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United Bankshares
UBSI

Overview Fund Activity

296 hedge funds and large institutions have $2.91B invested in United Bankshares in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 94 increasing their positions, 107 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
-13
Holders Change %
-4.21%
% of All Funds
4.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
94
Reduced
107
Closed
40
Calls
$5.85M
Puts
$1.04M
Net Calls
+$4.81M
Net Calls Change
+$4.11M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$151M
2
Connor, Clark & Lunn Investment Management (CC&L)
2
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.31M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$4.54M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.98M
5
CIP
5
Chartwell Investment Partners
Pennsylvania
$8.47M

Top Sellers

1
State Street
1
State Street
Massachusetts
$394M
2
Ameriprise
2
Ameriprise
Minnesota
$10.6M
3
BlackRock
3
BlackRock
New York
$578M
4
Norges Bank
4
Norges Bank
Norway
$32.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$418M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAMG
176
CWA Asset Management Group
Florida
$367K – – –
EWM
177
EPG Wealth Management
Georgia
$367K +$3.2K +108 +0.9%
COI
178
Connable Office Inc
Michigan
$367K – – –
TI
179
Trexquant Investment
Connecticut
$367K +$367K +12,357 New
KAS
180
Kestra Advisory Services
Texas
$361K +$136K +4,584 +60%
SAM
181
Securian Asset Management
Minnesota
$356K -$7.09K -239 -2%
TCM
182
Teza Capital Management
Illinois
$352K +$125K +4,211 +55%
GCM
183
Graham Capital Management
Connecticut
$351K +$351K +11,840 New
TFA
184
Toth Financial Advisory
Virginia
$348K – – –
BMWM
185
Brown Miller Wealth Management
Virginia
$337K +$3.41K +115 +1%
CHC
186
City Holding Co
West Virginia
$337K -$14.9K -501 -4%
SO
187
STRS Ohio
Ohio
$335K -$80K -2,700 -19%
CFG
188
Citizens Financial Group
Rhode Island
$328K – – –
CGH
189
Crossmark Global Holdings
Texas
$325K -$28K -848 -8%
NA
190
NewEdge Advisors
Louisiana
$324K – – –
LNC
191
Lincoln National Corp
Pennsylvania
$323K +$17.1K +577 +6%
CFP
192
Curran Financial Partners
South Carolina
$320K – – –
II
193
Inspire Investing
Idaho
$314K +$83.6K +2,816 +36%
Mariner
194
Mariner
Kansas
$310K +$4.04K +136 +1%
PA
195
Profund Advisors
Maryland
$306K -$6.68K -225 -2%
EA
196
Evolution Advisers
Virginia
$301K – – –
IA
197
IFP Advisors
Florida
$298K +$296K +9,980 +13,671%
DADC
198
D.A. Davidson & Co
Montana
$296K +$11.7K +394 +4%
SIG
199
Sargent Investment Group
Maryland
$295K -$10.4K -350 -3%
BAM
200
Belpointe Asset Management
Nevada
$292K +$40.3K +1,360 +16%
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