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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
Cambridge Investment Research Advisors
126
Cambridge Investment Research Advisors
Iowa
$1.17M -$1.68M -46,113 -59%
KA
127
Klingman & Associates
New York
$1.14M
TA
128
TCM Advisors
West Virginia
$1.11M
NMIMC
129
Northwestern Mutual Investment Management Company
Wisconsin
$1.11M -$6.31K -173 -0.6%
COPPSERS
130
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.1M -$5.77K -158 -0.5%
Zurich Cantonal Bank
131
Zurich Cantonal Bank
Switzerland
$1.08M +$43.7K +1,197 +4%
GCM
132
Graham Capital Management
Connecticut
$1.07M -$1.17M -32,056 -53%
TP
133
Tranquility Partners
Tennessee
$1.05M -$36.5K -1,000 -3%
Handelsbanken Fonder
134
Handelsbanken Fonder
Sweden
$1.03M
OPERF
135
Oregon Public Employees Retirement Fund
Oregon
$1.02M -$17.5K -480 -2%
NMERB
136
New Mexico Educational Retirement Board
New Mexico
$1.02M
FVWA
137
Foster Victor Wealth Advisors
South Carolina
$971K
KWM
138
Kingsview Wealth Management
Oregon
$964K -$143K -3,916 -13%
SSB
139
Sandy Spring Bank
Maryland
$946K -$36.5K -1,000 -4%
MSG
140
Main Street Group
Virginia
$934K -$16.9K -464 -2%
HNB
141
Huntington National Bank
Ohio
$878K +$73 +2 +0%
Mariner
142
Mariner
Kansas
$877K +$15.8K +433 +2%
MCWS
143
McKinley Carter Wealth Services
West Virginia
$874K +$3.25K +89 +0.4%
OSAM
144
O'Shaughnessy Asset Management
Connecticut
$813K +$536K +14,675 +209%
HWA
145
Heritage Wealth Advisors
Virginia
$813K +$2.15K +59 +0.3%
MC
146
Moors & Cabot
Massachusetts
$809K
SO
147
STRS Ohio
Ohio
$798K +$241K +6,600 +44%
US Bancorp
148
US Bancorp
Minnesota
$794K -$39.8K -1,091 -5%
LTAS
149
Linden Thomas Advisory Services
North Carolina
$779K -$4.31K -118 -0.6%
KeyBank National Association
150
KeyBank National Association
Ohio
$778K +$21K +576 +3%

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.