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United Bankshares

301 hedge funds and large institutions have $3.25B invested in United Bankshares in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 108 increasing their positions, 84 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 33

29% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 84

2% more funds holding

Funds holding: 294301 (+7)

2% more capital invested

Capital invested by funds: $3.2B → $3.25B (+$50.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.23% less ownership

Funds ownership: 68.2%65.97% (-2.2%)

21% less call options, than puts

Call options by funds: $998K | Put options by funds: $1.27M

Holders
301
Holders Change
+7
Holders Change %
+2.38%
% of All Funds
4.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
46
Increased
108
Reduced
84
Closed
33
Calls
$998K
Puts
$1.27M
Net Calls
-$268K
Net Calls Change
-$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
276
Meeder Asset Management
Ohio
$8K +$1.07K +29 +15%
PCG
277
Private Capital Group
Connecticut
$8K +$2.39K +65 +47%
PFBT
278
Parkside Financial Bank & Trust
Missouri
$8K +$8.17K +222 New
CFGS
279
Concourse Financial Group Securities
Alabama
$7K
PFGIA
280
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$7.36K +200 New
MIM
281
Macroview Investment Management
Maryland
$5K
SPIA
282
Steward Partners Investment Advisory
New York
$5K
LC
283
Lindbrook Capital
California
$5K +$883 +24 +20%
ST
284
Sageworth Trust
Pennsylvania
$4K -$14.9K -404 -77%
IA
285
IFP Advisors
Florida
$4K -$1.91K -52 -35%
JWM
286
Janiczek Wealth Management
Colorado
$4K +$3.24K +88 +587%
CWC
287
Carolinas Wealth Consulting
North Carolina
$3K -$74 -2 -2%
BWL
288
Bogart Wealth LLC
Virginia
$3K
WPA
289
West Paces Advisors
Georgia
$2.07K +$2.1K +57 New
BIA
290
Bell Investment Advisors
California
$2K -$515 -14 -18%
CCA
291
Column Capital Advisors
Indiana
$2K
CT
292
Caldwell Trust
Florida
$1.6K
JFGIW
293
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K -$883 -24 -50%
FPS
294
Fieldpoint Private Securities
Connecticut
$1K
GWS
295
Glassman Wealth Services
Virginia
$1K
VCM
296
Versant Capital Management
Arizona
$1K
SC
297
Schubert & Co
Texas
$1K +$663 +18 New
JWA
298
JFS Wealth Advisors
Pennsylvania
$1K +$1.29K +35 New
NFG
299
Next Financial Group
Texas
$1K +$1.4K +38 New
MGIM
300
M&G Investment Management
United Kingdom
-$5.71K -158,709 Closed