UBSI icon

United Bankshares
UBSI

Overview Fund Activity

316 hedge funds and large institutions have $3.43B invested in United Bankshares in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 94 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+7
Holders Change %
+2.27%
% of All Funds
4.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
35
Increased
94
Reduced
113
Closed
26
Calls
$3.88M
Puts
$1.55M
Net Calls
+$2.32M
Net Calls Change
-$889K

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$141M
2
Invesco
2
Invesco
Georgia
$30.1M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$278M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$6.08M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$46.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.3M
2
BlackRock
2
BlackRock
New York
$699M
3
Citadel Advisors
3
Citadel Advisors
Florida
$25.3M
4
ProShare Advisors
4
ProShare Advisors
Maryland
$37.5M
5
SAM
5
Silvercrest Asset Management
New York
$75.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCIA
126
Jackson Creek Investment Advisors
Colorado
$1.11M -$2.65K -74 -0.2%
KA
127
Klingman & Associates
New York
$1.1M – – –
KWM
128
Kingsview Wealth Management
Oregon
$1.09M -$1.68K -47 -0.2%
NMIMC
129
Northwestern Mutual Investment Management Company
Wisconsin
$1.07M +$251 +7 +0%
AI
130
Atria Investments
North Carolina
$1.07M +$1.07M +29,947 New
COPPSERS
131
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.07M +$107 +3 +0%
TP
132
Tranquility Partners
Tennessee
$1.04M – – –
HSBC Holdings
133
HSBC Holdings
United Kingdom
$1.02M +$774K +21,632 +312%
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$1M +$19.4K +541 +2%
NMERB
135
New Mexico Educational Retirement Board
New Mexico
$981K – – –
Royal Bank of Canada
136
Royal Bank of Canada
Ontario, Canada
$978K -$922K -25,776 -49%
CCIA
137
Campbell & Co Investment Adviser
Maryland
$968K +$968K +27,048 New
SSB
138
Sandy Spring Bank
Maryland
$949K -$35.8K -1,000 -4%
OTPPB
139
Ontario Teachers' Pension Plan Board
Ontario, Canada
$901K +$901K +25,187 New
MSG
140
Main Street Group
Virginia
$901K +$770K +21,896 +588%
FVWA
141
Foster Victor Wealth Advisors
South Carolina
$885K – – –
VAM
142
Verity Asset Management
North Carolina
$860K +$46.1K +1,289 +6%
Mariner
143
Mariner
Kansas
$854K +$43.6K +1,217 +5%
HNB
144
Huntington National Bank
Ohio
$845K +$2.04K +57 +0.2%
CFS
145
Commonwealth Financial Services
West Virginia
$838K – – –
MCWS
146
McKinley Carter Wealth Services
West Virginia
$837K -$401K -11,202 -32%
US Bancorp
147
US Bancorp
Minnesota
$809K -$73.6K -2,056 -8%
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$808K +$403K +11,250 +99%
Handelsbanken Fonder
149
Handelsbanken Fonder
Sweden
$793K – – –
MC
150
Moors & Cabot
Massachusetts
$788K -$1K -28 -0.1%
4 5
6
7 8