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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
LWM
251
Liberty Wealth Management
California
$11K +$118 +3 +1%
SB
252
Strategic Blueprint
Georgia
$10K +$11.1K +282 New
BCA
253
Berman Capital Advisors
Georgia
$9K -$5.5K -140 -36%
FCA
254
FinTrust Capital Advisors
South Carolina
$9K
KFI
255
Key Financial Inc
Pennsylvania
$9K
DOA
256
D'Orazio & Associates
Virginia
$8K
PCG
257
Private Capital Group
Connecticut
$7K
IA
258
IFP Advisors
Florida
$6K
QCG
259
Quadrant Capital Group
Ohio
$6K +$3.34K +85 +113%
MGIM
260
M&G Investment Management
United Kingdom
$5.87K +$6.23M +158,587 New
SPIA
261
Steward Partners Investment Advisory
New York
$5K -$19.6K -500 -77%
MIM
262
Macroview Investment Management
Maryland
$5K
JC
263
JCSD Capital
California
$4K -$1.33M -33,900 -100%
SL
264
Savior LLC
Massachusetts
$4K
BWL
265
Bogart Wealth LLC
Virginia
$3K
CFGS
266
Concourse Financial Group Securities
Alabama
$3K
CWC
267
Carolinas Wealth Consulting
North Carolina
$3K +$943 +24 +36%
MAM
268
Meeder Asset Management
Ohio
$3K +$1.81K +46 +192%
CCA
269
Column Capital Advisors
Indiana
$2K
GWS
270
Glassman Wealth Services
Virginia
$2K
LC
271
Lindbrook Capital
California
$2K
GRP
272
Global Retirement Partners
California
$2K +$39 +1 +2%
JFGIW
273
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K +$1.89K +48 New
WPA
274
West Paces Advisors
Georgia
$1.86K +$2K +51 New
CT
275
Caldwell Trust
Florida
$1.61K +$1.73K +44 New

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.