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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
CCAL
201
City Center Advisors LLC
Michigan
$313K
HF
202
Halpern Financial
Virginia
$307K
JPWM
203
Jamison Private Wealth Management
Georgia
$303K
IA
204
IFP Advisors
Florida
$301K -$1.02K -31 -0.3%
CHC
205
City Holding Co
West Virginia
$300K -$44.6K -1,350 -13%
SWIG
206
Strategic Wealth Investment Group
Kentucky
$292K +$299K +9,033 New
BBA
207
Braun-Bostich & Associates
Pennsylvania
$291K +$1.65K +50 +0.6%
Neuberger Berman Group
208
Neuberger Berman Group
New York
$290K +$110K +3,327 +59%
Los Angeles Capital Management
209
Los Angeles Capital Management
California
$284K -$42.4K -1,283 -13%
HSBC Holdings
210
HSBC Holdings
United Kingdom
$279K -$659K -19,943 -70%
TCM
211
Teza Capital Management
Illinois
$271K -$367K -11,105 -57%
Pathstone Holdings
212
Pathstone Holdings
New Jersey
$271K +$9.55K +289 +4%
MA
213
Mutual Advisors
Nebraska
$271K +$232K +7,018 New
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$270K -$2.21K -67 -0.8%
WANY
215
Wealthspire Advisors (New York)
New York
$270K +$3.24K +98 +1%
SWA
216
Stratos Wealth Advisors
Ohio
$266K +$10.5K +317 +4%
CCM
217
Canal Capital Management
Virginia
$261K +$198 +6 +0.1%
TA
218
Teton Advisors
New York
$260K
CGH
219
Crossmark Global Holdings
Texas
$253K -$31K -937 -11%
GFA
220
Gallagher Fiduciary Advisors
Illinois
$252K +$257K +7,777 New
SIG
221
Sargent Investment Group
Maryland
$248K -$33.1K -1,000 -12%
UCFA
222
United Capital Financial Advisors
Texas
$248K -$10.7K -324 -4%
KAS
223
Kestra Advisory Services
Texas
$245K -$63.2K -1,912 -20%
BTI
224
Blue Trust Inc
Georgia
$238K +$213K +6,431 +2,977%
PBO
225
Peoples Bank (Ohio)
Ohio
$229K

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.