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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
HF
151
HRT Financial
New York
$867K +$84.5K +2,147 +10%
Truist Financial
152
Truist Financial
North Carolina
$860K +$371K +9,418 +70%
MC
153
Moors & Cabot
Massachusetts
$854K +$37K +939 +4%
HighTower Advisors
154
HighTower Advisors
Illinois
$852K +$124K +3,141 +16%
VI
155
Versor Investments
New York
$845K +$469K +11,900 +112%
SF
156
Synovus Financial
Georgia
$843K +$67.6K +1,718 +8%
Wealth Enhancement Advisory Services
157
Wealth Enhancement Advisory Services
Minnesota
$825K +$409K +10,377 +90%
OSAM
158
O'Shaughnessy Asset Management
Connecticut
$814K -$1.5K -38 -0.2%
SO
159
STRS Ohio
Ohio
$807K
SG
160
StoneX Group
New York
$797K +$836K +21,232 New
US Bancorp
161
US Bancorp
Minnesota
$793K -$11.2K -285 -1%
LTAS
162
Linden Thomas Advisory Services
North Carolina
$782K -$6.93K -176 -0.8%
Pathstone Holdings
163
Pathstone Holdings
New Jersey
$780K +$321K +8,142 +64%
KeyBank National Association
164
KeyBank National Association
Ohio
$779K -$9.17K -233 -1%
RMC
165
Resources Management Corp
Connecticut
$770K
Teacher Retirement System of Texas
166
Teacher Retirement System of Texas
Texas
$768K -$494K -12,555 -38%
OTPPB
167
Ontario Teachers' Pension Plan Board
Ontario, Canada
$766K +$295K +7,492 +58%
Pacer Advisors
168
Pacer Advisors
Pennsylvania
$755K +$17K +432 +2%
MEG
169
Millstone Evans Group
Colorado
$740K +$776K +19,702 New
PFS
170
Prospera Financial Services
Texas
$725K +$236 +6 +0%
X
171
Xponance
Pennsylvania
$712K +$34.6K +879 +5%
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
$698K +$29.6K +751 +4%
HWA
173
Heritage Wealth Advisors
Virginia
$696K -$133K -3,380 -15%
Nomura Holdings
174
Nomura Holdings
Japan
$671K +$704K +17,868 New
VPIM
175
Vanguard Personalized Indexing Management
California
$641K +$146K +3,702 +28%

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.