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United Bankshares

335 hedge funds and large institutions have $3.57B invested in United Bankshares in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 111 increasing their positions, 103 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

352% more call options, than puts

Call options by funds: $5.61M | Put options by funds: $1.24M

163% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 19

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

14% more capital invested

Capital invested by funds: $3.13B → $3.57B (+$439M)

10% more funds holding

Funds holding: 304335 (+31)

8% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 103

0.21% less ownership

Funds ownership: 71.37%71.16% (-0.21%)

Holders
335
Holders Change
+31
Holders Change %
+10.2%
% of All Funds
4.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
111
Reduced
103
Closed
19
Calls
$5.61M
Puts
$1.24M
Net Calls
+$4.37M
Net Calls Change
+$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
251
Beacon Investment Advisors
Maryland
$204K +$201K +5,503 New
AWM
252
Accurate Wealth Management
Florida
$204K -$22K -602 -10%
SCM
253
Shelton Capital Management
Colorado
$203K +$200K +5,484 New
Nisa Investment Advisors
254
Nisa Investment Advisors
Missouri
$189K -$285K -7,800 -61%
GFL
255
Granite FO LLC
New Hampshire
$171K +$169K +4,619 New
EWM
256
Evermay Wealth Management
Virginia
$156K
KBC Group
257
KBC Group
Belgium
$136K
HNB
258
Hilltop National Bank
Wyoming
$107K
PS
259
Principal Securities
Iowa
$105K -$1.68K -46 -2%
BTI
260
Blue Trust Inc
Georgia
$103K -$127K -3,468 -52%
CI Investments Inc
261
CI Investments Inc
Ontario, Canada
$96K -$28K -766 -23%
SAM
262
Shell Asset Management
Netherlands
$94K +$92.3K +2,528 New
GRP
263
Global Retirement Partners
California
$92.3K +$36 +1 +0%
DB
264
Danske Bank
Denmark
$89K +$87.6K +2,400 New
SPIA
265
Steward Partners Investment Advisory
New York
$82.4K +$109 +3 +0.1%
GI
266
GAMMA Investing
California
$77.1K +$19.5K +534 +35%
CFM
267
Catalyst Funds Management
Australia
$74.2K +$73K +2,000 New
FIA
268
FNY Investment Advisers
New York
$70K +$69.3K +1,900 New
Ohio Public Employees Retirement System (OPERS)
269
Ohio Public Employees Retirement System (OPERS)
Ohio
$69.9K -$1.72K -47 -2%
KFI
270
Key Financial Inc
Pennsylvania
$67.9K
HCP
271
Hexagon Capital Partners
Arkansas
$57.5K +$6.53K +179 +13%
C
272
Covestor
United Kingdom
$57K +$8.79K +241 +18%
MPWT
273
MassMutual Private Wealth & Trust
Connecticut
$56.3K
CH
274
Canton Hathaway
Rhode Island
$56K
HBW
275
Hazlett, Burt & Watson
West Virginia
$48K

UBSI Hedge Fund Activity: Q3 2024 in Review

335 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q3 2024, worth a combined $3.57B — up 14% from $3.13B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new UBSI positions and 19 closed out — a net gain of 31 holders — while 111 added to existing stakes and 103 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $20.4M. The largest seller was ProShare Advisors, cutting an estimated $41M.

  • 335 institutional investors held United Bankshares (UBSI) as of Q3 2024, up from 304 in Q2 2024.
  • Funds reported $3.57B of United Bankshares stock for Q3 2024, up 14% quarter-over-quarter.
  • 50 funds opened new United Bankshares positions in Q3 2024 and 19 closed out, a net change of +31 holders.
  • The largest United Bankshares buyer in Q3 2024 was Goldman Sachs, an estimated $20.4M added.
  • The largest United Bankshares seller in Q3 2024 was ProShare Advisors, an estimated $41M sold.

Based on aggregated 13F filings for Q3 2024.