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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
CAM
251
Clarity Asset Management
Iowa
$41.9K +$7.27K +220 +21%
A
252
AlphaQuest
New York
$38.3K -$78.1K -2,363 -67%
APC
253
Aspire Private Capital
North Carolina
$36.7K
Fifth Third Bancorp
254
Fifth Third Bancorp
Ohio
$36.5K +$3.17K +96 +9%
Nomura Asset Management
255
Nomura Asset Management
Japan
$35K
NC
256
nVerses Capital
Florida
$32.4K +$3.31K +100 +11%
PTC
257
Private Trust Company
Ohio
$27.8K -$34.9K -1,055 -55%
Allspring Global Investments
258
Allspring Global Investments
North Carolina
$21.3K
EC
259
EntryPoint Capital
New York
$19.3K +$19.6K +594 New
GJIA
260
Glass Jacobson Investment Advisors
Maryland
$19.1K
SWM
261
Spire Wealth Management
Virginia
$17.8K -$163K -4,941 -90%
AIM
262
Anchor Investment Management
South Carolina
$17.6K -$66.1K -2,000 -79%
SIC
263
Salem Investment Counselors
North Carolina
$16.4K
Jones Financial Companies
264
Jones Financial Companies
Missouri
$16.2K +$16.5K +500 New
EWA
265
EverSource Wealth Advisors
Alabama
$15.9K +$66 +2 +0.5%
MCM
266
Manchester Capital Management
Vermont
$14.4K +$14.6K +443 New
GG
267
Gleason Group
Kentucky
$13.8K +$165 +5 +1%
BFS
268
Burkett Financial Services
South Carolina
$12.4K -$119K -3,606 -90%
PA
269
PSI Advisors
Florida
$11.9K -$12.8K -388 -51%
MCM
270
MV Capital Management
Maryland
$11K
AF
271
Allworth Financial
California
$9.45K
HI
272
Harbour Investments
Wisconsin
$9.08K
FUBT
273
First United Bank & Trust
Maryland
$8.18K
UB
274
UMB Bank
Missouri
$8.11K -$925 -28 -10%
PWMG
275
Private Wealth Management Group
New Jersey
$7.82K -$364 -11 -4%

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.