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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 %
USAA
176
United Services Automobile Association
Texas
$453K – – –
IMRF
177
Illinois Municipal Retirement Fund
Illinois
$451K -$738K -20,627 -62%
JCM
178
Janney Capital Management
Pennsylvania
$448K – – –
CAMG
179
CWA Asset Management Group
Florida
$445K – – –
Cetera Investment Advisers
180
Cetera Investment Advisers
Illinois
$430K +$430K +12,027 New
VPIM
181
Vanguard Personalized Indexing Management
California
$425K -$66K -1,843 -13%
BMWM
182
Brown Miller Wealth Management
Virginia
$421K +$4.15K +116 +1%
TFA
183
Toth Financial Advisory
Virginia
$420K – – –
Wealth Enhancement Advisory Services
184
Wealth Enhancement Advisory Services
Minnesota
$402K -$13.6K -379 -3%
SAM
185
Securian Asset Management
Minnesota
$396K -$9.23K -258 -2%
LNC
186
Lincoln National Corp
Pennsylvania
$395K -$5.26K -147 -1%
Osaic Holdings
187
Osaic Holdings
Arizona
$389K -$541K -15,118 -58%
CFP
188
Curran Financial Partners
South Carolina
$386K – – –
AACP
189
Advantage Alpha Capital Partners
California
$385K -$131K -3,670 -25%
State of Wisconsin Investment Board
190
State of Wisconsin Investment Board
Wisconsin
$382K -$684K -19,125 -64%
CHC
191
City Holding Co
West Virginia
$380K – – –
BAM
192
Belpointe Asset Management
Nevada
$363K – – –
Los Angeles Capital Management
193
Los Angeles Capital Management
California
$360K -$59.5K -1,662 -14%
II
194
Inspire Investing
Idaho
$357K -$8.38K -234 -2%
PA
195
Profund Advisors
Maryland
$356K -$966 -27 -0.3%
SO
196
STRS Ohio
Ohio
$354K -$772K -21,600 -69%
D.E. Shaw & Co
197
D.E. Shaw & Co
New York
$351K +$351K +9,807 New
KAS
198
Kestra Advisory Services
Texas
$339K -$29.5K -823 -8%
JPWM
199
Jamison Private Wealth Management
Georgia
$335K – – –
SG Americas Securities
200
SG Americas Securities
New York
$334K +$190K +5,305 +132%
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