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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
BlackRock
1
BlackRock
New York
$628M -$5.63M -170,256 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$458M -$817K -24,724 -0.2%
State Street
3
State Street
Massachusetts
$265M -$6.75M -204,358 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$257M +$4.71M +142,545 +2%
EARNEST Partners
5
EARNEST Partners
Georgia
$138M +$2.47M +74,638 +2%
Victory Capital Management
6
Victory Capital Management
Texas
$129M +$1.84M +55,633 +1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$106M +$4.86M +147,057 +5%
ProShare Advisors
8
ProShare Advisors
Maryland
$71.6M +$38.3M +1,157,579 +110%
SAM
9
Silvercrest Asset Management
New York
$70.1M +$1.56M +47,273 +2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$54M -$881K -26,649 -2%
Charles Schwab
11
Charles Schwab
California
$51.6M +$1.59M +48,079 +3%
Northern Trust
12
Northern Trust
Illinois
$50.2M +$2.01M +60,691 +4%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$50.2M -$849K -25,681 -2%
VNIM
14
Vaughan Nelson Investment Management
Texas
$43.3M +$781K +23,640 +2%
Bank of America
15
Bank of America
North Carolina
$40.8M -$1.89M -57,034 -4%
Norges Bank
16
Norges Bank
Norway
$39.2M +$944K +28,549 +2%
Fisher Asset Management
17
Fisher Asset Management
Washington
$39.1M +$375K +11,354 +1%
Invesco
18
Invesco
Georgia
$31.3M +$4.09M +123,884 +15%
N
19
Nuveen
North Carolina
$27.6M -$1.88M -56,983 -6%
UBV
20
United Bank (Virginia)
Virginia
$24.7M +$1.16M +35,121 +5%
Morgan Stanley
21
Morgan Stanley
New York
$23.8M -$3.78M -114,512 -14%
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$21.2M -$178K -5,386 -0.8%
Citadel Advisors
23
Citadel Advisors
Florida
$18.7M -$4.28M -129,589 -18%
JP Morgan Chase
24
JP Morgan Chase
New York
$17.6M +$1.64M +49,580 +10%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$16.5M +$15.4K +465 +0.1%

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.