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United Bancorp

26 hedge funds and large institutions have $7.02M invested in United Bancorp in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $6.58M → $7.02M (+$433K)

0.29% less ownership

Funds ownership: 9.01%8.72% (-0.29%)

7% less funds holding

Funds holding: 2826 (-2)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
26
Holders Change
-2
Holders Change %
-7.14%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
1
Commonwealth Financial Services
West Virginia
$1.24M
Vanguard Group
2
Vanguard Group
Pennsylvania
$1M +$234 +19 +0%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$718K
WB
4
WesBanco Bank
West Virginia
$681K +$276K +22,357 +90%
VFPW
5
Vantage Financial Partners (Wisconsin)
Wisconsin
$641K
FFA
6
Founders Financial Alliance
North Carolina
$543K +$67.1K +5,441 +17%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$446K
BlackRock
8
BlackRock
New York
$321K -$3.4K -276 -1%
BCM
9
Bridgeway Capital Management
Texas
$268K
Northern Trust
10
Northern Trust
Illinois
$263K -$16.2K -1,317 -7%
RA
11
Raffles Associates
New York
$222K +$4.27K +346 +2%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$214K +$24.9K +2,018 +16%
Morgan Stanley
13
Morgan Stanley
New York
$153K -$152K -12,331 -54%
State Street
14
State Street
Massachusetts
$146K
LWCFA
15
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$95K
Bank of America
16
Bank of America
North Carolina
$17.3K -$604 -49 -4%
TRCT
17
Tower Research Capital (TRC)
New York
$11.1K -$3.96K -321 -29%
Osaic Holdings
18
Osaic Holdings
Arizona
$8.8K
BCMLT
19
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.24K
UBS Group
20
UBS Group
Switzerland
$5.57K -$2.04K -165 -30%
Wells Fargo
21
Wells Fargo
California
$5.45K
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$3K
GWM
23
Geneos Wealth Management
Colorado
$2.89K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1K -$1.08K -88 -65%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$157 +$136 +11 New

UBCP Hedge Fund Activity: Q1 2024 in Review

26 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in United Bancorp (UBCP) for Q1 2024, worth a combined $7.02M — up 6.6% from $6.58M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of UBCP and 1 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 5 added.

The largest buyer was WesBanco Bank, adding an estimated $276K. The largest seller was Koss-Olinger Consulting, exiting entirely with an estimated $300K sold.

  • 26 institutional investors held United Bancorp (UBCP) as of Q1 2024, down from 28 in Q4 2023.
  • Funds reported $7.02M of United Bancorp stock for Q1 2024, up 6.6% quarter-over-quarter.
  • 1 fund opened new United Bancorp positions in Q1 2024 and 3 closed out, a net change of -2 holders.
  • The largest United Bancorp buyer in Q1 2024 was WesBanco Bank, an estimated $276K added.
  • The largest United Bancorp seller in Q1 2024 was Koss-Olinger Consulting, an estimated $300K sold.

Based on aggregated 13F filings for Q1 2024.