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
↑ +2
Streak
1Q ▲
Buyers last Q
48%

Smart Money Signals — MLPB

Based on 29 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added MLPB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

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.
🟠

More sellers than buyers — 48% buying

10 buying11 selling
Last quarter: 11 funds reduced or exited vs 10 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 4 → 2 → 6. 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 — ~6 new funds/quarter

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

Veteran-anchored — 55% veterans vs 31% newcomers

■ 55% veterans ■ 14% 1-2yr ■ 31% new
Entry-cohort mix of 29 holders: 16 (55%) are 2+ year veterans, 4 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 Q1, 10 hedge funds were net buyers of MLPB (6 opened a new position, 4 added to an existing one), while 11 reduced or exited (7 trimmed, 4 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 38% of total institutional value in MLPB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +2 funds (more new holders than closures). 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 Q1 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 March 31, 2026 · 91d ago
MLPB
-0.5%
SPY
+13.7%

MLPB outperformed SPY by -14.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 46d ago
MLPB
-1.2%
SPY
+0.1%

Since the filing became public, MLPB outperformed SPY by -1.3% .

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.

0 top-rated funds 1 high-conviction
Consensus
0.0
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 29 27 7.41%
13F Shares 7M 7M -1.26%
Total Value $189M $167M 13.34%
New Positions 6 2 +4
Increased Positions 4 6 -2
Closed Positions 4 6 -2
Reduced Positions 7 10 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MLPB

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Marion Wealth Management 3.88% 602,363 $17.5M
2 ETF Store, Inc. 0.25% 8,805 $256K
3 Genesis Financial Group, LLC 0.15% 8,050 $234K
4 MBL Wealth, LLC 0.13% 60,033 $1.7M
5 CIBC Bancorp USA Inc. 0.12% 3,094,257 $89.8M
6 Savvy Advisors, Inc. 0.02% 21,878 $635K
7 MAI Capital Management 0.02% 100,001 $2.9M
8 Wells Fargo & Company/Mn 0.01% 2,254,587 $65.5M
9 Diversified Trust Co 0.01% 22,771 $661K
10 IFP Advisors, Inc 0.01% 16,310 $473K
11 Callan Family Office, LLC 0.01% 10,702 $311K
12 First Horizon Corp 0.01% 4,800 $139K
13 American National Bank & Trust 0.00% 1,780 $52K
14 Private Trust Co NA 0.00% 1,800 $52K
15 PNC Financial Services Group, INC. 0.00% 137,694 $4.0M
16 Wealth Enhancement Advisory Services, LLC 0.00% 24,600 $711K
17 Commerce Bank 0.00% 9,475 $275K
18 Kestra Advisory Services, LLC 0.00% 11,080 $322K
19 EP Wealth Advisors, LLC 0.00% 7,300 $212K
20 Fifth Third Bancorp 0.00% 14,449 $419K
21 Corient Private Wealth LLC 0.00% 11,868 $345K
22 Creative Planning 0.00% 8,041 $233K
23 Susquehanna International Group, LLP 0.00% 42,021 $1.2M
24 Harbour Investments, INC. 0.00% 220 $6K
25 LPL Financial LLC 0.00% 11,350 $330K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added MLPB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MLPB?

More sellers than buyers — 48% buying: Last quarter: 11 funds reduced or exited vs 10 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

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 Q1 hedge fund 13F filings?

As of today, MLPB has moved -1.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.1% for the SPY sector ETF — an outperformance of -1.3%. Since the quarter end (March 31, 2026), MLPB has gained -0.5% vs +13.7% 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.

Full history →