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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 %
Daiwa Securities Group
201
Daiwa Securities Group
Japan
$334K +$334K +9,336 New
IA
202
IFP Advisors
Florida
$333K -$23.6K -660 -7%
CFM
203
Catalyst Funds Management
Australia
$333K +$333K +9,300 New
CC
204
Cipher Capital
New York
$325K +$88.7K +2,479 +38%
HF
205
Halpern Financial
Virginia
$323K – – –
BBA
206
Braun-Bostich & Associates
Pennsylvania
$319K -$72 -2 -0%
CGH
207
Crossmark Global Holdings
Texas
$313K -$13.5K -378 -4%
CCAL
208
City Center Advisors LLC
Michigan
$313K +$313K +8,642 New
SIG
209
Sargent Investment Group
Maryland
$309K -$44.7K -1,250 -13%
OSAM
210
O'Shaughnessy Asset Management
Connecticut
$305K +$305K +8,509 New
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$300K +$9.77K +273 +3%
WANY
212
Wealthspire Advisors (New York)
New York
$294K +$430 +12 +0.1%
Pathstone Holdings
213
Pathstone Holdings
New Jersey
$288K +$41.1K +1,149 +17%
CCM
214
Canal Capital Management
Virginia
$288K +$215 +6 +0.1%
TA
215
Teton Advisors
New York
$286K – – –
UCFA
216
United Capital Financial Advisors
Texas
$285K -$2K -56 -0.7%
SWA
217
Stratos Wealth Advisors
Ohio
$282K -$5.76K -161 -2%
Corient Private Wealth
218
Corient Private Wealth
Florida
$253K +$12.4K +347 +5%
PBO
219
Peoples Bank (Ohio)
Ohio
$252K – – –
BBHC
220
Brown Brothers Harriman & Co
New York
$250K +$70.3K +1,965 +39%
TSS
221
Two Sigma Securities
New York
$248K -$152K -4,244 -38%
MLICM
222
Metropolitan Life Insurance Company (MetLife)
New York
$246K -$23.6K -659 -9%
TI
223
Tidal Investments
Wisconsin
$242K +$242K +6,761 New
GLLW
224
Graves Light Lenhart Wealth
Virginia
$240K – – –
AAG
225
Accordant Advisory Group
Maryland
$240K +$240K +6,700 New
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