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United Bankshares

280 hedge funds and large institutions have $3.15B invested in United Bankshares in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 101 increasing their positions, 88 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $2.08M | Put options by funds: $1.14M

15% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 88

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

1% more funds holding

Funds holding: 278280 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.81% less ownership

Funds ownership: 65.33%64.52% (-0.81%)

3% less capital invested

Capital invested by funds: $3.24B → $3.15B (-$94.4M)

Holders
280
Holders Change
+2
Holders Change %
+0.72%
% of All Funds
4.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
101
Reduced
88
Closed
25
Calls
$2.08M
Puts
$1.14M
Net Calls
+$945K
Net Calls Change
-$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
226
Bartlett & Co
Ohio
$58K
Toronto Dominion Bank
227
Toronto Dominion Bank
Ontario, Canada
$58K +$4.09K +104 +7%
HFM
228
Harvest Fund Management
China
$56K
CWP
229
Concord Wealth Partners
Virginia
$55K
CBT
230
CoreFirst Bank & Trust
Kansas
$44K
APC
231
Aspire Private Capital
North Carolina
$41K +$38K +967 +590%
FGAM
232
Financial Gravity Asset Management
Texas
$37K +$39 +1 New
FHA
233
First Horizon Advisors
Tennessee
$37K +$275 +7 +0.7%
CFD
234
Creative Financial Designs
Indiana
$33K
SWA
235
SOA Wealth Advisors
New York
$33K +$236 +6 +0.7%
FC
236
FORA Capital
Florida
$33K +$35.7K +908 New
NFSG
237
Newbridge Financial Services Group
Florida
$30K
BBL
238
Beck Bode LLC
Massachusetts
$29K +$31.8K +808 New
DFCM
239
Dark Forest Capital Management
Puerto Rico
$24K +$26.3K +668 New
CFA
240
Carroll Financial Associates
North Carolina
$22K -$15.8K -401 -39%
Fifth Third Bancorp
241
Fifth Third Bancorp
Ohio
$21K -$47.2K -1,200 -67%
ST
242
Sageworth Trust
Pennsylvania
$19K +$20.6K +525 New
CFB
243
Cullen/Frost Bankers
Texas
$18K +$19.8K +505 New
Fidelity Investments
244
Fidelity Investments
Massachusetts
$16K -$4.83K -123 -22%
PA
245
Parallel Advisors
California
$15K
HI
246
Harbour Investments
Wisconsin
$15K +$157 +4 +1%
S
247
SignatureFD
Georgia
$14K +$10.7K +273 +233%
MCM
248
MV Capital Management
Maryland
$12K
TWA
249
TCI Wealth Advisors
Arizona
$12K +$157 +4 +1%
AIG
250
American International Group
New York
$11.2K +$91.8K +2,337 +0.8%

UBSI Hedge Fund Activity: Q2 2021 in Review

280 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q2 2021, worth a combined $3.15B — down 2.9% from $3.24B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new UBSI positions and 25 closed out — a net gain of 3 holders — while 101 added to existing stakes and 88 trimmed.

The largest buyer was Silvercrest Asset Management, adding an estimated $65.3M. The largest seller was Citadel Advisors, cutting an estimated $18.6M.

  • 280 institutional investors held United Bankshares (UBSI) as of Q2 2021, up from 278 in Q1 2021.
  • Funds reported $3.15B of United Bankshares stock for Q2 2021, down 2.9% quarter-over-quarter.
  • 28 funds opened new United Bankshares positions in Q2 2021 and 25 closed out, a net change of +3 holders.
  • The largest United Bankshares buyer in Q2 2021 was Silvercrest Asset Management, an estimated $65.3M added.
  • The largest United Bankshares seller in Q2 2021 was Citadel Advisors, an estimated $18.6M sold.

Based on aggregated 13F filings for Q2 2021.