Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

UNITED BANKSHARES INC WEST V (UBSI)

363 + Investors. Track Smart Money conviction in UBSI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +20
Streak
2Q ▲
Buyers last Q
49%

Smart Money Signals — UBSI

Based on 360 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added UBSI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
360 hedge funds hold UBSI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+43 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

171 buying175 selling
Last quarter: 175 funds reduced or exited vs 171 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+24 vs last Q)

new funds entering per quarter
Funds opening a new UBSI position: 65 → 37 → 41 → 65. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 18% medium ■ 18% new
231 out of 360 hedge funds have held UBSI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~65 new funds/quarter

40 → 65 → 37 → 41 → 65 new funds/Q
New funds entering each quarter: 65 → 37 → 41 → 65. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 11% 1-2yr ■ 22% new
Of 363 current holders: 242 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
41 of 360 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in UBSI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: UBSI

How many hedge funds hold UBSI — quarterly history vs. share price
Quarterly hedge fund ownership of UBSI vs. share price

Market Analysis: UBSI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UBSI

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

58 top-rated funds 0 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: UBSI
2026 Q1 Stats Unlock in 17 days 363 + Investors

Track Smart Money conviction in UBSI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 363 343 5.83%
13F Shares 99M 98M 0.57%
Total Value $3.79B $3.65B 3.79%
New Positions 65 42 +23
Increased Positions 107 116 -9
Closed Positions 45 37 +8
Reduced Positions 136 122 +14
Total Calls 3 5 -40.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UBSI

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

363 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UBSI. Verified SEC 13F-HR filings.

Top 25 institutional holders of UBSI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CrossGen Wealth, LLC 1.88% 51,782 $2.1M
2 MOODY ALDRICH PARTNERS LLC 0.81% 108,618 $4.5M
3 NTV ASSET MANAGEMENT LLC 0.79% 172,525 $7.1M
4 Verity Asset Management, Inc. 0.54% 31,095 $1.3M
5 DOVER ADVISORS, LLC 0.52% 29,810 $1.2M
6 Crown Wealth Group, LLC 0.40% 33,031 $1.4M
7 Regent Peak Wealth Advisors LLC 0.37% 43,590 $1.8M
8 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.35% 832,340 $34.5M
9 High Point Wealth Management, LLC 0.33% 8,299 $344K
10 Millstone Evans Group, LLC 0.33% 13,328 $552K
11 Tranquility Partners, LLC 0.29% 18,816 $779K
12 Braun-Bostich & Associates Inc. 0.24% 9,208 $381K
13 Riverbend Wealth Management, LLC 0.22% 9,275 $384K
14 Lynx Investment Advisory 0.20% 10,324 $428K
15 Marathon Strategic Advisors, LLC 0.17% 5,565 $231K
16 Appalachian Capital Management Ltd 0.17% 5,000 $207K
17 Brown Miller Wealth Management, LLC 0.15% 12,775 $529K
18 Bayforest Capital Ltd 0.15% 3,189 $132K
19 PEOPLES BANK /OH 0.15% 5,735 $238K
20 MQS Management LLC 0.14% 5,094 $211K
21 Waldron Private Wealth LLC 0.12% 72,399 $3.0M
22 WESBANCO BANK INC 0.12% 101,359 $4.2M
23 Granite FO LLC 0.11% 4,619 $191K
24 Abel Hall, LLC 0.11% 12,018 $498K
25 OLD NATIONAL BANCORP /IN/ 0.10% 146,924 $6.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — UNITED BANKSHARES INC WEST V (UBSI)

What does the Smart Money Trend signal show for UBSI?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added UBSI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for UBSI?

More sellers than buyers — 49% buying: Last quarter: 175 funds reduced or exited vs 171 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for UBSI holders?

Elite ownership — 57% AUM from top-100 funds: 41 of 360 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in UBSI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held UBSI?

64% of holders stayed for 2+ years: 231 out of 360 hedge funds have held UBSI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.