We are live on ! Find out more
UBSI icon

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
KBC Group
251
KBC Group
Belgium
$222K +$88.9K +2,258 +62%
CC
252
Courier Capital
New York
$217K
Nisa Investment Advisors
253
Nisa Investment Advisors
Missouri
$214K +$23.9K +608 +12%
BIA
254
Beacon Investment Advisors
Maryland
$208K +$1.61K +41 +0.7%
CSP
255
Cary Street Partners
Virginia
$207K +$217K +5,519 New
CL
256
Choreo LLC
Illinois
$206K +$215K +5,451 New
EI
257
Ethic Inc
New York
$204K -$43.4K -1,101 -17%
Tudor Investment Corp
258
Tudor Investment Corp
Connecticut
$202K +$212K +5,373 New
MAM
259
Milestone Asset Management
Pennsylvania
$201K +$211K +5,353 New
GFL
260
Granite FO LLC
New Hampshire
$173K
EWM
261
Evermay Wealth Management
Virginia
$158K
HI
262
Horizon Investments
North Carolina
$142K +$148K +3,769 New
HFS
263
Hopwood Financial Services
Virginia
$117K +$123K +3,125 New
PS
264
Principal Securities
Iowa
$117K +$11.2K +285 +10%
HNB
265
Hilltop National Bank
Wyoming
$101K -$8.19K -208 -7%
PD
266
Point72 (DIFC)
United Arab Emirates
$97.6K +$102K +2,599 New
GRP
267
Global Retirement Partners
California
$97.2K +$3.9K +99 +4%
CI Investments Inc
268
CI Investments Inc
Ontario, Canada
$97K +$276 +7 +0.3%
IMC
269
Investment Management Corporation
Virginia
$95.9K +$101K +2,555 New
SAM
270
Shell Asset Management
Netherlands
$95K
PHK
271
Point72 Hong Kong
Hong Kong
$93.4K +$97.9K +2,486 New
GI
272
GAMMA Investing
California
$86.1K +$8.43K +214 +10%
HT
273
Headlands Technologies
Illinois
$84.8K +$88.9K +2,257 New
SPIA
274
Steward Partners Investment Advisory
New York
$77.9K -$5.79K -147 -7%
BTI
275
Blue Trust Inc
Georgia
$77.1K -$44.4K -1,127 -35%

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.