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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
Corient Private Wealth
351
Corient Private Wealth
Florida
-$522K -14,063 Closed
ECM
352
ExodusPoint Capital Management
New York
-$350K -9,428 Closed
PAS
353
Point72 Asia (Singapore)
Singapore
-$350K -9,422 Closed
SG Americas Securities
354
SG Americas Securities
New York
-$312K -8,406 Closed
SWA
355
Stratos Wealth Advisors
Ohio
-$304K -8,201 Closed
D.E. Shaw & Co
356
D.E. Shaw & Co
New York
-$297K -8,015 Closed
SIG
357
Sargent Investment Group
Maryland
-$284K -7,645 Closed
UCFA
358
United Capital Financial Advisors
Texas
-$283K -7,640 Closed
LP
359
LMR Partners
United Kingdom
-$277K -7,471 Closed
VT
360
Vise Technologies
New York
-$273K -7,356 Closed
SMA
361
Sage Mountain Advisors
Georgia
-$226K -6,083 Closed
VPWA
362
Vestia Personal Wealth Advisors
Indiana
-$219K -5,899 Closed
CC
363
Centiva Capital
New York
-$213K -5,742 Closed
MSA
364
Marathon Strategic Advisors
Pennsylvania
-$206K -5,565 Closed
CSPIA
365
Cary Street Partners Investment Advisory
Virginia
-$205K -5,519 Closed
SCM
366
Shelton Capital Management
Colorado
-$203K -5,484 Closed
AWM
367
Accurate Wealth Management
Florida
-$204K -5,368 Closed
CFM
368
Catalyst Funds Management
Australia
-$74.2K -2,000 Closed
APC
369
Aspire Private Capital
North Carolina
-$42K -1,131 Closed
Allspring Global Investments
370
Allspring Global Investments
North Carolina
-$24.3K -656 Closed
JIP
371
Jaffetilchin Investment Partners
Florida
-$22.8K -614 Closed
SWM
372
Spire Wealth Management
Virginia
-$17.6K -473 Closed
MIM
373
Macroview Investment Management
Maryland
-$5.6K -151 Closed
Lazard Asset Management
374
Lazard Asset Management
New York
-$1K -46 Closed
CPA
375
Capital Performance Advisors
California
-$853 -23 Closed

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.