU
224
CIBC Bank USA
Illinois
$121K -$24.2K -2,041 -17%
HA
225
Harbor Advisors
Florida
$119K