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United Bankshares

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: 278280 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
151
Banc Funds Company
Illinois
$588K -$1.73M -43,900 -73%
SSWM
152
Sheets Smith Wealth Management
North Carolina
$574K
SWM
153
Spire Wealth Management
Virginia
$559K +$75.4K +1,919 +14%
BAM
154
Blueshift Asset Management
New Jersey
$554K +$596K +15,178 New
SIG
155
Sargent Investment Group
Maryland
$540K -$499K -12,700 -46%
PFS
156
Prospera Financial Services
Texas
$537K -$14.5K -370 -2%
Public Employees Retirement Association of Colorado
157
Public Employees Retirement Association of Colorado
Colorado
$526K
PP
158
Palladium Partners
Virginia
$513K
Allianz Asset Management
159
Allianz Asset Management
Germany
$506K -$54.1K -1,377 -9%
Los Angeles Capital Management
160
Los Angeles Capital Management
California
$503K
Axa
161
Axa
France
$496K +$534K +13,600 New
CHC
162
City Holding Co
West Virginia
$485K
FPCG
163
Fort Pitt Capital Group
Pennsylvania
$483K +$520K +13,220 New
JCM
164
Janney Capital Management
Pennsylvania
$473K
Mitsubishi UFJ Trust & Banking
165
Mitsubishi UFJ Trust & Banking
Japan
$466K -$28.7K -730 -6%
SAM
166
Securian Asset Management
Minnesota
$450K +$6.25K +159 +1%
ACM
167
AlphaCrest Capital Management
New York
$441K -$377K -9,586 -44%
TFA
168
Toth Financial Advisory
Virginia
$428K
SO
169
STRS Ohio
Ohio
$427K -$15.7K -400 -3%
Two Sigma Investments
170
Two Sigma Investments
New York
$418K +$450K +11,449 New
CFG
171
Citizens Financial Group
Rhode Island
$403K
NGA
172
Naples Global Advisors
Florida
$400K
P
173
Pitcairn
Pennsylvania
$391K -$16.2K -413 -4%
SSB
174
Sandy Spring Bank
Maryland
$388K
BMWM
175
Brown Miller Wealth Management
Virginia
$383K -$132K -3,359 -24%

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.