UBSI icon

United Bankshares
UBSI

Overview Fund Activity

309 hedge funds and large institutions have $3.64B invested in United Bankshares in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 109 increasing their positions, 91 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
4.53%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
52
Increased
109
Reduced
91
Closed
47
Calls
$5.25M
Puts
$2.03M
Net Calls
+$3.21M
Net Calls Change
+$3.44M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$106M
2
Morgan Stanley
2
Morgan Stanley
New York
$73.2M
3
EARNEST Partners
3
EARNEST Partners
Georgia
$160M
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$42.9M
5
BlackRock
5
BlackRock
New York
$750M

Top Sellers

1
SAM
1
Silvercrest Asset Management
New York
$88.8M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$57.5M
3
HF
3
HRT Financial
New York
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$12.5K
5
Millennium Management
5
Millennium Management
New York
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
226
Shelton Capital Management
Colorado
$222K +$222K +5,908 New
Lido Advisors
227
Lido Advisors
California
$222K -$71.2K -1,877 -24%
AWM
228
Accurate Wealth Management
Florida
$221K -$56.3K -1,539 -20%
XT
229
XTX Topco
Cayman Islands
$218K -$165K -4,397 -43%
CC
230
Courier Capital
New York
$217K +$217K +5,789 New
CAN
231
Cetera Advisor Networks
California
$208K +$208K +5,539 New
BIA
232
Beacon Investment Advisors
Maryland
$202K +$202K +5,374 New
SWM
233
Spire Wealth Management
Virginia
$201K -$118K -3,225 -37%
BBHC
234
Brown Brothers Harriman & Co
New York
$188K -$138K -3,663 -42%
SL
235
Salomon & Ludwin
Virginia
$174K – – –
GFL
236
Granite FO LLC
New Hampshire
$173K – – –
ASN
237
Advisory Services Network
Georgia
$161K +$161K +4,288 New
EWM
238
Evermay Wealth Management
Virginia
$158K -$68.7K -1,812 -30%
SG Americas Securities
239
SG Americas Securities
New York
$151K -$2.67M -70,994 -95%
BFS
240
Burkett Financial Services
South Carolina
$149K +$149K +3,958 New
PS
241
Principal Securities
Iowa
$141K +$141K +3,743 New
MSG
242
Main Street Group
Virginia
$140K +$140K +3,722 New
WSCM
243
Wellington Shields Capital Management
New York
$119K +$119K +3,173 New
SAM
244
Shell Asset Management
Netherlands
$111K -$33.3K -890 -23%
FIA
245
FNY Investment Advisers
New York
$108K – – –
C
246
Covestor
United Kingdom
$101K -$36.2K -965 -26%
AIM
247
Anchor Investment Management
South Carolina
$95.5K – – –
GRP
248
Global Retirement Partners
California
$89.2K +$36 +1 +0%
KBC Group
249
KBC Group
Belgium
$89K +$16.5K +439 +23%
SPIA
250
Steward Partners Investment Advisory
New York
$74.1K – – –
8 9
10
11 12