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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
VPIM
176
Vanguard Personalized Indexing Management
California
$496K +$36.6K +1,004 +8%
RAG
177
RIA Advisory Group
Iowa
$495K +$487K +13,346 New
OTPPB
178
Ontario Teachers' Pension Plan Board
Ontario, Canada
$479K -$94.2K -2,581 -17%
PFPT
179
Pinnacle Financial Partners (Tennessee)
Tennessee
$476K +$469K +12,839 New
Pathstone Holdings
180
Pathstone Holdings
New Jersey
$469K +$157K +4,290 +51%
IMRF
181
Illinois Municipal Retirement Fund
Illinois
$468K
LIA
182
Lynx Investment Advisory
District of Columbia
$464K +$438 +12 +0.1%
JCM
183
Janney Capital Management
Pennsylvania
$464K
CAMG
184
CWA Asset Management Group
Florida
$461K +$453K +12,425 New
Daiwa Securities Group
185
Daiwa Securities Group
Japan
$457K +$15.6K +427 +4%
IIC
186
Integrated Investment Consultants
Michigan
$455K -$18.9K -517 -4%
TRCT
187
Tower Research Capital (TRC)
New York
$449K -$1.02M -27,928 -70%
BMWM
188
Brown Miller Wealth Management
Virginia
$446K +$4.93K +135 +1%
RWM
189
Ritholtz Wealth Management
New York
$445K +$437K +11,982 New
TFA
190
Toth Financial Advisory
Virginia
$435K
Wealth Enhancement Advisory Services
191
Wealth Enhancement Advisory Services
Minnesota
$430K -$18.2K -500 -4%
PA
192
Profund Advisors
Maryland
$424K +$56.2K +1,541 +16%
State of Wisconsin Investment Board
193
State of Wisconsin Investment Board
Wisconsin
$413K
II
194
Inspire Investing
Idaho
$412K +$10.6K +291 +3%
ZIM
195
Zacks Investment Management
Illinois
$409K +$403K +11,031 New
TI
196
Tidal Investments
Wisconsin
$407K +$32.6K +893 +9%
Los Angeles Capital Management
197
Los Angeles Capital Management
California
$401K +$74.8K +2,051 +23%
HSBC Holdings
198
HSBC Holdings
United Kingdom
$400K +$77.4K +2,120 +25%
CFP
199
Curran Financial Partners
South Carolina
$400K
VI
200
Versor Investments
New York
$393K +$387K +10,600 New

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.