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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
TWA
251
TCI Wealth Advisors
Arizona
$12K +$6.82K +186 +140%
AIG
252
American International Group
New York
$11.7K -$3.04K -83 -0%
KFI
253
Key Financial Inc
Pennsylvania
$10K
DOA
254
D'Orazio & Associates
Virginia
$9K
FCA
255
FinTrust Capital Advisors
South Carolina
$9K
LWM
256
Liberty Wealth Management
California
$9K
PCG
257
Private Capital Group
Connecticut
$7K -$32.8K -894 -83%
IA
258
IFP Advisors
Florida
$6K -$5.87K -160 -52%
APC
259
Aspire Private Capital
North Carolina
$6K
MIM
260
Macroview Investment Management
Maryland
$6K
NFG
261
Next Financial Group
Texas
$6K +$5.46K +149 New
S
262
SignatureFD
Georgia
$5K
RG
263
Retirement Group
California
$5K +$4.95K +135 New
SL
264
Savior LLC
Massachusetts
$4K
GWS
265
Glassman Wealth Services
Virginia
$3K -$14.6K -397 -86%
BWL
266
Bogart Wealth LLC
Virginia
$3K
CWC
267
Carolinas Wealth Consulting
North Carolina
$3K
QCG
268
Quadrant Capital Group
Ohio
$3K
CFGS
269
Concourse Financial Group Securities
Alabama
$3K +$1.25K +34 +77%
CCA
270
Column Capital Advisors
Indiana
$2K
GRP
271
Global Retirement Partners
California
$2K
LC
272
Lindbrook Capital
California
$2K
MWP
273
Meridian Wealth Partners
Pennsylvania
$2K +$2.02K +55 New
Walleye Capital
274
Walleye Capital
New York
$1.41K -$2.81M -76,686 -68%
MAM
275
Meeder Asset Management
Ohio
$1K

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.