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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 %
DWM
351
Drive Wealth Management
Utah
$318K +$13.3K +429 +4%
RWA
352
Redhawk Wealth Advisors
Minnesota
$317K
1WA
353
180 Wealth Advisors
Washington
$314K -$56K -1,842 -15%
SFS
354
Sowell Financial Services
Arkansas
$313K +$313K +10,115 New
TWC
355
TD Waterhouse Canada
Ontario, Canada
$313K +$227K +7,344 +265%
DI
356
Diligent Investors
California
$310K
CG
357
Caprock Group
Idaho
$310K +$18.5K +600 +6%
CWM
358
Calamos Wealth Management
Illinois
$309K -$4.11K -133 -1%
GI
359
GAMCO Investors
Connecticut
$309K -$649K -21,000 -68%
Susquehanna International Group
360
Susquehanna International Group
Pennsylvania
$305K -$300K -9,713 -50%
CA
361
Claro Advisors
Massachusetts
$305K +$2.81K +91 +0.9%
DADC
362
D.A. Davidson & Co
Montana
$303K +$303K +9,803 New
BCIM
363
British Columbia Investment Management
British Columbia, Canada
$303K -$734K -23,651 -71%
PS
364
Principal Securities
Iowa
$303K +$303K +9,801 New
OL
365
Optas LLC
Texas
$302K +$896 +29 +0.3%
ONB
366
Old National Bancorp
Indiana
$299K -$20.8K -673 -7%
SS
367
Simplicity Solutions
Minnesota
$297K -$21.9K -710 -7%
BFG
368
Bleakley Financial Group
New Jersey
$297K -$21.9K -710 -7%
CFB
369
Cullen/Frost Bankers
Texas
$292K -$37.1K -1,200 -11%
KP
370
Keel Point
Alabama
$290K +$13.8K +445 +5%
FAIM
371
Financial Advocates Investment Management
Washington
$289K +$289K +9,356 New
Fiera Capital (Canada)
372
Fiera Capital (Canada)
Quebec, Canada
$289K -$151K -4,898 -34%
P
373
&Partners
Tennessee
$288K +$288K +9,453 New
AT
374
American Trust
Kentucky
$285K +$285K +9,217 New
MOS
375
MGO One Seven
Ohio
$281K +$4.88K +158 +2%