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United Bancorp
UBCP

29 hedge funds and large institutions have $7.33M invested in United Bancorp in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 2

26% more funds holding

Funds holding: 23 → 29 (+6)

0.38% more ownership

Funds ownership: 8.8% → 9.18% (+0.38%)

12% less capital invested

Capital invested by funds: $8.35M → $7.33M (-$1.03M)

Holders
29
Holders Change
+6
Holders Change %
+26.09%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
10
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WB
WesBanco Bank
West Virginia
+$159K
2
BAM
Belpointe Asset Management
Nevada
+$15.5K
3
Osaic Holdings
Osaic Holdings
Arizona
+$12.2K
4
FFA
Founders Financial Alliance
North Carolina
+$11.5K
5
UBS Group
UBS Group
Switzerland
+$8.71K

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$205K
2
Geode Capital Management
Geode Capital Management
Massachusetts
-$2.02K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$1.36M +$12.2K +808 +0.9%
AllianceBernstein
2
AllianceBernstein
Tennessee
$1.12M -$205K -13,536 -15%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.1M +$2.02K +133 +0.2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$745K -$2.02K -133 -0.3%
WB
5
WesBanco Bank
West Virginia
$441K +$159K +10,465 +54%
BCM
6
Bridgeway Capital Management
Texas
$399K – – –
KOC
7
Koss-Olinger Consulting
Florida
$335K +$3.47K +229 +1%
BlackRock
8
BlackRock
New York
$285K +$1.51K +100 +0.5%
FFA
9
Founders Financial Alliance
North Carolina
$272K +$11.5K +762 +4%
LWCFA
10
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$229K – – –
RA
11
Raffles Associates
New York
$221K – – –
Financial Engines Advisors
12
Financial Engines Advisors
California
$167K – – –
LPL Financial
13
LPL Financial
California
$151K +$242 +16 +0.2%
State Street
14
State Street
Massachusetts
$150K – – –
LAM
15
Lakewood Asset Management
Illinois
$90K +$92.7K +6,116 New
Morgan Stanley
16
Morgan Stanley
New York
$87.3K +$45 +3 +0.1%
HNB
17
Huntington National Bank
Ohio
$70K – – –
Wells Fargo
18
Wells Fargo
California
$30K – – –
UBS Group
19
UBS Group
Switzerland
$29.9K +$8.71K +575 +39%
BAM
20
Belpointe Asset Management
Nevada
$15.1K +$15.5K +1,023 New
BCWM
21
Bartlett & Co Wealth Management
Ohio
$8.07K – – –
BC
22
Bartlett & Co
Ohio
$8K – – –
BCMLT
23
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.36K – – –
TRCT
24
Tower Research Capital (TRC)
New York
$3K +$2.77K +183 New
ASN
25
Advisory Services Network
Georgia
$2.55K +$2.62K +173 New
1
2

UBCP Hedge Fund Activity: Q4 2022 in Review

29 of the 6,223 institutional investors tracked by Wall St. Rank reported a position in United Bancorp (UBCP) for Q4 2022, worth a combined $7.33M — down 12% from $8.35M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new UBCP positions and 0 closed out — a net gain of 6 holders — while 10 added to existing stakes and 2 trimmed.

The largest buyer was WesBanco Bank, adding an estimated $159K. The largest seller was AllianceBernstein, cutting an estimated $205K.

  • 29 institutional investors held United Bancorp (UBCP) as of Q4 2022, up from 23 in Q3 2022.
  • Funds reported $7.33M of United Bancorp stock for Q4 2022, down 12% quarter-over-quarter.
  • 6 funds opened new United Bancorp positions in Q4 2022 and 0 closed out, a net change of +6 holders.
  • The largest United Bancorp buyer in Q4 2022 was WesBanco Bank, an estimated $159K added.
  • The largest United Bancorp seller in Q4 2022 was AllianceBernstein, an estimated $205K sold.

Based on aggregated 13F filings for Q4 2022.