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UBS Group

524 hedge funds and large institutions have $41.5B invested in UBS Group in 2023 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 181 increasing their positions, 173 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+41
Holders Change %
+8.49%
% of All Funds
7.68%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.31%
New
99
Increased
181
Reduced
173
Closed
47
Calls
$1.37B
Puts
$945M
Net Calls
+$427M
Net Calls Change
-$67.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
326
CAAS Capital Management
New York
$402K +$402K +13,000 New
SWM
327
Seed Wealth Management
Illinois
$399K
XT
328
XTX Topco
Cayman Islands
$395K +$395K +12,783 New
ATIA
329
American Trust Investment Advisors
New Hampshire
$395K -$69.1K -2,235 -15%
Mitsubishi UFJ Trust & Banking
330
Mitsubishi UFJ Trust & Banking
Japan
$390K -$12.1M -390,394 -97%
CWAG
331
Compton Wealth Advisory Group
Virginia
$389K
SIG
332
Stonegate Investment Group
Alabama
$377K +$30.9K +1,000 +9%
LC
333
Lindbrook Capital
California
$376K +$16.7K +540 +5%
SA
334
swisspartners Advisors
Switzerland
$365K
USCWA
335
U.S. Capital Wealth Advisors
Texas
$362K +$362K +11,705 New
WI
336
WrapManager Inc
California
$358K -$7.01K -227 -2%
PWPS
337
Pinnacle Wealth Planning Services
Ohio
$358K -$3.55K -115 -1%
SA
338
Shilanski & Associates
Alaska
$355K -$8.28K -268 -2%
TIM
339
Thornburg Investment Management
New Mexico
$351K -$49.2M -1,591,676 -99%
SF
340
Synovus Financial
Georgia
$345K -$3.96K -128 -1%
AG
341
Ascent Group
Virginia
$344K +$1.54K +55 +0.4%
IRC
342
Investors Research Corp
Georgia
$344K
JIP
343
Jaffetilchin Investment Partners
Florida
$343K +$44.8K +1,451 +15%
CA
344
Cetera Advisors
Colorado
$338K +$338K +10,946 New
FRM
345
Fox Run Management
Connecticut
$336K +$336K +10,886 New
DOA
346
D'Orazio & Associates
Virginia
$336K +$6.15K +199 +2%
SI
347
Stephens Inc
Arkansas
$336K -$6.89K -223 -2%
SAMT
348
Select Asset Management & Trust
Pennsylvania
$332K
MFIM
349
Mesirow Financial Investment Management
Illinois
$324K +$324K +10,484 New
WRPWM
350
Werba Rubin Papier Wealth Management
California
$320K +$3.71K +120 +1%