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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
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$14.5M -$296K -8,455 -2%
Morgan Stanley
27
Morgan Stanley
New York
$13.8M -$6.45M -184,424 -33%
Wells Fargo
28
Wells Fargo
California
$12.9M +$3.87M +110,623 +46%
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.6M -$138K -3,948 -1%
RJA
30
Raymond James & Associates
Florida
$12M +$9.34M +267,278 +432%
AllianceBernstein
31
AllianceBernstein
Tennessee
$10.7M -$507K -14,513 -5%
AIG
32
American International Group
New York
$10.5M -$602K -17,208 -6%
Swiss National Bank
33
Swiss National Bank
Switzerland
$10.4M +$24.5K +700 +0.2%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$10.1M -$39.4K -1,126 -0.4%
JP Morgan Chase
35
JP Morgan Chase
New York
$9.85M -$1.48M -42,347 -14%
First Trust Advisors
36
First Trust Advisors
Illinois
$9.28M +$809K +23,145 +10%
PPA
37
Parametric Portfolio Associates
Washington
$9.04M -$960K -27,459 -10%
BCM
38
Basswood Capital Management
New York
$8.48M
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$7.99M +$40.3K +1,152 +0.5%
CIP
40
Chartwell Investment Partners
Pennsylvania
$7.63M -$785K -22,450 -10%
Ameriprise
41
Ameriprise
Minnesota
$7.39M -$1.07M -30,628 -13%
Truist Financial
42
Truist Financial
North Carolina
$7.37M -$170K -4,868 -2%
CS
43
Credit Suisse
Switzerland
$7.15M +$495K +14,157 +8%
SFM
44
Systematic Financial Management
New Jersey
$6.69M +$970K +27,741 +18%
Legal & General Group
45
Legal & General Group
United Kingdom
$6.59M +$8.56K +245 +0.1%
Barclays
46
Barclays
United Kingdom
$6.52M -$500K -14,315 -7%
BGIM
47
Brandywine Global Investment Management
Pennsylvania
$6.34M -$418K -11,956 -6%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$6.3M +$34.9K +997 +0.6%
Retirement Systems of Alabama
49
Retirement Systems of Alabama
Alabama
$6.09M -$262K -7,493 -4%
Natixis Advisors
50
Natixis Advisors
Massachusetts
$5.92M +$2.26M +64,637 +66%

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.