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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 %
LOIM
201
Liberty One Investment Management
Illinois
$1.05M -$62.9K -2,948 -6%
Jane Street
202
Jane Street
New York
$1.04M -$1.65M -77,464 -61%
GT
203
Greenleaf Trust
Michigan
$1.03M +$960 +45 +0.1%
QCM
204
Quantinno Capital Management
New York
$995K +$250K +11,711 +34%
WC
205
Wexford Capital
Florida
$983K -$167K -7,904 -14%
IRC
206
Investors Research Corp
Georgia
$982K -$16.5K -775 -2%
AWM
207
Adams Wealth Management
Utah
$977K +$977K +45,779 New
NA
208
Nordwand Advisors
Pennsylvania
$965K
Janney Montgomery Scott
209
Janney Montgomery Scott
Pennsylvania
$963K +$502K +23,513 +109%
Corient Private Wealth
210
Corient Private Wealth
Florida
$963K +$585K +27,415 +155%
CCI
211
Credit Capital Investments
New Jersey
$960K +$960K +45,000 New
CSS
212
Cubist Systematic Strategies
Connecticut
$944K +$944K +44,248 New
BEAM
213
Baker Ellis Asset Management
Washington
$941K +$395K +18,514 +72%
BCM
214
BTC Capital Management
Iowa
$929K -$90.5K -4,287 -9%
QCM
215
Qsemble Capital Management
New York
$926K -$252K -11,800 -21%
AAM
216
Advisors Asset Management
Colorado
$922K -$72.7K -3,405 -7%
QI
217
Qtron Investments
Massachusetts
$912K -$101K -4,785 -10%
B
218
Bailard
California
$880K +$880K +41,217 New
VAS
219
Vestmark Advisory Solutions
Massachusetts
$869K +$1.94K +91 +0.2%
PAS
220
Park Avenue Securities
New York
$854K -$191K -8,962 -18%
WAM
221
WealthTrust Asset Management
Florida
$853K +$853K +39,957 New
PAG
222
Private Advisor Group
New Jersey
$847K -$29.6K -1,387 -3%
SCM
223
SOL Capital Management
Maryland
$845K
CB
224
Centennial Bank
Arkansas
$836K -$215K -10,219 -20%
RJT
225
Raymond James Trust
Florida
$830K +$145K +6,812 +21%