We are live on ! Find out more
UBSI icon

United Bankshares

278 hedge funds and large institutions have $3.24B invested in United Bankshares in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 114 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $3.05M | Put options by funds: $953K

32% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 25

21% more capital invested

Capital invested by funds: $2.68B → $3.24B (+$562M)

3% more funds holding

Funds holding: 271278 (+7)

1.41% more ownership

Funds ownership: 63.92%65.33% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

38% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 114

Holders
278
Holders Change
+7
Holders Change %
+2.58%
% of All Funds
4.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
71
Reduced
114
Closed
25
Calls
$3.05M
Puts
$953K
Net Calls
+$2.1M
Net Calls Change
+$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
OPERF
101
Oregon Public Employees Retirement Fund
Oregon
$1.66M
PFM
102
Premier Fund Managers
United Kingdom
$1.52M
OAM
103
Oppenheimer Asset Management
New York
$1.49M +$39.4K +1,073 +3%
ASRS
104
Arizona State Retirement System
Arizona
$1.46M +$5.28K +144 +0.4%
UCFA
105
United Capital Financial Advisors
Texas
$1.44M -$41.3K -1,125 -3%
CSS
106
Cubist Systematic Strategies
Connecticut
$1.44M +$1.37M +37,287 New
HNB
107
Huntington National Bank
Ohio
$1.35M -$47.7K -1,300 -4%
KWM
108
Kingsview Wealth Management
Oregon
$1.34M +$126K +3,430 +11%
JC
109
JCSD Capital
California
$1.31M
SNT
110
Security National Trust
West Virginia
$1.29M -$207K -5,650 -14%
LSERS
111
Louisiana State Employees Retirement System
Louisiana
$1.29M +$40.3K +1,100 +3%
SCA
112
Snowden Capital Advisors
New York
$1.29M +$3.48K +95 +0.3%
MCWS
113
McKinley Carter Wealth Services
West Virginia
$1.28M +$444K +12,120 +57%
SG Americas Securities
114
SG Americas Securities
New York
$1.25M -$1.95M -53,134 -62%
HF
115
HRT Financial
New York
$1.21M +$1.15M +31,435 New
JCIA
116
Jackson Creek Investment Advisors
Colorado
$1.19M -$33.6K -915 -3%
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$1.18M +$6.57K +179 +0.6%
CNAM
118
Campbell Newman Asset Management
Wisconsin
$1.16M +$489K +13,325 +79%
Assenagon Asset Management
119
Assenagon Asset Management
Luxembourg
$1.15M +$1.09M +29,791 New
CAMG
120
CWA Asset Management Group
Florida
$1.12M
RJFSA
121
Raymond James Financial Services Advisors
Florida
$1.08M +$89.2K +2,431 +10%
SIG
122
Sargent Investment Group
Maryland
$1.06M -$117K -3,200 -10%
Osaic Holdings
123
Osaic Holdings
Arizona
$1.02M +$31.9K +871 +3%
WAP
124
Wealthcare Advisory Partners
Pennsylvania
$989K -$62.3K -1,700 -6%
Federated Hermes
125
Federated Hermes
Pennsylvania
$981K -$66.9K -1,825 -7%

UBSI Hedge Fund Activity: Q1 2021 in Review

278 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q1 2021, worth a combined $3.24B — up 21% from $2.68B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new UBSI positions and 25 closed out — a net gain of 8 holders — while 71 added to existing stakes and 114 trimmed.

The largest buyer was State Street, adding an estimated $54.7M. The largest seller was Millennium Management, cutting an estimated $36.1M.

  • 278 institutional investors held United Bankshares (UBSI) as of Q1 2021, up from 271 in Q4 2020.
  • Funds reported $3.24B of United Bankshares stock for Q1 2021, up 21% quarter-over-quarter.
  • 33 funds opened new United Bankshares positions in Q1 2021 and 25 closed out, a net change of +8 holders.
  • The largest United Bankshares buyer in Q1 2021 was State Street, an estimated $54.7M added.
  • The largest United Bankshares seller in Q1 2021 was Millennium Management, an estimated $36.1M sold.

Based on aggregated 13F filings for Q1 2021.