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UBS Group

433 hedge funds and large institutions have $30B invested in UBS Group in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 128 increasing their positions, 164 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+58
Holders Change %
+15.47%
% of All Funds
6.93%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.34%
New
98
Increased
128
Reduced
164
Closed
33
Calls
$680M
Puts
$779M
Net Calls
-$99.7M
Net Calls Change
+$44.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
326
PDS Planning
Ohio
$249K +$249K +11,681 New
BPCE
327
Bank Pictet & Cie (Europe)
Germany
$246K
SA
328
Shilanski & Associates
Alaska
$245K +$1.29K +62 +0.5%
MCM
329
MAI Capital Management
Ohio
$244K +$244K +11,436 New
BHPW
330
Beverly Hills Private Wealth
California
$244K +$244K +11,430 New
EI
331
Ethic Inc
New York
$243K -$113K -5,304 -32%
SF
332
Synovus Financial
Georgia
$241K -$20.8K -977 -8%
LC
333
Lindbrook Capital
California
$239K -$111K -5,209 -32%
WI
334
WrapManager Inc
California
$235K +$4.97K +233 +2%
SSA
335
Schonfeld Strategic Advisors
New York
$233K +$233K +10,900 New
SIG
336
Stonegate Investment Group
Alabama
$231K +$231K +10,835 New
SI
337
Stephens Inc
Arkansas
$231K +$6.57K +308 +3%
1WA
338
180 Wealth Advisors
Washington
$231K -$3.07K -144 -1%
SAMT
339
Select Asset Management & Trust
Pennsylvania
$230K
FA
340
FDx Advisors
Illinois
$229K
CFB
341
Cullen/Frost Bankers
Texas
$227K -$5.12K -240 -2%
SAM
342
Sabadell Asset Management
Spain
$222K -$2.62M -126,134 -92%
Marshall Wace
343
Marshall Wace
United Kingdom
$222K -$116M -5,511,834 -100%
CP
344
Covenant Partners
Tennessee
$219K +$219K +10,273 New
CB
345
Commerce Bank
Missouri
$216K -$14.1K -662 -6%
DI
346
Diligent Investors
California
$213K
CA
347
Claro Advisors
Massachusetts
$212K -$5.87K -275 -3%
CAM
348
Cozad Asset Management
Illinois
$208K -$13.5K -631 -6%
CWM
349
Calamos Wealth Management
Illinois
$207K +$207K +9,695 New
RWB
350
RMR Wealth Builders
New Jersey
$204K +$204K +9,580 New