We are live on ! Find out more
UBSI icon

United Bankshares

310 hedge funds and large institutions have $3.36B invested in United Bankshares in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $2.33M | Put options by funds: $1.62M

0.74% more ownership

Funds ownership: 69.99%70.72% (+0.74%)

4% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 114

5% less capital invested

Capital invested by funds: $3.53B → $3.36B (-$169M)

5% less funds holding

Funds holding: 326310 (-16)

39% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 33

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
310
Holders Change
-16
Holders Change %
-4.91%
% of All Funds
4.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
109
Reduced
114
Closed
33
Calls
$2.33M
Puts
$1.62M
Net Calls
+$704K
Net Calls Change
-$842K
Name Holding Trade Value Shares
Change
Change in
Stake
Teacher Retirement System of Texas
126
Teacher Retirement System of Texas
Texas
$1.09M +$132K +3,363 +12%
SG Americas Securities
127
SG Americas Securities
New York
$1.09M +$547K +13,927 +82%
KWM
128
Kingsview Wealth Management
Oregon
$1.08M -$104K -2,659 -8%
Prudential Financial
129
Prudential Financial
New Jersey
$1.08M -$356K -9,074 -23%
TP
130
Tranquility Partners
Tennessee
$1.06M
NMIMC
131
Northwestern Mutual Investment Management Company
Wisconsin
$1.05M +$680K +17,327 +139%
CAN
132
Cetera Advisor Networks
California
$978K +$11K +280 +1%
LPL Financial
133
LPL Financial
California
$933K -$2.7M -68,794 -72%
ACA
134
Anchor Capital Advisors
Massachusetts
$912K +$15.1K +384 +2%
Royal Bank of Canada
135
Royal Bank of Canada
Ontario, Canada
$892K -$903K -23,013 -48%
NMERB
136
New Mexico Educational Retirement Board
New Mexico
$859K +$122K +3,100 +15%
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$857K -$43.9K -1,118 -4%
OTPPB
138
Ontario Teachers' Pension Plan Board
Ontario, Canada
$828K +$93.5K +2,382 +11%
Handelsbanken Fonder
139
Handelsbanken Fonder
Sweden
$780K
MC
140
Moors & Cabot
Massachusetts
$763K +$8.12K +207 +1%
TRSOTSOK
141
Teachers Retirement System of the State of Kentucky
Kentucky
$761K
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$742K
X
143
Xponance
Pennsylvania
$731K +$4.24K +108 +0.5%
KA
144
Klingman & Associates
New York
$725K
LTAS
145
Linden Thomas Advisory Services
North Carolina
$712K +$123K +3,138 +18%
DC
146
Davenport & Co
Virginia
$705K +$1.02K +26 +0.1%
AQR Capital Management
147
AQR Capital Management
Connecticut
$685K -$6.59K -168 -0.8%
UCFA
148
United Capital Financial Advisors
Texas
$683K -$111K -2,834 -13%
SOADOR
149
State of Alaska Department of Revenue
Alaska
$651K -$13.7K -350 -2%
US Bancorp
150
US Bancorp
Minnesota
$631K -$4.04K -103 -0.6%

UBSI Hedge Fund Activity: Q1 2023 in Review

310 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q1 2023, worth a combined $3.36B — down 4.8% from $3.53B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of UBSI and 20 opened new positions — a net loss of 13 holders — while 114 trimmed existing stakes and 109 added.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $33.9M. The largest seller was Janus Henderson Group, cutting an estimated $22.2M.

  • 310 institutional investors held United Bankshares (UBSI) as of Q1 2023, down from 326 in Q4 2022.
  • Funds reported $3.36B of United Bankshares stock for Q1 2023, down 4.8% quarter-over-quarter.
  • 20 funds opened new United Bankshares positions in Q1 2023 and 33 closed out, a net change of -13 holders.
  • The largest United Bankshares buyer in Q1 2023 was Fisher Asset Management, an estimated $33.9M added.
  • The largest United Bankshares seller in Q1 2023 was Janus Henderson Group, an estimated $22.2M sold.

Based on aggregated 13F filings for Q1 2023.