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United Bankshares

304 hedge funds and large institutions have $3.13B invested in United Bankshares in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 110 increasing their positions, 107 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $2.43M | Put options by funds: $1.21M

3% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 107

0.35% more ownership

Funds ownership: 71.02%71.37% (+0.35%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 316304 (-12)

9% less capital invested

Capital invested by funds: $3.43B → $3.13B (-$300M)

18% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 33

Holders
304
Holders Change
-12
Holders Change %
-3.8%
% of All Funds
4.39%
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
107
Closed
33
Calls
$2.43M
Puts
$1.21M
Net Calls
+$1.22M
Net Calls Change
-$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
226
O'Shaughnessy Asset Management
Connecticut
$228K -$48.9K -1,480 -17%
GLLW
227
Graves Light Lenhart Wealth
Virginia
$216K
Envestnet Portfolio Solutions
228
Envestnet Portfolio Solutions
Illinois
$214K +$11.6K +350 +6%
AWM
229
Accurate Wealth Management
Florida
$211K +$3.01K +91 +2%
AAG
230
Accordant Advisory Group
Maryland
$211K -$6.61K -200 -3%
SL
231
Salomon & Ludwin
Virginia
$202K
CA
232
Clearstead Advisors
Ohio
$196K +$199K +6,035 New
BBHC
233
Brown Brothers Harriman & Co
New York
$183K -$44.3K -1,340 -19%
EWM
234
Evermay Wealth Management
Virginia
$136K
KBC Group
235
KBC Group
Belgium
$119K +$23K +695 +23%
IC
236
Innealta Capital
Texas
$116K +$119K +3,590 New
CI Investments Inc
237
CI Investments Inc
Ontario, Canada
$109K +$38.1K +1,154 +52%
HNB
238
Hilltop National Bank
Wyoming
$93.8K +$6.91K +209 +8%
PS
239
Principal Securities
Iowa
$93.3K +$3.17K +96 +3%
GRP
240
Global Retirement Partners
California
$80.7K -$364 -11 -0.4%
SPIA
241
Steward Partners Investment Advisory
New York
$72K +$8.1K +245 +12%
Ohio Public Employees Retirement System (OPERS)
242
Ohio Public Employees Retirement System (OPERS)
Ohio
$62.6K +$2.02K +61 +3%
KFI
243
Key Financial Inc
Pennsylvania
$59.4K
GI
244
GAMMA Investing
California
$50.1K +$36.6K +1,108 +254%
MPWT
245
MassMutual Private Wealth & Trust
Connecticut
$49.2K
CH
246
Canton Hathaway
Rhode Island
$49K
HCP
247
Hexagon Capital Partners
Arkansas
$44.5K +$5.65K +171 +14%
HIA
248
Harbor Investment Advisory
Maryland
$43.1K
HBW
249
Hazlett, Burt & Watson
West Virginia
$42K
C
250
Covestor
United Kingdom
$42K +$14.3K +433 +50%

UBSI Hedge Fund Activity: Q2 2024 in Review

304 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q2 2024, worth a combined $3.13B — down 8.7% from $3.43B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of UBSI and 27 opened new positions — a net loss of 6 holders — while 107 trimmed existing stakes and 110 added.

The largest buyer was ProShare Advisors, adding an estimated $38.3M. The largest seller was Millennium Management, exiting entirely with an estimated $14.4M sold.

  • 304 institutional investors held United Bankshares (UBSI) as of Q2 2024, down from 316 in Q1 2024.
  • Funds reported $3.13B of United Bankshares stock for Q2 2024, down 8.7% quarter-over-quarter.
  • 27 funds opened new United Bankshares positions in Q2 2024 and 33 closed out, a net change of -6 holders.
  • The largest United Bankshares buyer in Q2 2024 was ProShare Advisors, an estimated $38.3M added.
  • The largest United Bankshares seller in Q2 2024 was Millennium Management, an estimated $14.4M sold.

Based on aggregated 13F filings for Q2 2024.