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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
DWM
201
Doyle Wealth Management
Florida
$297K
FMWA
202
Forvis Mazars Wealth Advisors
Missouri
$297K +$297K +8,461 New
CSPIA
203
Cary Street Partners Investment Advisory
Virginia
$293K +$66.8K +1,905 +30%
PBO
204
Peoples Bank (Ohio)
Ohio
$285K -$10K -286 -3%
SWM
205
Spire Wealth Management
Virginia
$284K -$253K -7,199 -47%
BAM
206
Belpointe Asset Management
Nevada
$280K
MLICM
207
Metropolitan Life Insurance Company (MetLife)
New York
$278K -$11.2K -318 -4%
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$271K +$175 +5 +0.1%
SL
209
Salomon & Ludwin
Virginia
$256K
Lido Advisors
210
Lido Advisors
California
$248K +$667 +19 +0.3%
GLLW
211
Graves Light Lenhart Wealth
Virginia
$233K
SCM
212
Shelton Capital Management
Colorado
$233K
CCM
213
Coldstream Capital Management
Washington
$232K -$3.16K -90 -1%
EWM
214
Evermay Wealth Management
Virginia
$227K
CA
215
Cetera Advisors
Colorado
$215K +$2.84K +81 +1%
HWMA
216
Heritage Wealth Management (Arizona)
Arizona
$215K +$20.6K +588 +11%
II
217
Inspire Investing
Idaho
$211K -$26.8K -764 -11%
SAM
218
Shell Asset Management
Netherlands
$211K +$351 +10 +0.2%
SWA
219
Stratos Wealth Advisors
Ohio
$209K +$2.07K +59 +1%
ACA
220
Aptus Capital Advisors
Alabama
$201K -$21K -600 -10%
GWANC
221
Guardian Wealth Advisors (North Carolina)
North Carolina
$201K +$199K +5,673 New
GWM
222
Geneos Wealth Management
Colorado
$179K -$5.09K -145 -3%
VRM
223
Vectors Research Management
New York
$179K
Ohio Public Employees Retirement System (OPERS)
224
Ohio Public Employees Retirement System (OPERS)
Ohio
$157K +$3.09K +88 +2%
AWA
225
Artemis Wealth Advisors
New York
$143K +$32.8K +936 New

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.