Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

UBS AG LONDON BRANCH (MLPB)

23 + 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
↓ -3
Streak
2Q ▼
Buyers last Q
32%

Smart Money Signals — MLPB

Based on 23 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their MLPB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 82% of 3.0Y peak

82% of all-time peak
23 funds currently hold this stock — 82% of the 3.0-year high of 28 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 12% fewer funds vs a year ago

fund count last 6Q
3 fewer hedge funds hold MLPB compared to a year ago (-12% 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 — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 5 → 2 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 30% medium ■ 13% new
13 out of 23 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.
⚠️

Saturation — most institutions already know this story

6 → 5 → 5 → 2 → 2 new funds/Q
New funds entering each quarter: 5 → 5 → 2 → 2. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 9% 1-2yr ■ 30% new
Of 23 current holders: 14 (61%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
6 of 23 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.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 2025 Q4, 7 hedge funds were net buyers of MLPB (2 opened a new position, 5 added to an existing one), while 15 reduced or exited (10 trimmed, 5 sold completely) — a 32% buyer ratio, indicating net institutional distribution. Net selling has persisted for two consecutive quarters. 38% of total institutional value in MLPB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 23.

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.

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
0.6
/ 10
conviction
Hedge Fund Positioning: MLPB
2026 Q1 Stats Unlock in 3 days 23 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 23 26 -11.54%
13F Shares 7M 7M -0.73%
Total Value $165M $163M 0.98%
New Positions 2 2 -
Increased Positions 5 7 -2
Closed Positions 5 4 +1
Reduced Positions 10 6 +4
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 Q1)

23 + 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 institutional holders of MLPB — 2025 Q4 · 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 MBL Wealth, LLC 0.13% 60,033 $1.7M
4 CIBC Bancorp USA Inc. 0.12% 3,094,257 $89.8M
5 Savvy Advisors, Inc. 0.02% 21,878 $635K
6 MAI Capital Management 0.02% 100,001 $2.9M
7 WELLS FARGO & COMPANY/MN 0.01% 2,254,587 $65.5M
8 Diversified Trust Co 0.01% 22,771 $661K
9 IFP Advisors, Inc 0.01% 16,310 $473K
10 Callan Family Office, LLC 0.01% 10,702 $311K
11 FIRST HORIZON CORP 0.01% 4,800 $139K
12 AMERICAN NATIONAL BANK & TRUST 0.00% 1,780 $52K
13 PRIVATE TRUST CO NA 0.00% 1,800 $52K
14 PNC FINANCIAL SERVICES GROUP, INC. 0.00% 137,694 $4.0M
15 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 24,600 $711K
16 COMMERCE BANK 0.00% 9,475 $275K
17 Kestra Advisory Services, LLC 0.00% 11,080 $322K
18 EP Wealth Advisors, LLC 0.00% 7,300 $212K
19 FIFTH THIRD BANCORP 0.00% 14,449 $419K
20 Corient Private Wealth LLC 0.00% 11,868 $345K
21 Creative Planning 0.00% 8,041 $233K
22 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 42,021 $1.2M
23 HARBOUR INVESTMENTS, INC. 0.00% 220 $6K
24 LPL Financial LLC 0.00% 11,350 $330K
25 CITADEL ADVISORS LLC 0.00% 18,583 $539K
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?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their MLPB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

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: 6 of 23 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?

57% of holders stayed for 2+ years: 13 out of 23 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.

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.