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United Bankshares
UBSI

Overview Fund Activity

305 hedge funds and large institutions have $3.14B invested in United Bankshares in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 110 increasing their positions, 108 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
-11
Holders Change %
-3.48%
% of All Funds
4.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
27
Increased
110
Reduced
108
Closed
32
Calls
$2.43M
Puts
$1.21M
Net Calls
+$1.22M
Net Calls Change
-$1.11M

Top Buyers

1
ProShare Advisors
1
ProShare Advisors
Maryland
$71.6M
2
Voloridge Investment Management
2
Voloridge Investment Management
Florida
$8.11M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$7.61M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$106M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$257M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
AIG
2
American International Group
New York
$0
3
State Street
3
State Street
Massachusetts
$265M
4
Barclays
4
Barclays
United Kingdom
$4.62M
5
BlackRock
5
BlackRock
New York
$628M
Name Holding Trade Value Shares
Change 		Shares
Change %
PBO
226
Peoples Bank (Ohio)
Ohio
$229K – – –
OSAM
227
O'Shaughnessy Asset Management
Connecticut
$228K -$48K -1,480 -17%
GLLW
228
Graves Light Lenhart Wealth
Virginia
$216K – – –
Envestnet Portfolio Solutions
229
Envestnet Portfolio Solutions
Illinois
$214K +$11.4K +350 +6%
AWM
230
Accurate Wealth Management
Florida
$211K +$3.22K +91 +2%
AAG
231
Accordant Advisory Group
Maryland
$211K -$6.49K -200 -3%
SL
232
Salomon & Ludwin
Virginia
$202K – – –
CA
233
Clearstead Advisors
Ohio
$196K +$196K +6,035 New
BBHC
234
Brown Brothers Harriman & Co
New York
$183K -$43.5K -1,340 -19%
EWM
235
Evermay Wealth Management
Virginia
$136K – – –
KBC Group
236
KBC Group
Belgium
$119K +$22.6K +695 +23%
IC
237
Innealta Capital
Texas
$116K +$116K +3,590 New
CI Investments Inc
238
CI Investments Inc
Ontario, Canada
$109K +$37.5K +1,154 +52%
HNB
239
Hilltop National Bank
Wyoming
$93.8K +$6.78K +209 +8%
PS
240
Principal Securities
Iowa
$93.3K +$3.11K +96 +3%
GRP
241
Global Retirement Partners
California
$80.7K -$357 -11 -0.4%
SPIA
242
Steward Partners Investment Advisory
New York
$72K +$7.95K +245 +12%
Ohio Public Employees Retirement System (OPERS)
243
Ohio Public Employees Retirement System (OPERS)
Ohio
$62.6K +$1.98K +61 +3%
KFI
244
Key Financial Inc
Pennsylvania
$59.4K – – –
GI
245
GAMMA Investing
California
$50.1K +$35.9K +1,108 +254%
MPWT
246
MassMutual Private Wealth & Trust
Connecticut
$49.2K – – –
CH
247
Canton Hathaway
Rhode Island
$49K – – –
HCP
248
Hexagon Capital Partners
Arkansas
$44.5K +$5.55K +171 +14%
HIA
249
Harbor Investment Advisory
Maryland
$43.1K – – –
HBW
250
Hazlett, Burt & Watson
West Virginia
$42K – – –
8 9
10
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