UBSI icon

United Bankshares
UBSI

Overview Fund Activity

345 hedge funds and large institutions have $3.75B invested in United Bankshares in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 121 increasing their positions, 112 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+12
Holders Change %
+3.6%
% of All Funds
4.59%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
46
Increased
121
Reduced
112
Closed
29
Calls
$4.56M
Puts
$912K
Net Calls
+$3.65M
Net Calls Change
-$721K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$41.5M
2
State Street
State Street
Massachusetts
$321M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$21.6M
4
Goldman Sachs
Goldman Sachs
New York
$49.4M
5
Verition Fund Management
Verition Fund Management
Connecticut
$10.6M

Top Sellers

1
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.49M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
3
Jane Street
Jane Street
New York
$1.03M
4
Victory Capital Management
Victory Capital Management
Texas
$146M
5
SAM
Silvercrest Asset Management
New York
$88.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIM
201
Zacks Investment Management
Illinois
$451K +$36.6K +976 +9%
SF
202
Summit Financial
New Jersey
$448K +$448K +11,818 New
TFA
203
Toth Financial Advisory
Virginia
$441K – – –
MCM
204
MAI Capital Management
Ohio
$439K +$222K +5,900 +102%
Daiwa Securities Group
205
Daiwa Securities Group
Japan
$436K -$27.3K -726 -6%
Cetera Investment Advisers
206
Cetera Investment Advisers
Illinois
$429K +$37.7K +1,003 +10%
KPWS
207
Kestra Private Wealth Services
Texas
$419K +$419K +11,161 New
CFP
208
Curran Financial Partners
South Carolina
$405K – – –
II
209
Inspire Investing
Idaho
$401K -$16.1K -429 -4%
EMPI
210
Elo Mutual Pension Insurance
Finland
$394K +$394K +10,491 New
BAM
211
Belpointe Asset Management
Nevada
$394K – – –
SAM
212
Securian Asset Management
Minnesota
$383K -$10.9K -291 -3%
NAMP
213
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$378K -$150K -4,000 -28%
IA
214
IFP Advisors
Florida
$360K -$9.46K -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 -$109K -2,905 -24%
SWIG
218
Strategic Wealth Investment Group
Kentucky
$339K – – –
BBA
219
Braun-Bostich & Associates
Pennsylvania
$335K -$3.19K -85 -0.9%
CFS
220
Commonwealth Financial Services
West Virginia
$322K -$24.3K -647 -7%
GS
221
GTS Securities
New York
$317K +$317K +8,448 New
I
222
InceptionR
California
$316K +$316K +8,425 New
WANY
223
Wealthspire Advisors (New York)
New York
$314K -$4.63K -123 -1%
EC
224
EntryPoint Capital
New York
$310K +$310K +8,268 New
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
$309K – – –
7 8
9
10 11