We are live on ! Find out more
UBSI icon

United Bankshares
UBSI

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: 278 → 280 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (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

Top Buyers

Rank Fund Capital Flow
1
SAM
Silvercrest Asset Management
New York
+$65.3M
2
EARNEST Partners
EARNEST Partners
Georgia
+$29.3M
3
State Street
State Street
Massachusetts
+$25.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$12.4M
5
Morgan Stanley
Morgan Stanley
New York
+$8.14M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$18.6M
2
JP Morgan Chase
JP Morgan Chase
New York
-$10.5M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$8.81M
4
BlackRock
BlackRock
New York
-$8.76M
5
RCMC
RK Capital Management (Colorado)
Colorado
-$6.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
276
Versant Capital Management
Arizona
$1K -$393 -10 -38%
FMP
277
Financial Management Professionals
Texas
$1K +$786 +20 New
OSAM
278
O'Shaughnessy Asset Management
Connecticut
$1K +$1.06K +27 New
Simplex Trading
279
Simplex Trading
Illinois
$1K +$1.89K +48 New
Nisa Investment Advisors
280
Nisa Investment Advisors
Missouri
$929 – – –
RCMC
281
RK Capital Management (Colorado)
Colorado
– -$6.75M -175,100 Closed
Walleye Capital
282
Walleye Capital
New York
– -$1.41K -36,468 Closed
HF
283
HRT Financial
New York
– -$1.21M -31,435 Closed
Assenagon Asset Management
284
Assenagon Asset Management
Luxembourg
– -$1.15M -29,791 Closed
KFA
285
Krane Funds Advisors
New York
– -$864K -22,386 Closed
ST
286
Smithfield Trust
Pennsylvania
– -$745K -19,309 Closed
N
287
Natixis
France
– -$571K -14,800 Closed
CWM
288
CIBC World Markets
New York
– -$534K -13,849 Closed
MSL
289
Mackay Shields LLC
New York
– -$455K -11,800 Closed
VRS
290
Virginia Retirement Systems
Virginia
– -$417K -10,800 Closed
PAMP
291
Polar Asset Management Partners
Ontario, Canada
– -$386K -10,012 Closed
AW
292
ACG Wealth
Georgia
– -$323K -8,368 Closed
ECM
293
ExodusPoint Capital Management
New York
– -$261K -6,763 Closed
SFS
294
Sowell Financial Services
Arkansas
– -$250K -6,161 Closed
DTL
295
Dynamic Technology Lab
Singapore
– -$211K -5,481 Closed
TWM
296
Tolleson Wealth Management
Texas
– -$207K -5,327 Closed
LIA
297
LS Investment Advisors
Michigan
– -$203K -5,268 Closed
AWC
298
Abundance Wealth Counselors
Pennsylvania
– -$89K -2,307 Closed
AIL
299
AGF Investments LLC
Ontario, Canada
– -$38K -984 Closed
AIC
300
Ameritas Investment Company
Nebraska
– -$26.7K -691 Closed
9 10 11
12
13

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.