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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
CAM
276
Clarity Asset Management
Iowa
$45K -$2.81K -77 -6%
Fifth Third Bancorp
277
Fifth Third Bancorp
Ohio
$43.7K +$1.86K +51 +5%
APC
278
Aspire Private Capital
North Carolina
$42K
Nomura Asset Management
279
Nomura Asset Management
Japan
$40.1K
PTC
280
Private Trust Company
Ohio
$31.8K
UB
281
UMB Bank
Missouri
$31.3K +$21.7K +594 +238%
HIA
282
Harbor Investment Advisory
Maryland
$28.6K -$20.4K -560 -42%
Allspring Global Investments
283
Allspring Global Investments
North Carolina
$24.3K
VSQM
284
V-Square Quantitative Management
Illinois
$23.8K +$23.4K +642 New
JIP
285
Jaffetilchin Investment Partners
Florida
$22.8K +$22.4K +614 New
GJIA
286
Glass Jacobson Investment Advisors
Maryland
$21.8K
Jones Financial Companies
287
Jones Financial Companies
Missouri
$20.5K +$2.04K +56 +11%
AIM
288
Anchor Investment Management
South Carolina
$20.1K
SIC
289
Salem Investment Counselors
North Carolina
$18.8K
SWM
290
Spire Wealth Management
Virginia
$17.6K -$2.7K -74 -14%
MCM
291
Manchester Capital Management
Vermont
$16.1K -$292 -8 -2%
GG
292
Gleason Group
Kentucky
$16K +$182 +5 +1%
MAM
293
Meeder Asset Management
Ohio
$15.7K +$15.4K +422 New
BFS
294
Burkett Financial Services
South Carolina
$14.3K +$146 +4 +1%
SAM
295
Smartleaf Asset Management
Massachusetts
$13.8K +$10.5K +289 +336%
PA
296
PSI Advisors
Florida
$13.7K
MCM
297
MV Capital Management
Maryland
$12.7K +$73 +2 +0.6%
Carson Wealth (CWM LLC)
298
Carson Wealth (CWM LLC)
Nebraska
$12K +$8.9K +244 +309%
PMAM
299
Picton Mahoney Asset Management
Ontario, Canada
$12K +$11.9K +325 New
HCA
300
Harbor Capital Advisors
Illinois
$12K +$12.3K +336 New

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.