UBSI icon

United Bankshares
UBSI

Overview Fund Activity

345 hedge funds and large institutions have $3.75B invested in United Bankshares in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 121 increasing their positions, 112 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+12
Holders Change %
+3.6%
% of All Funds
4.59%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
46
Increased
121
Reduced
112
Closed
29
Calls
$4.56M
Puts
$912K
Net Calls
+$3.65M
Net Calls Change
-$721K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$41.5M
2
State Street
State Street
Massachusetts
$321M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$21.6M
4
Goldman Sachs
Goldman Sachs
New York
$49.4M
5
Verition Fund Management
Verition Fund Management
Connecticut
$10.6M

Top Sellers

1
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.49M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
3
Jane Street
Jane Street
New York
$1.03M
4
Victory Capital Management
Victory Capital Management
Texas
$146M
5
SAM
Silvercrest Asset Management
New York
$88.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mackenzie Financial
226
Mackenzie Financial
Ontario, Canada
$308K – – –
RWM
227
Riverbend Wealth Management
South Carolina
$306K +$306K +8,154 New
ACM
228
Aster Capital Management
United Arab Emirates
$304K +$304K +8,106 New
NI
229
Natural Investments
California
$304K +$304K +8,101 New
CCM
230
Canal Capital Management
Virginia
$303K +$263 +7 +0.1%
GFG
231
Goldstone Financial Group
Illinois
$296K +$26.8K +713 +10%
CGH
232
Crossmark Global Holdings
Texas
$293K -$375 -10 -0.1%
GI
233
GAMCO Investors
Connecticut
$282K +$282K +7,500 New
KAS
234
Kestra Advisory Services
Texas
$281K -$95.5K -2,542 -25%
BC
235
Bridgefront Capital
Texas
$278K +$278K +7,410 New
TA
236
Teton Advisors
New York
$278K – – –
BBHC
237
Brown Brothers Harriman & Co
New York
$275K -$23.5K -625 -8%
MA
238
Mutual Advisors
Nebraska
$267K – – –
PBO
239
Peoples Bank (Ohio)
Ohio
$265K – – –
TI
240
Tidal Investments
Wisconsin
$251K -$161K -4,286 -39%
Neuberger Berman Group
241
Neuberger Berman Group
New York
$250K +$751 +20 +0.3%
AOWM
242
Alpha Omega Wealth Management
Virginia
$250K +$250K +6,667 New
AAG
243
Accordant Advisory Group
Maryland
$244K – – –
GLLW
244
Graves Light Lenhart Wealth
Virginia
$235K -$16.6K -443 -7%
Allianz Asset Management
245
Allianz Asset Management
Germany
$229K -$165K -4,400 -42%
Envestnet Portfolio Solutions
246
Envestnet Portfolio Solutions
Illinois
$228K -$21.7K -578 -9%
CA
247
Clearstead Advisors
Ohio
$227K +$601 +16 +0.3%
SL
248
Salomon & Ludwin
Virginia
$226K -$5.86K -156 -3%
NGA
249
Naples Global Advisors
Florida
$224K – – –
CCWM
250
Cassaday & Co Wealth Management
Virginia
$223K – – –
8 9
10
11 12