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United Bankshares
UBSI

Overview Fund Activity

296 hedge funds and large institutions have $2.91B invested in United Bankshares in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 94 increasing their positions, 107 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
-13
Holders Change %
-4.21%
% of All Funds
4.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
94
Reduced
107
Closed
40
Calls
$5.85M
Puts
$1.04M
Net Calls
+$4.81M
Net Calls Change
+$4.11M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$151M
2
Connor, Clark & Lunn Investment Management (CC&L)
2
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.31M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$4.54M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.98M
5
CIP
5
Chartwell Investment Partners
Pennsylvania
$8.47M

Top Sellers

1
State Street
1
State Street
Massachusetts
$394M
2
Ameriprise
2
Ameriprise
Minnesota
$10.6M
3
BlackRock
3
BlackRock
New York
$578M
4
Norges Bank
4
Norges Bank
Norway
$32.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$418M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLICM
226
Metropolitan Life Insurance Company (MetLife)
New York
$212K +$3.15K +106 +2%
AWM
227
Accurate Wealth Management
Florida
$211K +$6.11K +210 +3%
PBO
228
Peoples Bank (Ohio)
Ohio
$209K – – –
CSPIA
229
Cary Street Partners Investment Advisory
Virginia
$194K – – –
TRCT
230
Tower Research Capital (TRC)
New York
$190K -$68.6K -2,313 -27%
EWM
231
Evermay Wealth Management
Virginia
$179K -$539 -18 -0.3%
Allspring Global Investments
232
Allspring Global Investments
North Carolina
$171K +$7.48K +252 +5%
GFL
233
Granite FO LLC
New Hampshire
$137K – – –
HT
234
Headlands Technologies
Illinois
$136K +$136K +4,568 New
SAM
235
Shell Asset Management
Netherlands
$116K -$651 -22 -0.6%
FIA
236
FNY Investment Advisers
New York
$86K +$56.3K +1,900 +190%
CWM
237
Compass Wealth Management
Connecticut
$84.6K – – –
AIM
238
Anchor Investment Management
South Carolina
$75.4K – – –
GRP
239
Global Retirement Partners
California
$73.5K +$70.6K +2,379 +2,403%
PTC
240
Private Trust Company
Ohio
$59.6K – – –
SPIA
241
Steward Partners Investment Advisory
New York
$58.6K – – –
BCWM
242
Bartlett & Co Wealth Management
Ohio
$48K – – –
BC
243
Bartlett & Co
Ohio
$48K – – –
MPWT
244
MassMutual Private Wealth & Trust
Connecticut
$47.2K +$2.2K +74 +5%
C
245
Covestor
United Kingdom
$46K -$37.5K -1,278 -45%
CH
246
Canton Hathaway
Rhode Island
$45K – – –
Ohio Public Employees Retirement System (OPERS)
247
Ohio Public Employees Retirement System (OPERS)
Ohio
$45K +$3.13K +105 +7%
CWP
248
Concord Wealth Partners
Virginia
$44.3K – – –
CI Investments Inc
249
CI Investments Inc
Ontario, Canada
$43K +$3.26K +111 +8%
Simplex Trading
250
Simplex Trading
Illinois
$40K -$30.2K -1,026 -43%
8 9
10
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