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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
YCM
101
Yousif Capital Management
Michigan
$1.78M -$82.1K -2,086 -4%
GCM
102
Graham Capital Management
Connecticut
$1.77M +$726K +18,447 +64%
Stifel Financial
103
Stifel Financial
Missouri
$1.64M -$2.32K -59 -0.1%
Ensign Peak Advisors
104
Ensign Peak Advisors
Utah
$1.62M
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$1.59M +$88.8K +2,255 +6%
TRSOTSOK
106
Teachers Retirement System of the State of Kentucky
Kentucky
$1.57M -$81.9K -2,080 -5%
Cerity Partners
107
Cerity Partners
New York
$1.56M -$91.1K -2,314 -5%
AIP
108
Ameritas Investment Partners
Nebraska
$1.53M -$8.54K -217 -0.5%
ASRS
109
Arizona State Retirement System
Arizona
$1.47M +$11.7K +296 +0.8%
Russell Investments Group
110
Russell Investments Group
United Kingdom
$1.47M -$229K -5,816 -13%
VOYA Investment Management
111
VOYA Investment Management
Georgia
$1.47M -$2.17M -55,197 -59%
NA
112
NewEdge Advisors
Louisiana
$1.46M +$134K +3,396 +10%
Voloridge Investment Management
113
Voloridge Investment Management
Florida
$1.42M -$2.66M -67,478 -64%
AI
114
Atria Investments
North Carolina
$1.41M +$25.9K +659 +2%
LSERS
115
Louisiana State Employees Retirement System
Louisiana
$1.4M
SCA
116
Snowden Capital Advisors
New York
$1.38M -$51.1K -1,297 -3%
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$1.35M -$43.3K -1,099 -3%
DTL
118
Dynamic Technology Lab
Singapore
$1.34M +$1.12M +28,416 +394%
Citadel Advisors
119
Citadel Advisors
Florida
$1.28M -$249K -6,321 -16%
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$1.2M +$114K +2,899 +10%
SOMRS
121
State of Michigan Retirement System
Michigan
$1.2M -$3.94K -100 -0.3%
KA
122
Klingman & Associates
New York
$1.15M
Handelsbanken Fonder
123
Handelsbanken Fonder
Sweden
$1.13M +$94.5K +2,400 +9%
TA
124
TCM Advisors
West Virginia
$1.13M
NMIMC
125
Northwestern Mutual Investment Management Company
Wisconsin
$1.13M +$2.09K +53 +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.