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United Microelectronic

219 hedge funds and large institutions have $1B invested in United Microelectronic in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 78 increasing their positions, 73 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $36M | Put options by funds: $11M

7% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 73

0.05% less ownership

Funds ownership: 1.06%1.01% (-0.05%)

0% less funds holding

Funds holding: 220219 (-1)

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

13% less capital invested

Capital invested by funds: $1.15B → $1B (-$146M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
219
Holders Change
-1
Holders Change %
-0.45%
% of All Funds
3.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
78
Reduced
73
Closed
30
Calls
$36M
Puts
$11M
Net Calls
+$25M
Net Calls Change
+$97.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
151
Planned Solutions
California
$122K
WA
152
Wealth Architects
California
$121K
DWM
153
Drive Wealth Management
Utah
$120K +$6.62K +803 +6%
AA
154
AlphaQ Advisors
Florida
$114K +$2.72K +330 +2%
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$112K +$6.75K +819 +6%
ZF
156
Zhang Financial
Michigan
$112K +$117K +14,199 New
Aviva
157
Aviva
United Kingdom
$109K
WA
158
Wealth Alliance
New York
$105K -$27.7K -3,365 -20%
FG
159
Foster Group
Iowa
$102K -$25.4K -3,089 -19%
Bessemer Group
160
Bessemer Group
New Jersey
$101K +$2.84K +345 +3%
HSBC Holdings
161
HSBC Holdings
United Kingdom
$100K -$7.78M -944,093 -99%
BTI
162
Blue Trust Inc
Georgia
$99K -$120K -14,556 -56%
ECM
163
Evergreen Capital Management
Washington
$96.9K +$1.43K +173 +1%
IC
164
IEQ Capital
California
$96.6K +$2.51K +305 +3%
AWM
165
Apollon Wealth Management
South Carolina
$95.9K -$83.9K -10,181 -46%
LSA
166
Leonteq Securities AG
Switzerland
$95.1K +$99.2K +12,047 +401,567%
WPW
167
Waldron Private Wealth
Pennsylvania
$91.2K -$32.2K -3,909 -27%
KL
168
KilterHowling LLC
Colorado
$89.6K
LB
169
Leo Brokerage
Texas
$88.5K +$577 +70 +0.6%
IA
170
Inspire Advisors
Idaho
$88.3K +$92.2K +11,195 New
GRP
171
Global Retirement Partners
California
$85.3K -$2.78K -337 -3%
BTWM
172
Baker Tilly Wealth Management
Wisconsin
$85K
FIM
173
Freedom Investment Management
Connecticut
$84.9K -$9.34K -1,134 -10%
NA
174
Navellier & Associates
Nevada
$83.7K +$87.4K +10,606 New
HC
175
Hamilton Capital
Ohio
$83.2K +$4.31K +523 +5%

UMC Hedge Fund Activity: Q2 2023 in Review

219 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in United Microelectronic (UMC) for Q2 2023, worth a combined $1B — down 13% from $1.15B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of UMC and 29 opened new positions — a net loss of 1 holder — while 73 trimmed existing stakes and 78 added.

The largest buyer was Morgan Stanley, adding an estimated $17M. The largest seller was Bank of Montreal, exiting entirely with an estimated $23.6M sold.

  • 219 institutional investors held United Microelectronic (UMC) as of Q2 2023, down from 220 in Q1 2023.
  • Funds reported $1B of United Microelectronic stock for Q2 2023, down 13% quarter-over-quarter.
  • 29 funds opened new United Microelectronic positions in Q2 2023 and 30 closed out, a net change of -1 holder.
  • The largest United Microelectronic buyer in Q2 2023 was Morgan Stanley, an estimated $17M added.
  • The largest United Microelectronic seller in Q2 2023 was Bank of Montreal, an estimated $23.6M sold.

Based on aggregated 13F filings for Q2 2023.