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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 %
CCM
176
Cullen Capital Management
New York
$1.38M -$43.5K -2,037 -3%
WAAG
177
Wealth Alliance Advisory Group
Kansas
$1.36M
CI
178
Cigna Investments
Connecticut
$1.32M -$39K -1,847 -3%
AA
179
Altman Advisors
Illinois
$1.3M +$18.3K +1,047 +1%
IWC
180
Integrated Wealth Concepts
Massachusetts
$1.28M +$1.28M +60,152 New
AI
181
Atria Investments
North Carolina
$1.28M +$1.28M +59,801 New
AWM
182
AE Wealth Management
Kansas
$1.27M +$962K +45,061 +308%
YCM
183
Yousif Capital Management
Michigan
$1.26M +$5.12K +240 +0.4%
S
184
SignatureFD
Georgia
$1.19M +$80K +3,747 +7%
MWM
185
Massachusetts Wealth Management
Massachusetts
$1.18M -$55.5K -2,600 -4%
FTDI
186
First Trust Direct Indexing
Massachusetts
$1.18M +$1.9K +89 +0.2%
NG
187
NatWest Group
United Kingdom
$1.16M -$42K -1,970 -4%
SB
188
Simmons Bank
Arkansas
$1.16M +$1.16M +54,165 New
FFM
189
Forum Financial Management
Illinois
$1.14M -$213 -10 -0%
MPPW
190
Mitchell & Pahl Private Wealth
Oklahoma
$1.13M -$10.3K -482 -0.9%
SIA
191
Schechter Investment Advisors
Michigan
$1.12M -$269K -12,585 -19%
Arrowstreet Capital
192
Arrowstreet Capital
Massachusetts
$1.11M +$1.11M +52,566 New
OAM
193
Oppenheimer Asset Management
New York
$1.1M +$428K +20,042 +64%
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$1.08M -$3.35K -157 -0.3%
Truist Financial
195
Truist Financial
North Carolina
$1.08M +$218K +10,237 +25%
D.E. Shaw & Co
196
D.E. Shaw & Co
New York
$1.08M +$213K +9,989 +25%
MCC
197
Money Concepts Capital
Florida
$1.07M -$76K -3,556 -7%
TIM
198
Timelo Investment Management
Ontario, Canada
$1.07M +$1.07M +50,000 New
Wolverine Trading
199
Wolverine Trading
Illinois
$1.06M +$1.06M +51,835 New
BS
200
Banco Santander
Spain
$1.06M -$274K -14,220 -21%