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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
FIA
276
FNY Investment Advisers
New York
$71K
Ohio Public Employees Retirement System (OPERS)
277
Ohio Public Employees Retirement System (OPERS)
Ohio
$70.5K -$276 -7 -0.4%
KFI
278
Key Financial Inc
Pennsylvania
$68.7K
MPWT
279
MassMutual Private Wealth & Trust
Connecticut
$57K
CH
280
Canton Hathaway
Rhode Island
$56K
Nomura Asset Management
281
Nomura Asset Management
Japan
$55.6K +$15.8K +400 +37%
WSFS
282
Wilmington Savings Fund Society
Delaware
$53.9K +$53.7K +1,364 +1,921%
HBW
283
Hazlett, Burt & Watson
West Virginia
$51K
C
284
Covestor
United Kingdom
$48K -$11K -280 -18%
CAM
285
Clarity Asset Management
Iowa
$46K +$472 +12 +1%
Fifth Third Bancorp
286
Fifth Third Bancorp
Ohio
$44.2K
HCP
287
Hexagon Capital Partners
Arkansas
$42.5K -$16.5K -418 -27%
Jones Financial Companies
288
Jones Financial Companies
Missouri
$32.5K +$12.2K +310 +56%
PTC
289
Private Trust Company
Ohio
$32.2K
UB
290
UMB Bank
Missouri
$31.7K
HIA
291
Harbor Investment Advisory
Maryland
$28.9K
SS
292
SBI Securities
Japan
$26.2K +$27.5K +699 New
VSQM
293
V-Square Quantitative Management
Illinois
$24.1K
GJIA
294
Glass Jacobson Investment Advisors
Maryland
$22.1K
AIM
295
Anchor Investment Management
South Carolina
$20.4K
Carson Wealth (CWM LLC)
296
Carson Wealth (CWM LLC)
Nebraska
$19K +$7.17K +182 +56%
SIC
297
Salem Investment Counselors
North Carolina
$19K
MAM
298
Meeder Asset Management
Ohio
$17.8K +$2.01K +51 +12%
GG
299
Gleason Group
Kentucky
$16.4K +$157 +4 +0.9%
MCM
300
Manchester Capital Management
Vermont
$16.1K -$276 -7 -2%

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.