We are live on ! Find out more
UBSI icon

United Bankshares

305 hedge funds and large institutions have $3.24B invested in United Bankshares in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 97 increasing their positions, 103 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $1.84M | Put options by funds: $1.3M

23% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 31

1.93% more ownership

Funds ownership: 65.97%67.9% (+1.9%)

1% more funds holding

Funds holding: 301305 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $3.25B → $3.24B (-$13.6M)

6% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 103

Holders
305
Holders Change
+4
Holders Change %
+1.33%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
97
Reduced
103
Closed
31
Calls
$1.84M
Puts
$1.3M
Net Calls
+$548K
Net Calls Change
+$816K
Name Holding Trade Value Shares
Change
Change in
Stake
Chevy Chase Trust
226
Chevy Chase Trust
Maryland
$236K -$36.3K -1,000 -13%
CCM
227
Coldstream Capital Management
Washington
$234K -$1.93K -53 -0.8%
GLLW
228
Graves Light Lenhart Wealth
Virginia
$232K -$2.25K -62 -0.9%
LWA
229
Lenox Wealth Advisors
New York
$232K
SCM
230
Shelton Capital Management
Colorado
$231K
CSPIA
231
Cary Street Partners Investment Advisory
Virginia
$226K
EWM
232
Evermay Wealth Management
Virginia
$224K
ACA
233
Aptus Capital Advisors
Alabama
$221K
CA
234
Cetera Advisors
Colorado
$211K +$12.6K +346 +6%
SAM
235
Shell Asset Management
Netherlands
$209K -$32.3K -888 -13%
SWA
236
Stratos Wealth Advisors
Ohio
$206K +$2.14K +59 +1%
HWMA
237
Heritage Wealth Management (Arizona)
Arizona
$193K +$201K +5,541 New
GWM
238
Geneos Wealth Management
Colorado
$180K
VRM
239
Vectors Research Management
New York
$179K
Pacer Advisors
240
Pacer Advisors
Pennsylvania
$157K -$325K -8,938 -67%
Ohio Public Employees Retirement System (OPERS)
241
Ohio Public Employees Retirement System (OPERS)
Ohio
$153K +$12.6K +347 +9%
TRCT
242
Tower Research Capital (TRC)
New York
$139K -$33.8K -931 -19%
WSCM
243
Wellington Shields Capital Management
New York
$111K +$115K +3,173 New
HIA
244
Harbor Investment Advisory
Maryland
$107K -$36.1K -995 -25%
FBT
245
First Bank & Trust
South Dakota
$104K -$6.03K -166 -5%
FIA
246
FNY Investment Advisers
New York
$101K +$105K +2,900 New
CI Investments Inc
247
CI Investments Inc
Ontario, Canada
$100K
C
248
Covestor
United Kingdom
$84K +$37.6K +1,035 +75%
HBW
249
Hazlett, Burt & Watson
West Virginia
$73K +$75.5K +2,079 New
AIM
250
Anchor Investment Management
South Carolina
$69.8K

UBSI Hedge Fund Activity: Q1 2022 in Review

305 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q1 2022, worth a combined $3.24B — down 0.42% from $3.25B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new UBSI positions and 31 closed out — a net gain of 7 holders — while 97 added to existing stakes and 103 trimmed.

The largest buyer was State Street, adding an estimated $101M. The largest seller was Janus Henderson Group, cutting an estimated $18.4M.

  • 305 institutional investors held United Bankshares (UBSI) as of Q1 2022, up from 301 in Q4 2021.
  • Funds reported $3.24B of United Bankshares stock for Q1 2022, down 0.42% quarter-over-quarter.
  • 38 funds opened new United Bankshares positions in Q1 2022 and 31 closed out, a net change of +7 holders.
  • The largest United Bankshares buyer in Q1 2022 was State Street, an estimated $101M added.
  • The largest United Bankshares seller in Q1 2022 was Janus Henderson Group, an estimated $18.4M sold.

Based on aggregated 13F filings for Q1 2022.