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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
AG
176
Algert Global
California
$441K +$449K +13,585 New
OQS
177
Occudo Quantitative Strategies
Florida
$438K +$446K +13,490 New
Nisa Investment Advisors
178
Nisa Investment Advisors
Missouri
$422K +$209K +6,323 +97%
IMRF
179
Illinois Municipal Retirement Fund
Illinois
$409K
RAM
180
Readystate Asset Management
Illinois
$409K +$416K +12,598 New
JCM
181
Janney Capital Management
Pennsylvania
$406K
LIA
182
Lynx Investment Advisory
District of Columbia
$405K +$413K +12,495 New
VPIM
183
Vanguard Personalized Indexing Management
California
$401K +$15.8K +479 +4%
Wealth Enhancement Advisory Services
184
Wealth Enhancement Advisory Services
Minnesota
$392K +$28.4K +858 +8%
Daiwa Securities Group
185
Daiwa Securities Group
Japan
$386K +$84.8K +2,565 +27%
BMWM
186
Brown Miller Wealth Management
Virginia
$386K +$4.03K +122 +1%
TFA
187
Toth Financial Advisory
Virginia
$381K
USAA
188
United Services Automobile Association
Texas
$378K -$33.6K -1,016 -8%
State of Wisconsin Investment Board
189
State of Wisconsin Investment Board
Wisconsin
$361K +$14.8K +447 +4%
Cetera Investment Advisers
190
Cetera Investment Advisers
Illinois
$359K -$32.3K -977 -8%
MM
191
MQS Management
New York
$357K +$363K +10,990 New
II
192
Inspire Investing
Idaho
$350K +$27.4K +828 +8%
CFP
193
Curran Financial Partners
South Carolina
$350K
SAM
194
Securian Asset Management
Minnesota
$349K -$10.3K -313 -3%
TSS
195
Two Sigma Securities
New York
$337K +$114K +3,457 +50%
BAM
196
Belpointe Asset Management
Nevada
$329K
TI
197
Tidal Investments
Wisconsin
$327K +$110K +3,316 +49%
PA
198
Profund Advisors
Maryland
$321K -$1.82K -55 -0.6%
SPA
199
Sherbrooke Park Advisers
New York
$320K +$326K +9,878 New
AACP
200
Advantage Alpha Capital Partners
California
$316K -$33.8K -1,022 -9%

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.