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United Bankshares

295 hedge funds and large institutions have $3.3B invested in United Bankshares in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 105 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,710% more call options, than puts

Call options by funds: $1.9M | Put options by funds: $105K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

1.62% more ownership

Funds ownership: 67.9%69.52% (+1.6%)

4% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 101

2% more capital invested

Capital invested by funds: $3.24B → $3.3B (+$66.2M)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

3% less funds holding

Funds holding: 305295 (-10)

Holders
295
Holders Change
-10
Holders Change %
-3.28%
% of All Funds
4.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
29
Increased
105
Reduced
101
Closed
29
Calls
$1.9M
Puts
$105K
Net Calls
+$1.79M
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
176
Profund Advisors
Maryland
$360K -$146K -4,149 -29%
SSB
177
Sandy Spring Bank
Maryland
$359K
EA
178
Evolution Advisers
Virginia
$357K
P
179
Pitcairn
Pennsylvania
$355K -$8.17K -233 -2%
NGA
180
Naples Global Advisors
Florida
$353K -$7.02K -200 -2%
CCM
181
Canal Capital Management
Virginia
$353K +$67K +1,909 +23%
BJL
182
Brighton Jones LLC
Washington
$351K +$2.42K +69 +0.7%
TRCT
183
Tower Research Capital (TRC)
New York
$350K +$210K +5,991 +151%
Rockefeller Capital Management
184
Rockefeller Capital Management
New York
$344K +$561 +16 +0.2%
Stifel Financial
185
Stifel Financial
Missouri
$343K +$60.4K +1,721 +21%
IIC
186
Integrated Investment Consultants
Michigan
$334K -$7.37K -210 -2%
HighTower Advisors
187
HighTower Advisors
Illinois
$332K +$12.7K +361 +4%
HF
188
Halpern Financial
Virginia
$331K +$332K +9,450 New
AQR Capital Management
189
AQR Capital Management
Connecticut
$324K -$1.76M -50,117 -84%
DADC
190
D.A. Davidson & Co
Montana
$321K +$4.46K +127 +1%
Mackenzie Financial
191
Mackenzie Financial
Ontario, Canada
$321K +$60.6K +1,727 +23%
SWIG
192
Strategic Wealth Investment Group
Kentucky
$317K
VFA
193
Valeo Financial Advisors
Indiana
$317K
PAMS
194
Pictet Asset Management (Switzerland)
Switzerland
$317K +$24.8K +708 +8%
AO
195
Advisor OS
Illinois
$310K
SSWM
196
Sheets Smith Wealth Management
North Carolina
$306K -$140K -3,980 -31%
TA
197
Teton Advisors
New York
$305K
PFS
198
Prospera Financial Services
Texas
$304K -$177K -5,058 -37%
WANY
199
Wealthspire Advisors (New York)
New York
$302K +$302K +8,604 New
Macquarie Group
200
Macquarie Group
Australia
$298K -$196K -5,577 -40%

UBSI Hedge Fund Activity: Q2 2022 in Review

295 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q2 2022, worth a combined $3.3B — up 2% from $3.24B a quarter earlier.

Fund positioning in UBSI was balanced in Q2 2022: 29 funds opened new positions, 29 closed out, 105 added to existing stakes and 101 trimmed.

The largest buyer was State Street, adding an estimated $86.8M. The largest seller was Norges Bank, cutting an estimated $10.9M.

  • 295 institutional investors held United Bankshares (UBSI) as of Q2 2022, down from 305 in Q1 2022.
  • Funds reported $3.3B of United Bankshares stock for Q2 2022, up 2% quarter-over-quarter.
  • 29 funds opened new United Bankshares positions in Q2 2022 and 29 closed out, a net change of 0 holders.
  • The largest United Bankshares buyer in Q2 2022 was State Street, an estimated $86.8M added.
  • The largest United Bankshares seller in Q2 2022 was Norges Bank, an estimated $10.9M sold.

Based on aggregated 13F filings for Q2 2022.