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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
HI
301
Harbour Investments
Wisconsin
$10.4K
AF
302
Allworth Financial
California
$9.5K
FUBT
303
First United Bank & Trust
Maryland
$9.35K
PWMG
304
Private Wealth Management Group
New Jersey
$8.94K
LI
305
LRI Investments
Florida
$8.76K
CTC
306
Central Trust Company
Missouri
$8.61K
PA
307
Parallel Advisors
California
$8.38K
AAP
308
Arax Advisory Partners
Colorado
$7.01K
Bessemer Group
309
Bessemer Group
New Jersey
$7K -$328 -9 -5%
FMTCOCP
310
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K
MIM
311
Macroview Investment Management
Maryland
$5.6K
QCG
312
Quadrant Capital Group
Ohio
$5.42K
HWM
313
Hemington Wealth Management
Virginia
$5K +$5.58K +153 New
HWA
314
HHM Wealth Advisors
Tennessee
$4.86K
HCM
315
Hollencrest Capital Management
California
$4.49K
FFA
316
Farther Finance Advisors
California
$4.22K +$839 +23 +25%
RIL
317
Rothschild Investment LLC
Illinois
$3.52K +$1.09K +30 +46%
JWA
318
JFS Wealth Advisors
Pennsylvania
$3.12K +$803 +22 +35%
BIA
319
Bell Investment Advisors
California
$3.01K
CWC
320
Carolinas Wealth Consulting
North Carolina
$3K -$73 -2 -2%
MG
321
Mather Group
Illinois
$2.82K +$438 +12 +19%
BWL
322
Bogart Wealth LLC
Virginia
$2.63K
WSFS
323
Wilmington Savings Fund Society
Delaware
$2.63K +$2.59K +71 New
EWA
324
EverSource Wealth Advisors
Alabama
$2.34K -$12.6K -346 -85%
FMII
325
Farmers & Merchants Investments Inc
Nebraska
$1.93K

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.