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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 %
IAIM
351
International Assets Investment Management
Florida
$204K +$204K +9,567 New
GLA
352
Great Lakes Advisors
Illinois
$204K +$204K +9,548 New
PA
353
Parallel Advisors
California
$186K -$34.9K -1,637 -16%
KI
354
Kapitalo Investimentos
Brazil
$175K +$81.5K +3,820 +87%
Carson Wealth (CWM LLC)
355
Carson Wealth (CWM LLC)
Nebraska
$149K +$9.93K +464 +7%
EWA
356
EverSource Wealth Advisors
Alabama
$124K -$7.96K -373 -6%
TWC
357
TD Waterhouse Canada
Ontario, Canada
$112K +$84.4K +4,000 +305%
SOW
358
State of Wyoming
Wyoming
$102K -$25K -1,171 -20%
IA
359
IFP Advisors
Florida
$96.8K -$41.7K -2,668 -30%
HNB
360
Huntington National Bank
Ohio
$95.1K +$10.6K +496 +13%
CFGS
361
Concourse Financial Group Securities
Alabama
$95.1K -$23.5K -1,102 -20%
FP
362
Financial Perspectives
Minnesota
$87.4K
CFD
363
Creative Financial Designs
Indiana
$68.7K
CFG
364
CKW Financial Group
Hawaii
$58K
First Manhattan
365
First Manhattan
New York
$53.5K
JC
366
JBF Capital
Colorado
$52.7K +$52.7K +2,500 New
MHR
367
Matthew Hamilton Rosenberg
$52.4K
BAM
368
Belpointe Asset Management
Nevada
$51.8K +$4.89K +229 +10%
UB
369
UMB Bank
Missouri
$47.8K +$26.1K +1,222 +120%
AWM
370
Accel Wealth Management
Iowa
$44.1K
TPCW
371
TD Private Client Wealth
New York
$43.9K -$91.6K -4,294 -68%
AAS
372
Ameritas Advisory Services
Nebraska
$41.1K +$41.1K +1,925 New
HFM
373
Harvest Fund Management
China
$40K
AF
374
Allworth Financial
California
$38.7K +$25.5K +1,194 +193%
ZB
375
Zions Bancorporation
Utah
$35.7K -$25.3K -1,184 -41%