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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
Commonwealth Equity Services
126
Commonwealth Equity Services
Massachusetts
$1.07M -$449K -12,852 -30%
NMERB
127
New Mexico Educational Retirement Board
New Mexico
$971K – – –
Federated Hermes
128
Federated Hermes
Pennsylvania
$913K +$193K +5,525 +28%
Mirae Asset Global Investments
129
Mirae Asset Global Investments
South Korea
$897K +$54.4K +1,556 +7%
Handelsbanken Fonder
130
Handelsbanken Fonder
Sweden
$882K – – –
Cambridge Investment Research Advisors
131
Cambridge Investment Research Advisors
Iowa
$852K +$31K +886 +4%
Citigroup
132
Citigroup
New York
$850K -$1.54M -43,995 -65%
Axa
133
Axa
France
$848K +$339K +9,700 +71%
OQS
134
Occudo Quantitative Strategies
Florida
$816K +$784K +22,436 New
Millennium Management
135
Millennium Management
New York
$808K -$1.28M -36,500 -62%
US Bancorp
136
US Bancorp
Minnesota
$802K +$3.78K +108 +0.5%
CC
137
Centiva Capital
New York
$791K +$759K +21,718 New
NMIMC
138
Northwestern Mutual Investment Management Company
Wisconsin
$776K -$35K -1,002 -4%
Teacher Retirement System of Texas
139
Teacher Retirement System of Texas
Texas
$758K +$132K +3,774 +22%
RMC
140
Resources Management Corp
Connecticut
$746K – – –
ACA
141
Anchor Capital Advisors
Massachusetts
$728K +$6.54K +187 +0.9%
SOADOR
142
State of Alaska Department of Revenue
Alaska
$721K -$35.9K -1,028 -5%
VAM
143
Verity Asset Management
North Carolina
$720K +$76.2K +2,179 +12%
SF
144
Synovus Financial
Georgia
$705K +$8.91K +255 +1%
X
145
Xponance
Pennsylvania
$697K -$54.3K -1,553 -7%
ECM
146
ExodusPoint Capital Management
New York
$695K +$668K +19,096 New
TRSOTSOK
147
Teachers Retirement System of the State of Kentucky
Kentucky
$682K – – –
EGM
148
Engineers Gate Manager
New York
$668K +$642K +18,372 New
MAFM
149
Mid Atlantic Financial Management
Pennsylvania
$666K +$10.4K +297 +2%
VI
150
Versor Investments
New York
$646K +$313K +8,957 +102%
4 5
6
7 8

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.