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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
Federated Hermes
176
Federated Hermes
Pennsylvania
$635K -$28.4K -722 -4%
BJL
177
Brighton Jones LLC
Washington
$634K +$29.5K +748 +5%
DC
178
Davenport & Co
Virginia
$599K -$20.4K -517 -3%
AACP
179
Advantage Alpha Capital Partners
California
$578K +$67.6K +1,716 +13%
SOADOR
180
State of Alaska Department of Revenue
Alaska
$577K -$9.65K -245 -2%
Commonwealth Equity Services
181
Commonwealth Equity Services
Massachusetts
$567K -$73.9K -1,878 -11%
Osaic Holdings
182
Osaic Holdings
Arizona
$566K -$113K -2,865 -16%
COI
183
Connable Office Inc
Michigan
$565K
PA
184
Profund Advisors
Maryland
$549K +$125K +3,176 +28%
Public Employees Retirement Association of Colorado
185
Public Employees Retirement Association of Colorado
Colorado
$507K -$35.9K -913 -6%
Prudential Financial
186
Prudential Financial
New Jersey
$497K -$3.34M -84,710 -86%
PFPT
187
Pinnacle Financial Partners (Tennessee)
Tennessee
$482K
Los Angeles Capital Management
188
Los Angeles Capital Management
California
$481K +$78.7K +2,000 +18%
RAG
189
RIA Advisory Group
Iowa
$476K -$26.4K -671 -5%
State of Wisconsin Investment Board
190
State of Wisconsin Investment Board
Wisconsin
$476K +$60.9K +1,547 +14%
IMRF
191
Illinois Municipal Retirement Fund
Illinois
$473K
IIC
192
Integrated Investment Consultants
Michigan
$471K +$10.6K +270 +2%
LIA
193
Lynx Investment Advisory
District of Columbia
$470K +$433 +11 +0.1%
KIM
194
Kestra Investment Management
Texas
$469K +$492K +12,488 New
TRCT
195
Tower Research Capital (TRC)
New York
$467K +$12.9K +327 +3%
CAMG
196
CWA Asset Management Group
Florida
$467K
CWM
197
CIBC World Markets
New York
$465K +$487K +12,374 New
JCM
198
Janney Capital Management
Pennsylvania
$461K -$9.45K -240 -2%
GFA
199
Gallagher Fiduciary Advisors
Illinois
$457K +$74K +1,880 +18%
BMWM
200
Brown Miller Wealth Management
Virginia
$456K +$4.76K +121 +1%

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.