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United Bankshares

346 hedge funds and large institutions have $3.75B invested in United Bankshares in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 122 increasing their positions, 113 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more call options, than puts

Call options by funds: $4.56M | Put options by funds: $912K

55% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 29

3% more funds holding

Funds holding: 335346 (+11)

2.62% more ownership

Funds ownership: 71.16%73.78% (+2.6%)

8% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 113

5% more capital invested

Capital invested by funds: $3.57B → $3.75B (+$177M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
346
Holders Change
+11
Holders Change %
+3.28%
% of All Funds
4.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
45
Increased
122
Reduced
113
Closed
29
Calls
$4.56M
Puts
$912K
Net Calls
+$3.65M
Net Calls Change
-$721K
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
226
Mackenzie Financial
Ontario, Canada
$308K
RWM
227
Riverbend Wealth Management
South Carolina
$306K +$321K +8,154 New
ACM
228
Aster Capital Management
United Arab Emirates
$304K +$319K +8,106 New
NI
229
Natural Investments
California
$304K +$319K +8,101 New
CCM
230
Canal Capital Management
Virginia
$303K +$276 +7 +0.1%
GFG
231
Goldstone Financial Group
Illinois
$296K +$28.1K +713 +10%
CGH
232
Crossmark Global Holdings
Texas
$293K -$394 -10 -0.1%
GI
233
GAMCO Investors
Connecticut
$282K +$295K +7,500 New
KAS
234
Kestra Advisory Services
Texas
$281K -$100K -2,542 -25%
BC
235
Bridgefront Capital
Texas
$278K +$292K +7,410 New
TA
236
Teton Advisors
New York
$278K
BBHC
237
Brown Brothers Harriman & Co
New York
$275K -$24.6K -625 -8%
MA
238
Mutual Advisors
Nebraska
$267K
PBO
239
Peoples Bank (Ohio)
Ohio
$265K
TI
240
Tidal Investments
Wisconsin
$251K -$169K -4,286 -39%
Neuberger Berman Group
241
Neuberger Berman Group
New York
$250K +$787 +20 +0.3%
AOWM
242
Alpha Omega Wealth Management
Virginia
$250K +$263K +6,667 New
AAG
243
Accordant Advisory Group
Maryland
$244K
GLLW
244
Graves Light Lenhart Wealth
Virginia
$235K -$17.4K -443 -7%
Allianz Asset Management
245
Allianz Asset Management
Germany
$229K -$173K -4,400 -42%
Envestnet Portfolio Solutions
246
Envestnet Portfolio Solutions
Illinois
$228K -$22.8K -578 -9%
CA
247
Clearstead Advisors
Ohio
$227K +$630 +16 +0.3%
SL
248
Salomon & Ludwin
Virginia
$226K -$6.14K -156 -3%
NGA
249
Naples Global Advisors
Florida
$224K
CCWM
250
Cassaday & Co Wealth Management
Virginia
$223K

UBSI Hedge Fund Activity: Q4 2024 in Review

346 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q4 2024, worth a combined $3.75B — up 4.9% from $3.57B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new UBSI positions and 29 closed out — a net gain of 16 holders — while 122 added to existing stakes and 113 trimmed.

The largest buyer was UBS Group, adding an estimated $36.4M. The largest seller was Connor, Clark & Lunn Investment Management (CC&L), cutting an estimated $8.88M.

  • 346 institutional investors held United Bankshares (UBSI) as of Q4 2024, up from 335 in Q3 2024.
  • Funds reported $3.75B of United Bankshares stock for Q4 2024, up 4.9% quarter-over-quarter.
  • 45 funds opened new United Bankshares positions in Q4 2024 and 29 closed out, a net change of +16 holders.
  • The largest United Bankshares buyer in Q4 2024 was UBS Group, an estimated $36.4M added.
  • The largest United Bankshares seller in Q4 2024 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $8.88M sold.

Based on aggregated 13F filings for Q4 2024.