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United Bankshares

294 hedge funds and large institutions have $3.2B invested in United Bankshares in 2021 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 94 increasing their positions, 101 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $1.9M | Put options by funds: $1.04M

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

5% more funds holding

Funds holding: 280294 (+14)

3.68% more ownership

Funds ownership: 64.52%68.2% (+3.7%)

2% more capital invested

Capital invested by funds: $3.15B → $3.2B (+$54.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 101

Holders
294
Holders Change
+14
Holders Change %
+5%
% of All Funds
5.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
94
Reduced
101
Closed
20
Calls
$1.9M
Puts
$1.04M
Net Calls
+$855K
Net Calls Change
-$90K
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
251
Cullen/Frost Bankers
Texas
$18K
SIC
252
Salem Investment Counselors
North Carolina
$18K +$17.5K +501 New
Fidelity Investments
253
Fidelity Investments
Massachusetts
$16K
PA
254
Parallel Advisors
California
$16K +$979 +28 +7%
S
255
SignatureFD
Georgia
$16K +$2.03K +58 +15%
Fifth Third Bancorp
256
Fifth Third Bancorp
Ohio
$15K -$5.56K -159 -27%
HI
257
Harbour Investments
Wisconsin
$15K -$140 -4 -1%
DFCM
258
Dark Forest Capital Management
Puerto Rico
$13K -$10.5K -301 -45%
CFA
259
Carroll Financial Associates
North Carolina
$13K -$8.6K -246 -40%
ODG
260
O'Dell Group
Ohio
$13K +$12.7K +362 New
MCM
261
MV Capital Management
Maryland
$12K
BCA
262
Berman Capital Advisors
Georgia
$11K +$2.27K +65 +26%
AWA
263
Arkadios Wealth Advisors
Georgia
$10K -$339K -9,685 -97%
MPWT
264
MassMutual Private Wealth & Trust
Connecticut
$10K +$9.19K +263 New
FCA
265
FinTrust Capital Advisors
South Carolina
$9K
KFI
266
Key Financial Inc
Pennsylvania
$9K
DOA
267
D'Orazio & Associates
Virginia
$8K
WT
268
Whittier Trust
California
$8K +$7.76K +222 New
CFGS
269
Concourse Financial Group Securities
Alabama
$7K +$3.74K +107 +137%
MAM
270
Meeder Asset Management
Ohio
$7K +$4.41K +126 +180%
ACM
271
Antonetti Capital Management
Florida
$7K +$6.99K +200 New
IA
272
IFP Advisors
Florida
$6K
MGIM
273
M&G Investment Management
United Kingdom
$5.71K +$4.26K +122 +0.1%
PCG
274
Private Capital Group
Connecticut
$5K -$1.61K -46 -25%
MIM
275
Macroview Investment Management
Maryland
$5K

UBSI Hedge Fund Activity: Q3 2021 in Review

294 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q3 2021, worth a combined $3.2B — up 1.7% from $3.15B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new UBSI positions and 20 closed out — a net gain of 16 holders — while 94 added to existing stakes and 101 trimmed.

The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $32M. The largest seller was BlackRock, cutting an estimated $23.6M.

  • 294 institutional investors held United Bankshares (UBSI) as of Q3 2021, up from 280 in Q2 2021.
  • Funds reported $3.2B of United Bankshares stock for Q3 2021, up 1.7% quarter-over-quarter.
  • 36 funds opened new United Bankshares positions in Q3 2021 and 20 closed out, a net change of +16 holders.
  • The largest United Bankshares buyer in Q3 2021 was Vaughan Nelson Investment Management, an estimated $32M added.
  • The largest United Bankshares seller in Q3 2021 was BlackRock, an estimated $23.6M sold.

Based on aggregated 13F filings for Q3 2021.