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United Bancorp

25 hedge funds and large institutions have $6.9M invested in United Bancorp in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

0.57% more ownership

Funds ownership: 8.72%9.29% (+0.57%)

2% less capital invested

Capital invested by funds: $7.02M → $6.9M (-$120K)

4% less funds holding

Funds holding: 2625 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
1
Commonwealth Financial Services
West Virginia
$1.08M -$102K -8,045 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$871K +$419 +33 +0%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$642K +$19.5K +1,536 +3%
WB
4
WesBanco Bank
West Virginia
$591K
VFPW
5
Vantage Financial Partners (Wisconsin)
Wisconsin
$556K
BlackRock
6
BlackRock
New York
$499K +$223K +17,557 +79%
FFA
7
Founders Financial Alliance
North Carolina
$471K +$304 +24 +0.1%
VF
8
Vawter Financial
Ohio
$457K +$462K +36,408 New
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$419K +$32.7K +2,575 +8%
KOC
10
Koss-Olinger Consulting
Florida
$293K +$296K +23,338 New
Northern Trust
11
Northern Trust
Illinois
$225K -$3.19K -251 -1%
RA
12
Raffles Associates
New York
$193K
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$164K -$22.5K -1,771 -12%
Morgan Stanley
14
Morgan Stanley
New York
$129K -$3.81K -300 -3%
State Street
15
State Street
Massachusetts
$126K
LWCFA
16
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$89.9K
Osaic Holdings
17
Osaic Holdings
Arizona
$39K +$31.7K +2,500 +411%
Bank of America
18
Bank of America
North Carolina
$15.3K +$343 +27 +2%
TRCT
19
Tower Research Capital (TRC)
New York
$11.7K +$2.08K +164 +21%
BWL
20
Bogart Wealth LLC
Virginia
$10.1K +$10.2K +802 New
BCMLT
21
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.28K
UBS Group
22
UBS Group
Switzerland
$4.89K +$63 +5 +1%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$3K
GWM
24
Geneos Wealth Management
Colorado
$2.51K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1K +$469 +37 +79%

UBCP Hedge Fund Activity: Q2 2024 in Review

25 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in United Bancorp (UBCP) for Q2 2024, worth a combined $6.9M — down 1.7% from $7.02M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of UBCP and 3 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 10 added.

The largest buyer was Vawter Financial, opening a new position worth an estimated $462K. The largest seller was Bridgeway Capital Management, exiting entirely with an estimated $268K sold.

  • 25 institutional investors held United Bancorp (UBCP) as of Q2 2024, down from 26 in Q1 2024.
  • Funds reported $6.9M of United Bancorp stock for Q2 2024, down 1.7% quarter-over-quarter.
  • 3 funds opened new United Bancorp positions in Q2 2024 and 4 closed out, a net change of -1 holder.
  • The largest United Bancorp buyer in Q2 2024 was Vawter Financial, an estimated $462K added.
  • The largest United Bancorp seller in Q2 2024 was Bridgeway Capital Management, an estimated $268K sold.

Based on aggregated 13F filings for Q2 2024.