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United Bankshares

314 hedge funds and large institutions have $3.39B invested in United Bankshares in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 91 increasing their positions, 110 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more call options, than puts

Call options by funds: $1.73M | Put options by funds: $465K

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

6% more funds holding

Funds holding: 295314 (+19)

2% more capital invested

Capital invested by funds: $3.3B → $3.39B (+$81.2M)

0.7% more ownership

Funds ownership: 69.52%70.22% (+0.7%)

17% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 110

Holders
314
Holders Change
+19
Holders Change %
+6.44%
% of All Funds
5.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
47
Increased
91
Reduced
110
Closed
25
Calls
$1.73M
Puts
$465K
Net Calls
+$1.26M
Net Calls Change
-$530K
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$344K -$6.41K -172 -2%
IIC
202
Integrated Investment Consultants
Michigan
$340K
OSAM
203
O'Shaughnessy Asset Management
Connecticut
$340K +$355K +9,511 New
HF
204
Halpern Financial
Virginia
$338K
AQR Capital Management
205
AQR Capital Management
Connecticut
$336K -$224 -6 -0.1%
NGA
206
Naples Global Advisors
Florida
$331K -$29.8K -800 -8%
DADC
207
D.A. Davidson & Co
Montana
$329K +$2.39K +64 +0.7%
PAMS
208
Pictet Asset Management (Switzerland)
Switzerland
$323K
SWIG
209
Strategic Wealth Investment Group
Kentucky
$323K
VFA
210
Valeo Financial Advisors
Indiana
$323K
P
211
Pitcairn
Pennsylvania
$322K -$41.6K -1,117 -11%
HighTower Advisors
212
HighTower Advisors
Illinois
$319K -$20.5K -551 -6%
AO
213
Advisor OS
Illinois
$316K
PHK
214
Point72 Hong Kong
Hong Kong
$314K +$328K +8,791 New
SSWM
215
Sheets Smith Wealth Management
North Carolina
$312K
TA
216
Teton Advisors
New York
$311K
GCP
217
GSA Capital Partners
United Kingdom
$310K +$323K +8,675 New
WANY
218
Wealthspire Advisors (New York)
New York
$309K +$671 +18 +0.2%
GC
219
Guggenheim Capital
Illinois
$304K -$341K -9,154 -52%
DWM
220
Doyle Wealth Management
Florida
$303K
BAM
221
Belpointe Asset Management
Nevada
$300K +$14.2K +380 +5%
Mackenzie Financial
222
Mackenzie Financial
Ontario, Canada
$291K -$38.2K -1,025 -11%
MLICM
223
Metropolitan Life Insurance Company (MetLife)
New York
$283K
PBO
224
Peoples Bank (Ohio)
Ohio
$278K -$12.9K -347 -4%
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
$276K +$224 +6 +0.1%