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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
BlackRock
1
BlackRock
New York
$727M +$8.6M +235,578 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$527M +$2.55M +69,794 +0.5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$294M +$747K +20,476 +0.3%
State Street
4
State Street
Massachusetts
$288M -$13.7M -374,259 -5%
EARNEST Partners
5
EARNEST Partners
Georgia
$155M -$3.09M -84,559 -2%
Victory Capital Management
6
Victory Capital Management
Texas
$148M +$541K +14,833 +0.4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$123M +$1.97M +53,994 +2%
SAM
8
Silvercrest Asset Management
New York
$91.1M +$10.7M +292,692 +14%
Charles Schwab
9
Charles Schwab
California
$62.1M +$3.05M +83,503 +5%
Northern Trust
10
Northern Trust
Illinois
$57.9M +$435K +11,930 +0.8%
VNIM
11
Vaughan Nelson Investment Management
Texas
$57.8M +$8.14M +223,150 +17%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$56.1M -$1.23M -33,655 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$52.3M -$9.29M -254,574 -15%
Bank of America
14
Bank of America
North Carolina
$48.3M +$1.57M +42,920 +3%
Fisher Asset Management
15
Fisher Asset Management
Washington
$45.3M +$612K +16,782 +1%
Norges Bank
16
Norges Bank
Norway
$44.9M +$56.2K +1,541 +0.1%
ProShare Advisors
17
ProShare Advisors
Maryland
$40.1M -$41M -1,124,266 -51%
Goldman Sachs
18
Goldman Sachs
New York
$38.3M +$20.4M +558,626 +118%
Morgan Stanley
19
Morgan Stanley
New York
$33M +$5.74M +157,419 +21%
N
20
Nuveen
North Carolina
$32.6M +$1.1M +30,051 +4%
Invesco
21
Invesco
Georgia
$31.1M -$4.57M -125,358 -13%
UBV
22
United Bank (Virginia)
Virginia
$27.6M -$584K -16,003 -2%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$23.8M -$415K -11,367 -2%
JP Morgan Chase
24
JP Morgan Chase
New York
$22.1M +$1.93M +52,949 +10%
BNP Paribas Asset Management
25
BNP Paribas Asset Management
France
$17.4M +$1.56M +42,689 +10%

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.