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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 %
MPWT
376
MassMutual Private Wealth & Trust
Connecticut
$34.4K +$9.5K +445 +38%
TCWA
377
Ten Capital Wealth Advisors
Washington
$31.8K
HCP
378
Hexagon Capital Partners
Arkansas
$31.1K +$1.94K +91 +7%
GRP
379
Global Retirement Partners
California
$29.4K -$2.11K -109 -7%
BFPW
380
BOK Financial Private Wealth
Colorado
$23.9K +$4.57K +214 +24%
RFA
381
Resurgent Financial Advisors
Georgia
$22.3K +$22.3K +1,043 New
CB
382
Community Bank
New York
$21.3K
AF
383
Advisornet Financial
Minnesota
$21.2K -$5.8K -272 -21%
HGERS
384
Householder Group Estate & Retirement Specialist
Arizona
$20K +$16.7K +800 +506%
SPIA
385
Steward Partners Investment Advisory
New York
$20K -$8.9K -417 -31%
APW
386
Acima Private Wealth
Virginia
$19.9K +$19.9K +934 New
PPC
387
Park Place Capital
Alabama
$19.5K -$4.52K -212 -19%
CSPIA
388
Cary Street Partners Investment Advisory
Virginia
$17.7K -$171 -8 -1%
SSC
389
Syverson Strege & Co
Iowa
$17.3K +$17.3K +811 New
ASN
390
Advisory Services Network
Georgia
$15.8K +$6.08K +285 +63%
BFEC
391
Benjamin F. Edwards & Company
Missouri
$15K -$16K -750 -52%
JWA
392
JFS Wealth Advisors
Pennsylvania
$14.2K +$747 +35 +6%
FHA
393
First Horizon Advisors
Tennessee
$12.6K +$1.82K +85 +17%
FMP
394
Financial Management Professionals
Texas
$11K +$8.18K +385 +289%
FDCDDQ
395
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.8K
HPC
396
HM Payson & Co
Maine
$10.8K
GCM
397
Gables Capital Management
Florida
$10.7K
EARNEST Partners
398
EARNEST Partners
Georgia
$10.6K
MA
399
Montag & Associates
Georgia
$9.88K -$2.43K -114 -20%
KFI
400
Key Financial Inc
Pennsylvania
$9.73K