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United Bankshares

305 hedge funds and large institutions have $3.24B invested in United Bankshares in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 97 increasing their positions, 103 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $1.84M | Put options by funds: $1.3M

23% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 31

1.93% more ownership

Funds ownership: 65.97%67.9% (+1.9%)

1% more funds holding

Funds holding: 301305 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $3.25B → $3.24B (-$13.6M)

6% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 103

Holders
305
Holders Change
+4
Holders Change %
+1.33%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
97
Reduced
103
Closed
31
Calls
$1.84M
Puts
$1.3M
Net Calls
+$548K
Net Calls Change
+$816K
Name Holding Trade Value Shares
Change
Change in
Stake
Voloridge Investment Management
126
Voloridge Investment Management
Florida
$1.2M +$1.25M +34,379 New
KWM
127
Kingsview Wealth Management
Oregon
$1.2M +$107K +2,958 +9%
MCWS
128
McKinley Carter Wealth Services
West Virginia
$1.18M +$5.01K +138 +0.4%
TP
129
Tranquility Partners
Tennessee
$1.14M -$64.2K -1,768 -5%
SO
130
STRS Ohio
Ohio
$1.11M +$727K +20,000 +168%
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$1.09M -$169K -4,640 -13%
DILIC
132
Dai-ichi Life Insurance Company
Japan
$1.05M +$1.09M +30,000 New
Commonwealth Equity Services
133
Commonwealth Equity Services
Massachusetts
$1.04M -$16.7K -460 -2%
Victory Capital Management
134
Victory Capital Management
Texas
$1.02M +$514K +14,162 +86%
Teacher Retirement System of Texas
135
Teacher Retirement System of Texas
Texas
$977K +$115K +3,172 +13%
NMERB
136
New Mexico Educational Retirement Board
New Mexico
$931K
Lazard Asset Management
137
Lazard Asset Management
New York
$925K +$908K +25,003 +1,625%
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$924K -$36.3K -1,000 -4%
Federated Hermes
139
Federated Hermes
Pennsylvania
$876K +$41.8K +1,151 +5%
Handelsbanken Fonder
140
Handelsbanken Fonder
Sweden
$846K
NMIMC
141
Northwestern Mutual Investment Management Company
Wisconsin
$790K +$1.96K +54 +0.2%
US Bancorp
142
US Bancorp
Minnesota
$774K +$19.7K +541 +2%
AG
143
Algert Global
California
$763K +$795K +21,889 New
DC
144
Davenport & Co
Virginia
$719K +$171K +4,697 +29%
KA
145
Klingman & Associates
New York
$718K +$545K +15,000 +268%
RMC
146
Resources Management Corp
Connecticut
$715K
MFS
147
Mirabella Financial Services
United Kingdom
$713K +$742K +20,430 New
NRCM
148
North Reef Capital Management
California
$698K +$727K +20,000 New
X
149
Xponance
Pennsylvania
$687K -$13.7K -378 -2%
NA
150
NewEdge Advisors
Louisiana
$670K +$3.92K +108 +0.6%

UBSI Hedge Fund Activity: Q1 2022 in Review

305 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q1 2022, worth a combined $3.24B — down 0.42% from $3.25B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new UBSI positions and 31 closed out — a net gain of 7 holders — while 97 added to existing stakes and 103 trimmed.

The largest buyer was State Street, adding an estimated $101M. The largest seller was Janus Henderson Group, cutting an estimated $18.4M.

  • 305 institutional investors held United Bankshares (UBSI) as of Q1 2022, up from 301 in Q4 2021.
  • Funds reported $3.24B of United Bankshares stock for Q1 2022, down 0.42% quarter-over-quarter.
  • 38 funds opened new United Bankshares positions in Q1 2022 and 31 closed out, a net change of +7 holders.
  • The largest United Bankshares buyer in Q1 2022 was State Street, an estimated $101M added.
  • The largest United Bankshares seller in Q1 2022 was Janus Henderson Group, an estimated $18.4M sold.

Based on aggregated 13F filings for Q1 2022.