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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
SPIA
276
Steward Partners Investment Advisory
New York
$5K
LC
277
Lindbrook Capital
California
$4K +$2.66K +76 +173%
RVM
278
Robinson Value Management
Texas
$4K +$3.5K +100 New
NICM
279
Neo Ivy Capital Management
New York
$4K +$4.47K +128 New
BWL
280
Bogart Wealth LLC
Virginia
$3K
CWC
281
Carolinas Wealth Consulting
North Carolina
$3K
CTB
282
Country Trust Bank
Illinois
$3K +$2.45K +70 New
BIA
283
Bell Investment Advisors
California
$3K +$2.69K +77 New
CCA
284
Column Capital Advisors
Indiana
$2K
GRP
285
Global Retirement Partners
California
$2K
JFGIW
286
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K
CT
287
Caldwell Trust
Florida
$1.6K
GWS
288
Glassman Wealth Services
Virginia
$1K -$1.64K -47 -71%
Simplex Trading
289
Simplex Trading
Illinois
$1K
VCM
290
Versant Capital Management
Arizona
$1K
JWM
291
Janiczek Wealth Management
Colorado
$1K +$524 +15 New
FPS
292
Fieldpoint Private Securities
Connecticut
$1K +$944 +27 New
Nisa Investment Advisors
293
Nisa Investment Advisors
Missouri
$926
PFM
294
Premier Fund Managers
United Kingdom
-$1.43M -39,082 Closed
JCIA
295
Jackson Creek Investment Advisors
Colorado
-$1.04M -28,406 Closed
Jane Street
296
Jane Street
New York
-$909K -24,898 Closed
FPCG
297
Fort Pitt Capital Group
Pennsylvania
-$483K -13,220 Closed
AQR Capital Management
298
AQR Capital Management
Connecticut
-$370K -10,131 Closed
AA
299
ALPS Advisors
Colorado
-$309K -8,454 Closed
DHFB
300
Dixon Hubard Feinour & Brown
Virginia
-$308K -8,451 Closed

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.