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United Bankshares
UBSI

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: 280 → 294 (+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: 1 → 1 (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

Top Buyers

Rank Fund Capital Flow
1
VNIM
Vaughan Nelson Investment Management
Texas
+$32M
2
State Street
State Street
Massachusetts
+$16.6M
3
RJA
Raymond James & Associates
Florida
+$9.34M
4
EARNEST Partners
EARNEST Partners
Georgia
+$8.31M
5
SAM
Silvercrest Asset Management
New York
+$7.09M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$23.6M
2
Morgan Stanley
Morgan Stanley
New York
-$6.45M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$4.3M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$3.44M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$3.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
AB
76
Amalgamated Bank
New York
$3.09M -$434K -12,410 -13%
EWA
77
EP Wealth Advisors
California
$3.04M +$2.93M +83,699 New
CI
78
Cambiar Investors
Colorado
$3M +$218K +6,250 +8%
Deutsche Bank
79
Deutsche Bank
Germany
$2.96M -$199K -5,703 -7%
WPW
80
Waldron Private Wealth
Pennsylvania
$2.94M +$3.04K +87 +0.1%
LPL Financial
81
LPL Financial
California
$2.8M +$172K +4,926 +7%
Holocene Advisors
82
Holocene Advisors
New York
$2.73M +$251K +7,184 +11%
State of New Jersey Common Pension Fund D
83
State of New Jersey Common Pension Fund D
New Jersey
$2.73M +$515K +14,727 +24%
NAM
84
NTV Asset Management
West Virginia
$2.54M +$205K +5,872 +9%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$2.45M +$2.03M +58,091 +674%
OAM
86
Oppenheimer Asset Management
New York
$2.37M +$570K +16,310 +33%
Canada Life
87
Canada Life
Manitoba, Canada
$2.31M +$297K +8,507 +16%
ACM
88
AlphaCrest Capital Management
New York
$2.16M +$1.66M +47,345 +392%
Rafferty Asset Management
89
Rafferty Asset Management
New York
$2.06M -$700K -20,036 -26%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$2.06M – – –
HNB
91
Huntington National Bank
Ohio
$2.03M +$43.8K +1,254 +2%
CSS
92
Cubist Systematic Strategies
Connecticut
$2.01M +$1.31M +37,406 +208%
SCA
93
STALEY CAPITAL ADVISERS
Pennsylvania
$1.99M – – –
MLICM
94
Metropolitan Life Insurance Company (MetLife)
New York
$1.97M -$113K -3,242 -6%
T. Rowe Price Associates
95
T. Rowe Price Associates
Maryland
$1.94M +$82.2K +2,352 +5%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$1.86M +$50.6K +1,446 +3%
VOYA Investment Management
97
VOYA Investment Management
Georgia
$1.79M -$15K -428 -0.9%
BTWM
98
Baker Tilly Wealth Management
Wisconsin
$1.72M – – –
Russell Investments Group
99
Russell Investments Group
United Kingdom
$1.7M -$569K -16,275 -26%
Citadel Advisors
100
Citadel Advisors
Florida
$1.69M -$251K -7,191 -13%
2 3
4
5 6

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.