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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
KA
126
Klingman & Associates
New York
$993K
FVWA
127
Foster Victor Wealth Advisors
South Carolina
$986K
NMIMC
128
Northwestern Mutual Investment Management Company
Wisconsin
$977K +$2.51K +76 +0.3%
COPPSERS
129
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$970K +$3.87K +117 +0.4%
KWM
130
Kingsview Wealth Management
Oregon
$970K -$22K -665 -2%
SG Americas Securities
131
SG Americas Securities
New York
$963K +$673K +20,350 +218%
BNP Paribas Financial Markets
132
BNP Paribas Financial Markets
France
$955K -$1.34M -40,499 -58%
TP
133
Tranquility Partners
Tennessee
$947K
OPERF
134
Oregon Public Employees Retirement Fund
Oregon
$908K -$175K -5,300 -16%
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$907K
Handelsbanken Fonder
136
Handelsbanken Fonder
Sweden
$897K +$182K +5,500 +25%
NMERB
137
New Mexico Educational Retirement Board
New Mexico
$889K
SSB
138
Sandy Spring Bank
Maryland
$860K
MSG
139
Main Street Group
Virginia
$828K +$331 +10 +0%
Royal Bank of Canada
140
Royal Bank of Canada
Ontario, Canada
$818K -$70K -2,118 -8%
SSA
141
Schonfeld Strategic Advisors
New York
$801K +$628K +19,006 +334%
CFS
142
Commonwealth Financial Services
West Virginia
$770K +$63.5K +1,921 +9%
HNB
143
Huntington National Bank
Ohio
$768K +$1.82K +55 +0.2%
MCWS
144
McKinley Carter Wealth Services
West Virginia
$761K +$2.35K +71 +0.3%
Mariner
145
Mariner
Kansas
$753K -$21.3K -644 -3%
US Bancorp
146
US Bancorp
Minnesota
$729K -$3.83K -116 -0.5%
CCIA
147
Campbell & Co Investment Adviser
Maryland
$723K -$157K -4,758 -18%
HWA
148
Heritage Wealth Advisors
Virginia
$709K +$1.85K +56 +0.3%
MC
149
Moors & Cabot
Massachusetts
$708K -$7.01K -212 -1%
Fidelity Investments
150
Fidelity Investments
Massachusetts
$687K -$791K -23,946 -53%

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.