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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
CTC
276
Central Trust Company
Missouri
$7.53K
PA
277
Parallel Advisors
California
$7.33K
LI
278
LRI Investments
Florida
$6.71K +$6.84K +207 New
AAP
279
Arax Advisory Partners
Colorado
$6.13K +$6.25K +189 New
QL
280
Quarry LP
New York
$6.03K +$6.15K +186 New
Bessemer Group
281
Bessemer Group
New Jersey
$6K -$14.3K -432 -70%
FMTCOCP
282
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K -$3.6K -109 -37%
MIM
283
Macroview Investment Management
Maryland
$4.9K
QCG
284
Quadrant Capital Group
Ohio
$4.74K
HWA
285
HHM Wealth Advisors
Tennessee
$4.25K
HCM
286
Hollencrest Capital Management
California
$3.92K
Carson Wealth (CWM LLC)
287
Carson Wealth (CWM LLC)
Nebraska
$3K +$628 +19 +32%
CFGS
288
Concourse Financial Group Securities
Alabama
$2.95K -$760 -23 -20%
FFA
289
Farther Finance Advisors
California
$2.94K +$331 +10 +12%
SAM
290
Smartleaf Asset Management
Massachusetts
$2.74K +$826 +25 +41%
CWC
291
Carolinas Wealth Consulting
North Carolina
$2.69K -$364 -11 -12%
BIA
292
Bell Investment Advisors
California
$2.63K
BWL
293
Bogart Wealth LLC
Virginia
$2.3K
TWP
294
Triad Wealth Partners
Kansas
$2.3K +$2.35K +71 New
MG
295
Mather Group
Illinois
$2.29K
RIL
296
Rothschild Investment LLC
Illinois
$2.11K -$17.2K -521 -89%
JWA
297
JFS Wealth Advisors
Pennsylvania
$2.01K
FMII
298
Farmers & Merchants Investments Inc
Nebraska
$1.69K
CFD
299
Creative Financial Designs
Indiana
$1.65K +$1.69K +51 New
S
300
SignatureFD
Georgia
$1.36K -$959 -29 -41%

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.