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UBS Group

375 hedge funds and large institutions have $23.6B invested in UBS Group in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 116 increasing their positions, 148 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+12
Holders Change %
+3.31%
% of All Funds
6.05%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
62
Increased
116
Reduced
148
Closed
44
Calls
$348M
Puts
$492M
Net Calls
-$144M
Net Calls Change
+$119M
Name Holding Trade Value Shares
Change
Shares
Change %
SA
276
Shilanski & Associates
Alaska
$219K +$219K +11,728 New
BPCE
277
Bank Pictet & Cie (Europe)
Germany
$217K +$1.12K +60 +0.5%
CFB
278
Cullen/Frost Bankers
Texas
$203K
BC
279
Bridgefront Capital
Texas
$202K +$14.4K +769 +8%
CB
280
Commerce Bank
Missouri
$201K -$4.52K -242 -2%
WI
281
WrapManager Inc
California
$201K -$6.98K -374 -3%
SAMT
282
Select Asset Management & Trust
Pennsylvania
$201K
BTWM
283
Baker Tilly Wealth Management
Wisconsin
$198K +$198K +10,619 New
NA
284
NewEdge Advisors
Louisiana
$197K
SI
285
Stephens Inc
Arkansas
$196K
BF
286
BOK Financial
Oklahoma
$196K -$61.7K -3,307 -24%
CAG
287
Csenge Advisory Group
Florida
$194K +$194K +10,375 New
CAM
288
Cozad Asset Management
Illinois
$193K
PA
289
Parallel Advisors
California
$193K -$35.4K -1,897 -15%
CA
290
Claro Advisors
Massachusetts
$190K +$190K +10,196 New
DI
291
Diligent Investors
California
$187K
IA
292
IFP Advisors
Florida
$145K +$2.09K +128 +1%
PCM
293
Penserra Capital Management
California
$139K +$93.7K +5,050 +207%
Carson Wealth (CWM LLC)
294
Carson Wealth (CWM LLC)
Nebraska
$121K +$34K +1,825 +39%
TPCW
295
TD Private Client Wealth
New York
$119K +$6.33K +339 +6%
EWA
296
EverSource Wealth Advisors
Alabama
$116K +$58K +3,104 +100%
SOW
297
State of Wyoming
Wyoming
$111K +$111K +5,930 New
CFGS
298
Concourse Financial Group Securities
Alabama
$104K +$104K +5,557 New
ACM
299
Aquatic Capital Management
Illinois
$88K -$26.2K -1,400 -23%
KI
300
Kapitalo Investimentos
Brazil
$82.1K +$82.1K +4,400 New