Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

UBS AG London Branch (MLPB)

29 + Investors. Track Smart Money conviction in MLPB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
32%

Smart Money Signals — MLPB

Based on 29 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
29 funds currently hold this stock — 94% of the 3.0-year high of 31 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 6% fewer funds vs a year ago

fund count last 6Q
2 fewer hedge funds hold MLPB compared to a year ago (-6% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 32% buying

7 buying15 selling
Last quarter: 15 funds sold vs only 7 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 2 → 6 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 28% medium ■ 24% new
14 out of 29 hedge funds have held MLPB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~3 new funds/quarter

5 → 4 → 2 → 6 → 3 new funds/Q
New funds entering each quarter: 4 → 2 → 6 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 59% veterans vs 31% newcomers

■ 59% veterans ■ 10% 1-2yr ■ 31% new
Entry-cohort mix of 29 holders: 17 (59%) are 2+ year veterans, 3 entered 1–2 years ago, and 9 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
7 of 29 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MLPB

In 2026 Q2, 7 hedge funds were net buyers of MLPB (3 opened a new position, 4 added to an existing one), while 15 reduced or exited (12 trimmed, 3 sold completely) — a 32% buyer ratio, indicating net institutional distribution. 38% of total institutional value in MLPB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 29.

Hedge Fund Ownership: MLPB

How many hedge funds hold MLPB — quarterly history vs. share price
Quarterly hedge fund ownership of MLPB vs. share price

Market Analysis: MLPB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MLPB

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy UBS AG London Branch (MLPB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MLPB has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 51d ago
MLPB
+8.7%
SPY
-0.2%

MLPB outperformed SPY by +8.9% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 6d ago
MLPB
+0.7%
SPY
+0.2%

Since the filing became public, MLPB outperformed SPY by +0.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: MLPB
29 + Investors

Track Smart Money conviction in MLPB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 29 29 -
13F Shares 6M 7M -0.51%
Total Value $187M $189M -1.24%
New Positions 3 6 -3
Increased Positions 4 4 -
Closed Positions 3 4 -1
Reduced Positions 12 7 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MLPB

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Financial Highlights

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Institutional Holders (2026 Q2)

29 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MLPB. Verified SEC 13F-HR filings.

QUARTER:
Top 25 MLPB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Marion Wealth Management 3.51% 598,326 $17.2M
2 ETF Store, Inc. 0.21% 8,805 $254K
3 Genesis Financial Group, LLC 0.16% 8,550 $246K
4 MBL Wealth, LLC 0.12% 59,955 $1.7M
5 CIBC Bancorp USA Inc. 0.11% 3,075,807 $88.7M
6 Savvy Advisors, Inc. 0.01% 21,043 $606K
7 MAI Capital Management 0.01% 100,012 $2.9M
8 Wells Fargo & Company/Mn 0.01% 2,252,272 $64.9M
9 Diversified Trust Co 0.01% 21,171 $610K
10 IFP Advisors, Inc 0.01% 15,810 $455K
11 Callan Family Office, LLC 0.01% 10,702 $308K
12 First Horizon Corp 0.01% 4,800 $138K
13 American National Bank & Trust 0.00% 1,780 $51K
14 Private Trust Co NA 0.00% 1,800 $52K
15 Glenmede Trust Co NA 0.00% 22,045 $635K
16 PNC Financial Services Group, INC. 0.00% 137,282 $4.0M
17 Wealth Enhancement Advisory Services, LLC 0.00% 24,600 $723K
18 Commerce Bank 0.00% 9,475 $273K
19 EP Wealth Advisors, LLC 0.00% 7,300 $210K
20 Institute for Wealth Management, LLC. 0.00% 242 $7K
21 Fifth Third Bancorp 0.00% 11,449 $330K
22 Creative Planning 0.00% 9,390 $270K
23 Harbour Investments, INC. 0.00% 220 $6K
24 Susquehanna International Group, LLP 0.00% 33,918 $977K
25 LPL Financial LLC 0.00% 10,362 $298K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — UBS AG London Branch (MLPB)

What does the Smart Money Trend signal show for MLPB?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for MLPB?

Heavy selling pressure — only 32% buying: Last quarter: 15 funds sold vs only 7 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for MLPB holders?

Strong quality — 38% AUM from major funds: 7 of 29 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MLPB?

48% of holders stayed for 2+ years: 14 out of 29 hedge funds have held MLPB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy UBS AG London Branch (MLPB) following the 2026 Q2 hedge fund 13F filings?

As of today, MLPB has moved +0.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.5%. Since the quarter end (June 30, 2026), MLPB has gained +8.7% vs -0.2% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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