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
Creative Planning
51
Creative Planning
Kansas
$5.35M +$2.08M +52,942 +57%
Prudential Financial
52
Prudential Financial
New Jersey
$5.23M +$216K +5,508 +4%
SBH
53
Segall Bryant & Hamill
Illinois
$5.15M -$152K -3,863 -3%
FNBOO
54
First National Bank of Omaha
Nebraska
$5.13M – – –
Brown Advisory
55
Brown Advisory
Maryland
$4.95M -$166K -4,227 -3%
SGCIA
56
Smith Graham & Co Investment Advisors
Texas
$4.85M -$663K -16,874 -11%
MOACM
57
Mutual of America Capital Management
New York
$4.36M +$118K +2,998 +3%
MIM
58
MetLife Investment Management
New Jersey
$4.05M -$105K -2,676 -2%
New York State Teachers Retirement System (NYSTRS)
59
New York State Teachers Retirement System (NYSTRS)
New York
$4.05M – – –
Renaissance Technologies
60
Renaissance Technologies
New York
$3.88M +$4.18M +106,438 New
TPSF
61
Texas Permanent School Fund
Texas
$3.65M +$143K +3,628 +4%
Natixis Advisors
62
Natixis Advisors
Massachusetts
$3.59M +$25.1K +638 +0.7%
AB
63
Amalgamated Bank
New York
$3.56M +$3.39M +86,365 +778%
RBA
64
Richard Bernstein Advisors
New York
$3.5M – – –
Ensign Peak Advisors
65
Ensign Peak Advisors
Utah
$3.29M – – –
Deutsche Bank
66
Deutsche Bank
Germany
$3.18M -$26.2K -667 -0.8%
American Century Companies
67
American Century Companies
Missouri
$3.09M +$590K +15,024 +22%
Comerica Bank
68
Comerica Bank
Texas
$3.04M +$56.8K +1,445 +2%
WPW
69
Waldron Private Wealth
Pennsylvania
$2.94M – – –
WANY
70
Wealthspire Advisors (New York)
New York
$2.93M +$1.93K +49 +0.1%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$2.83M +$112K +2,838 +4%
Rafferty Asset Management
72
Rafferty Asset Management
New York
$2.8M +$179K +4,546 +6%
CI
73
Cambiar Investors
Colorado
$2.78M +$58.2K +1,480 +2%
LPL Financial
74
LPL Financial
California
$2.63M +$2.83M +71,955 New
GC
75
Guggenheim Capital
Illinois
$2.58M -$172K -4,370 -6%
1 2
3
4 5

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.