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United Bankshares

326 hedge funds and large institutions have $3.53B invested in United Bankshares in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 112 increasing their positions, 103 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $2.94M | Put options by funds: $1.4M

63% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 27

4% more funds holding

Funds holding: 314326 (+12)

9% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 103

4% more capital invested

Capital invested by funds: $3.39B → $3.53B (+$144M)

0.23% less ownership

Funds ownership: 70.22%69.99% (-0.23%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
326
Holders Change
+12
Holders Change %
+3.82%
% of All Funds
5.24%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
44
Increased
112
Reduced
103
Closed
27
Calls
$2.94M
Puts
$1.4M
Net Calls
+$1.55M
Net Calls Change
+$281K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
301
EverSource Wealth Advisors
Alabama
$5.3K
GRP
302
Global Retirement Partners
California
$5.17K +$122 +3 +2%
JWA
303
JFS Wealth Advisors
Pennsylvania
$5.06K +$365 +9 +8%
IA
304
IFP Advisors
Florida
$5K -$3.04K -75 -35%
TFGT
305
TS Financial Group (TSFG)
Illinois
$5K +$4.95K +122 New
HCM
306
Hollencrest Capital Management
California
$4.9K +$4.9K +121 New
First Manhattan
307
First Manhattan
New York
$4.58K +$4.58K +113 New
SC
308
Schubert & Co
Texas
$3.64K +$284 +7 +8%
CWC
309
Carolinas Wealth Consulting
North Carolina
$3.52K -$81 -2 -2%
BWL
310
Bogart Wealth LLC
Virginia
$2.88K
BIA
311
Bell Investment Advisors
California
$2.55K
FMII
312
Farmers & Merchants Investments Inc
Nebraska
$2.51K
CCA
313
Column Capital Advisors
Indiana
$2.35K
CT
314
Caldwell Trust
Florida
$1.78K
SIC
315
SJS Investment Consulting
Ohio
$1.62K +$162 +4 +11%
FGAM
316
Financial Gravity Asset Management
Texas
$1.43K +$1.62K +40 New
DI
317
Disciplined Investments
Oklahoma
$1.42K +$41 +1 +3%
FCA
318
FinTrust Capital Advisors
South Carolina
$1.13K -$8.43K -208 -88%
CAL
319
Capital Advisors Ltd
Ohio
$1K +$162 +4 +27%
ECM
320
Estabrook Capital Management
New York
$931
HCP
321
Hexagon Capital Partners
Arkansas
$891 -$608 -15 -41%
MFT
322
Moisand Fitzgerald Tamayo
Florida
$810 +$811 +20 New
GWS
323
Glassman Wealth Services
Virginia
$769
FFA
324
Farther Finance Advisors
California
$364 +$365 +9 New
VCM
325
Versant Capital Management
Arizona
$283 -$41 -1 -13%

UBSI Hedge Fund Activity: Q4 2022 in Review

326 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q4 2022, worth a combined $3.53B — up 4.3% from $3.39B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new UBSI positions and 27 closed out — a net gain of 17 holders — while 112 added to existing stakes and 103 trimmed.

The largest buyer was BlackRock, adding an estimated $43.8M. The largest seller was Janus Henderson Group, cutting an estimated $53.3M.

  • 326 institutional investors held United Bankshares (UBSI) as of Q4 2022, up from 314 in Q3 2022.
  • Funds reported $3.53B of United Bankshares stock for Q4 2022, up 4.3% quarter-over-quarter.
  • 44 funds opened new United Bankshares positions in Q4 2022 and 27 closed out, a net change of +17 holders.
  • The largest United Bankshares buyer in Q4 2022 was BlackRock, an estimated $43.8M added.
  • The largest United Bankshares seller in Q4 2022 was Janus Henderson Group, an estimated $53.3M sold.

Based on aggregated 13F filings for Q4 2022.