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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
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$24M -$89.7K -2,277 -0.4%
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$21.6M +$11.7M +297,911 +108%
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$17.1M +$236K +6,002 +1%
Wells Fargo
29
Wells Fargo
California
$16.3M +$635K +16,127 +4%
First Trust Advisors
30
First Trust Advisors
Illinois
$15.6M -$1.14M -28,859 -7%
SFM
31
Systematic Financial Management
New Jersey
$15M +$343K +8,704 +2%
Raymond James Financial
32
Raymond James Financial
Florida
$14.9M +$15.7M +398,067 New
Ameriprise
33
Ameriprise
Minnesota
$14.3M +$1.1M +27,977 +8%
UBS AM
34
UBS AM
Illinois
$14.3M +$5.14M +130,444 +52%
Natixis Advisors
35
Natixis Advisors
Massachusetts
$13.1M +$454K +11,535 +3%
Barclays
36
Barclays
United Kingdom
$12.8M +$2.76M +70,047 +26%
Principal Financial Group
37
Principal Financial Group
Iowa
$11.6M -$128K -3,258 -1%
SEI Investments
38
SEI Investments
Pennsylvania
$11M -$91.5K -2,324 -0.8%
Verition Fund Management
39
Verition Fund Management
Connecticut
$10.6M +$11.2M +283,350 New
AllianceBernstein
40
AllianceBernstein
Tennessee
$10.4M -$285K -7,243 -3%
Swiss National Bank
41
Swiss National Bank
Switzerland
$9.99M +$78.7K +2,000 +0.8%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$9.8M +$266K +6,746 +3%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$8.75M -$203K -5,167 -2%
BCM
44
Basswood Capital Management
New York
$8.75M
Legal & General Group
45
Legal & General Group
United Kingdom
$8.2M +$234K +5,941 +3%
CF
46
Corebridge Financial
Texas
$8.17M -$463K -11,771 -5%
SBH
47
Segall Bryant & Hamill
Illinois
$7.74M -$277K -7,046 -3%
Assenagon Asset Management
48
Assenagon Asset Management
Luxembourg
$7.38M +$7.74M +196,623 New
Citigroup
49
Citigroup
New York
$7.34M +$930K +23,621 +14%
AQR Capital Management
50
AQR Capital Management
Connecticut
$7.27M +$878K +22,308 +13%

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.