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United Bankshares

278 hedge funds and large institutions have $3.24B invested in United Bankshares in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 114 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $3.05M | Put options by funds: $953K

32% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 25

21% more capital invested

Capital invested by funds: $2.68B → $3.24B (+$562M)

3% more funds holding

Funds holding: 271278 (+7)

1.41% more ownership

Funds ownership: 63.92%65.33% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

38% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 114

Holders
278
Holders Change
+7
Holders Change %
+2.58%
% of All Funds
4.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
71
Reduced
114
Closed
25
Calls
$3.05M
Puts
$953K
Net Calls
+$2.1M
Net Calls Change
+$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
AWC
226
Abundance Wealth Counselors
Pennsylvania
$89K +$84.6K +2,307 New
FBT
227
First Bank & Trust
South Dakota
$88K +$4.29K +117 +5%
CI Investments Inc
228
CI Investments Inc
Ontario, Canada
$85K +$1.28K +35 +2%
AIM
229
Anchor Investment Management
South Carolina
$77.2K
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$69K
BCWM
231
Bartlett & Co Wealth Management
Ohio
$62.3K
BC
232
Bartlett & Co
Ohio
$62K
HFM
233
Harvest Fund Management
China
$59K +$56.4K +1,538 New
Toronto Dominion Bank
234
Toronto Dominion Bank
Ontario, Canada
$58K -$39.9K -1,087 -42%
CWP
235
Concord Wealth Partners
Virginia
$58K
CBT
236
CoreFirst Bank & Trust
Kansas
$46K
FHA
237
First Horizon Advisors
Tennessee
$40K -$5.35K -146 -12%
CFA
238
Carroll Financial Associates
North Carolina
$39K -$4.44K -121 -11%
AIL
239
AGF Investments LLC
Ontario, Canada
$38K -$14.6K -399 -29%
CFD
240
Creative Financial Designs
Indiana
$35K
SWA
241
SOA Wealth Advisors
New York
$34K
NFSG
242
Newbridge Financial Services Group
Florida
$32K +$30.3K +827 New
AIC
243
Ameritas Investment Company
Nebraska
$26.7K +$25.3K +691 New
SPIA
244
Steward Partners Investment Advisory
New York
$25K +$18.3K +500 +336%
Fidelity Investments
245
Fidelity Investments
Massachusetts
$22K -$623 -17 -3%
EP
246
Eudaimonia Partners
Tennessee
$20K +$19.2K +524 New
PA
247
Parallel Advisors
California
$16K -$11.6K -315 -44%
HI
248
Harbour Investments
Wisconsin
$16K +$14.8K +404 New
BCA
249
Berman Capital Advisors
Georgia
$14K +$37 +1 +0.3%
MCM
250
MV Capital Management
Maryland
$13K

UBSI Hedge Fund Activity: Q1 2021 in Review

278 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q1 2021, worth a combined $3.24B — up 21% from $2.68B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new UBSI positions and 25 closed out — a net gain of 8 holders — while 71 added to existing stakes and 114 trimmed.

The largest buyer was State Street, adding an estimated $54.7M. The largest seller was Millennium Management, cutting an estimated $36.1M.

  • 278 institutional investors held United Bankshares (UBSI) as of Q1 2021, up from 271 in Q4 2020.
  • Funds reported $3.24B of United Bankshares stock for Q1 2021, up 21% quarter-over-quarter.
  • 33 funds opened new United Bankshares positions in Q1 2021 and 25 closed out, a net change of +8 holders.
  • The largest United Bankshares buyer in Q1 2021 was State Street, an estimated $54.7M added.
  • The largest United Bankshares seller in Q1 2021 was Millennium Management, an estimated $36.1M sold.

Based on aggregated 13F filings for Q1 2021.