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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
NWMG
76
Nicholson Wealth Management Group
South Carolina
$2.86M -$21.2K -539 -0.7%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$2.77M +$20.1K +510 +0.7%
MOACM
78
Mutual of America Capital Management
New York
$2.68M -$64.8K -1,646 -2%
LPL Financial
79
LPL Financial
California
$2.58M -$1.42M -36,132 -34%
Balyasny Asset Management
80
Balyasny Asset Management
Illinois
$2.52M +$2.64M +67,040 New
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$2.45M +$1.08M +27,425 +72%
AB
82
Amalgamated Bank
New York
$2.32M
Holocene Advisors
83
Holocene Advisors
New York
$2.32M +$565K +14,354 +30%
Janus Henderson Group
84
Janus Henderson Group
United Kingdom
$2.31M +$122K +3,100 +5%
GC
85
Guggenheim Capital
Illinois
$2.31M -$386K -9,794 -14%
PI
86
PineBridge Investments
New York
$2.3M +$723K +18,350 +43%
SCM
87
Sterling Capital Management
North Carolina
$2.27M +$214K +5,424 +10%
SCA
88
STALEY CAPITAL ADVISERS
Pennsylvania
$2.26M
CI
89
Cambiar Investors
Colorado
$2.24M -$202K -5,135 -8%
State of New Jersey Common Pension Fund D
90
State of New Jersey Common Pension Fund D
New Jersey
$2.24M
WAP
91
Wealthcare Advisory Partners
Pennsylvania
$2.15M +$2.28K +58 +0.1%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$2.05M
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$2M -$296K -7,509 -12%
Comerica Bank
94
Comerica Bank
Texas
$1.97M -$91.4K -2,322 -4%
Creative Planning
95
Creative Planning
Kansas
$1.97M +$31.9K +810 +2%
CSS
96
Cubist Systematic Strategies
Connecticut
$1.95M -$807K -20,497 -28%
State of Tennessee, Department of Treasury
97
State of Tennessee, Department of Treasury
Tennessee
$1.93M -$57.2K -1,452 -3%
IIM
98
INTECH Investment Management
Florida
$1.93M +$1.24M +31,568 +160%
ACA
99
Anchor Capital Advisors
Massachusetts
$1.92M +$4.53K +115 +0.2%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$1.84M -$3.82K -97 -0.2%

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.