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United Bankshares
UBSI

Overview Fund Activity

305 hedge funds and large institutions have $3.14B invested in United Bankshares in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 110 increasing their positions, 108 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
-11
Holders Change %
-3.48%
% of All Funds
4.44%
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
108
Closed
32
Calls
$2.43M
Puts
$1.21M
Net Calls
+$1.22M
Net Calls Change
-$1.11M

Top Buyers

1
ProShare Advisors
1
ProShare Advisors
Maryland
$71.6M
2
Voloridge Investment Management
2
Voloridge Investment Management
Florida
$8.11M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$7.61M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$106M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$257M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
AIG
2
American International Group
New York
$0
3
State Street
3
State Street
Massachusetts
$265M
4
Barclays
4
Barclays
United Kingdom
$4.62M
5
BlackRock
5
BlackRock
New York
$628M
Name Holding Trade Value Shares
Change 		Shares
Change %
AACP
201
Advantage Alpha Capital Partners
California
$316K -$33.2K -1,022 -9%
CCAL
202
City Center Advisors LLC
Michigan
$313K – – –
HF
203
Halpern Financial
Virginia
$307K – – –
JPWM
204
Jamison Private Wealth Management
Georgia
$303K – – –
IA
205
IFP Advisors
Florida
$301K -$1.01K -31 -0.3%
CHC
206
City Holding Co
West Virginia
$300K -$43.8K -1,350 -13%
SWIG
207
Strategic Wealth Investment Group
Kentucky
$292K +$292K +9,033 New
BBA
208
Braun-Bostich & Associates
Pennsylvania
$291K +$1.62K +50 +0.6%
Neuberger Berman Group
209
Neuberger Berman Group
New York
$290K +$108K +3,327 +59%
Los Angeles Capital Management
210
Los Angeles Capital Management
California
$284K -$41.6K -1,283 -13%
HSBC Holdings
211
HSBC Holdings
United Kingdom
$279K -$646K -19,943 -70%
TCM
212
Teza Capital Management
Illinois
$271K -$360K -11,105 -57%
Pathstone Holdings
213
Pathstone Holdings
New Jersey
$271K +$9.38K +289 +4%
MA
214
Mutual Advisors
Nebraska
$271K +$271K +7,018 New
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$270K -$2.17K -67 -0.8%
WANY
216
Wealthspire Advisors (New York)
New York
$270K +$3.19K +98 +1%
SWA
217
Stratos Wealth Advisors
Ohio
$266K +$10.3K +317 +4%
CCM
218
Canal Capital Management
Virginia
$261K +$195 +6 +0.1%
TA
219
Teton Advisors
New York
$260K – – –
CGH
220
Crossmark Global Holdings
Texas
$253K -$30.4K -937 -11%
GFA
221
Gallagher Fiduciary Advisors
Illinois
$252K +$252K +7,777 New
SIG
222
Sargent Investment Group
Maryland
$248K -$32.4K -1,000 -12%
UCFA
223
United Capital Financial Advisors
Texas
$248K -$10.5K -324 -4%
KAS
224
Kestra Advisory Services
Texas
$245K -$62K -1,912 -20%
BTI
225
Blue Trust Inc
Georgia
$238K +$230K +6,431 +2,977%
7 8
9
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