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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
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$16.7M -$2.17M -59,521 -12%
First Trust Advisors
27
First Trust Advisors
Illinois
$16.5M +$2.31M +63,307 +17%
Wells Fargo
28
Wells Fargo
California
$15.5M -$117K -3,211 -0.8%
SFM
29
Systematic Financial Management
New Jersey
$14.5M +$4.09M +111,989 +40%
Ameriprise
30
Ameriprise
Minnesota
$13.1M -$428K -11,722 -3%
Connor, Clark & Lunn Investment Management (CC&L)
31
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$12.8M -$1.05M -28,883 -8%
Natixis Advisors
32
Natixis Advisors
Massachusetts
$12.5M +$2.13M +58,274 +21%
Principal Financial Group
33
Principal Financial Group
Iowa
$11.6M -$5.08M -139,181 -31%
SEI Investments
34
SEI Investments
Pennsylvania
$11M -$40K -1,097 -0.4%
AllianceBernstein
35
AllianceBernstein
Tennessee
$10.6M -$223K -6,111 -2%
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$10.2M +$1.51M +41,420 +18%
Barclays
37
Barclays
United Kingdom
$10M +$4.65M +127,486 +90%
Swiss National Bank
38
Swiss National Bank
Switzerland
$9.79M -$54.7K -1,500 -0.6%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$9.43M -$72.9K -1,997 -0.8%
CIP
40
Chartwell Investment Partners
Pennsylvania
$9.33M -$1.03M -28,200 -10%
UBS AM
41
UBS AM
Illinois
$9.3M +$147K +4,037 +2%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$8.84M -$484K -13,268 -5%
BCM
43
Basswood Capital Management
New York
$8.65M
CF
44
Corebridge Financial
Texas
$8.5M -$419K -11,476 -5%
SBH
45
Segall Bryant & Hamill
Illinois
$7.91M +$751K +20,591 +11%
Legal & General Group
46
Legal & General Group
United Kingdom
$7.88M +$254K +6,960 +3%
UBS Group
47
UBS Group
Switzerland
$6.71M -$695K -19,047 -10%
Citigroup
48
Citigroup
New York
$6.38M +$1.52M +41,728 +32%
AQR Capital Management
49
AQR Capital Management
Connecticut
$6.32M +$420K +11,517 +7%
Point72 Asset Management
50
Point72 Asset Management
Connecticut
$6.19M +$6.09M +166,746 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.