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United Bankshares
UBSI

Overview Fund Activity

316 hedge funds and large institutions have $3.43B invested in United Bankshares in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 94 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+7
Holders Change %
+2.27%
% of All Funds
4.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
35
Increased
94
Reduced
113
Closed
26
Calls
$3.88M
Puts
$1.55M
Net Calls
+$2.32M
Net Calls Change
-$889K

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$141M
2
Invesco
2
Invesco
Georgia
$30.1M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$278M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$6.08M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$46.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.3M
2
BlackRock
2
BlackRock
New York
$699M
3
Citadel Advisors
3
Citadel Advisors
Florida
$25.3M
4
ProShare Advisors
4
ProShare Advisors
Maryland
$37.5M
5
SAM
5
Silvercrest Asset Management
New York
$75.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
226
Nisa Investment Advisors
Missouri
$236K +$17K +470 +8%
EI
227
Ethic Inc
New York
$234K -$7.73K -216 -3%
Envestnet Portfolio Solutions
228
Envestnet Portfolio Solutions
Illinois
$223K -$8.73K -244 -4%
CA
229
Cetera Advisors
Colorado
$223K +$2.36K +66 +1%
SL
230
Salomon & Ludwin
Virginia
$223K -$3.65K -102 -2%
NGA
231
Naples Global Advisors
Florida
$213K – – –
CSPIA
232
Cary Street Partners Investment Advisory
Virginia
$213K -$20.5K -573 -9%
CCWM
233
Cassaday & Co Wealth Management
Virginia
$213K – – –
SCM
234
Shelton Capital Management
Colorado
$211K – – –
MCM
235
MAI Capital Management
Ohio
$207K +$207K +5,795 New
CC
236
Courier Capital
New York
$207K – – –
CSS
237
Cubist Systematic Strategies
Connecticut
$207K +$207K +5,781 New
SSA
238
Schonfeld Strategic Advisors
New York
$204K +$204K +5,693 New
Neuberger Berman Group
239
Neuberger Berman Group
New York
$201K +$201K +5,620 New
AWM
240
Accurate Wealth Management
Florida
$201K -$5.71K -167 -3%
SWM
241
Spire Wealth Management
Virginia
$196K – – –
GFL
242
Granite FO LLC
New Hampshire
$178K – – –
EWM
243
Evermay Wealth Management
Virginia
$150K – – –
BFS
244
Burkett Financial Services
South Carolina
$143K +$1.04K +29 +0.7%
A
245
AlphaQuest
New York
$127K +$127K +3,545 New
KBC Group
246
KBC Group
Belgium
$106K +$21.4K +599 +25%
PS
247
Principal Securities
Iowa
$99.5K -$34.5K -963 -26%
HNB
248
Hilltop National Bank
Wyoming
$96K +$96K +2,682 New
AIM
249
Anchor Investment Management
South Carolina
$91K – – –
GRP
250
Global Retirement Partners
California
$89.4K – – –
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