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United Bankshares

295 hedge funds and large institutions have $3.3B invested in United Bankshares in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 105 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,710% more call options, than puts

Call options by funds: $1.9M | Put options by funds: $105K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

1.62% more ownership

Funds ownership: 67.9%69.52% (+1.6%)

4% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 101

2% more capital invested

Capital invested by funds: $3.24B → $3.3B (+$66.2M)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

3% less funds holding

Funds holding: 305295 (-10)

Holders
295
Holders Change
-10
Holders Change %
-3.28%
% of All Funds
4.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
29
Increased
105
Reduced
101
Closed
29
Calls
$1.9M
Puts
$105K
Net Calls
+$1.79M
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
276
JFS Wealth Advisors
Pennsylvania
$5K +$2.14K +61 +76%
Carson Wealth (CWM LLC)
277
Carson Wealth (CWM LLC)
Nebraska
$4K +$2.46K +70 +121%
Simplex Trading
278
Simplex Trading
Illinois
$4K +$4.7K +134 New
VVP
279
Venture Visionary Partners
Ohio
$3.61K +$3.61K +103 New
CWC
280
Carolinas Wealth Consulting
North Carolina
$3K
GRP
281
Global Retirement Partners
California
$3K
STCOSD
282
Sageworth Trust Company of South Dakota
South Dakota
$3K
BWL
283
Bogart Wealth LLC
Virginia
$2K
COCM
284
Charter Oak Capital Management
New Hampshire
$2K
CCA
285
Column Capital Advisors
Indiana
$2K
SC
286
Schubert & Co
Texas
$2K +$1.4K +40 +211%
HCP
287
Hexagon Capital Partners
Arkansas
$2K +$1.93K +55 New
BIA
288
Bell Investment Advisors
California
$2K +$2.21K +63 New
SFG
289
Steward Financial Group
Texas
$2K +$2.42K +69 New
WPA
290
West Paces Advisors
Georgia
$2K
CT
291
Caldwell Trust
Florida
$1.54K
Bank of Montreal
292
Bank of Montreal
Ontario, Canada
$1.36K +$41.9K +1,194 +3%
AF
293
Allworth Financial
California
$1K -$667 -19 -53%
GWS
294
Glassman Wealth Services
Virginia
$1K
DI
295
Disciplined Investments
Oklahoma
$1K +$175 +5 +19%
E
296
Ergoteles
New York
-$3M -86,098 Closed
OMC
297
Old Mission Capital
Illinois
-$2.79M -79,916 Closed
Balyasny Asset Management
298
Balyasny Asset Management
Illinois
-$2.78M -79,784 Closed
Citadel Advisors
299
Citadel Advisors
Florida
-$1.72M -48,982 Closed
OQS
300
Occudo Quantitative Strategies
Florida
-$1.57M -44,955 Closed

UBSI Hedge Fund Activity: Q2 2022 in Review

295 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q2 2022, worth a combined $3.3B — up 2% from $3.24B a quarter earlier.

Fund positioning in UBSI was balanced in Q2 2022: 29 funds opened new positions, 29 closed out, 105 added to existing stakes and 101 trimmed.

The largest buyer was State Street, adding an estimated $86.8M. The largest seller was Norges Bank, cutting an estimated $10.9M.

  • 295 institutional investors held United Bankshares (UBSI) as of Q2 2022, down from 305 in Q1 2022.
  • Funds reported $3.3B of United Bankshares stock for Q2 2022, up 2% quarter-over-quarter.
  • 29 funds opened new United Bankshares positions in Q2 2022 and 29 closed out, a net change of 0 holders.
  • The largest United Bankshares buyer in Q2 2022 was State Street, an estimated $86.8M added.
  • The largest United Bankshares seller in Q2 2022 was Norges Bank, an estimated $10.9M sold.

Based on aggregated 13F filings for Q2 2022.