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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
ZIM
201
Zacks Investment Management
Illinois
$451K +$38.4K +976 +9%
SF
202
Summit Financial
New Jersey
$448K +$465K +11,818 New
TFA
203
Toth Financial Advisory
Virginia
$441K
MCM
204
MAI Capital Management
Ohio
$439K +$232K +5,900 +102%
Daiwa Securities Group
205
Daiwa Securities Group
Japan
$436K -$28.6K -726 -6%
Cetera Investment Advisers
206
Cetera Investment Advisers
Illinois
$429K +$39.5K +1,003 +10%
KPWS
207
Kestra Private Wealth Services
Texas
$419K +$439K +11,161 New
CFP
208
Curran Financial Partners
South Carolina
$405K
II
209
Inspire Investing
Idaho
$401K -$16.9K -429 -4%
EMPI
210
Elo Mutual Pension Insurance
Finland
$394K +$413K +10,491 New
BAM
211
Belpointe Asset Management
Nevada
$394K
SAM
212
Securian Asset Management
Minnesota
$383K -$11.5K -291 -3%
NAMP
213
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$378K -$157K -4,000 -28%
IA
214
IFP Advisors
Florida
$360K -$9.92K -252 -3%
JPWM
215
Jamison Private Wealth Management
Georgia
$351K
CHC
216
City Holding Co
West Virginia
$348K
RWM
217
Ritholtz Wealth Management
New York
$341K -$114K -2,905 -24%
SWIG
218
Strategic Wealth Investment Group
Kentucky
$339K
BBA
219
Braun-Bostich & Associates
Pennsylvania
$335K -$3.35K -85 -0.9%
CFS
220
Commonwealth Financial Services
West Virginia
$322K -$25.5K -647 -7%
GS
221
GTS Securities
New York
$317K +$333K +8,448 New
I
222
InceptionR
California
$316K +$332K +8,425 New
WANY
223
Wealthspire Advisors (New York)
New York
$314K -$4.84K -123 -1%
EC
224
EntryPoint Capital
New York
$310K +$326K +8,268 New
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
$309K

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.