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United Bankshares

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: 280294 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
NAMP
151
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$628K
Victory Capital Management
152
Victory Capital Management
Texas
$620K -$46.7K -1,337 -7%
PP
153
Palladium Partners
Virginia
$607K +$92.3K +2,639 +19%
LNC
154
Lincoln National Corp
Pennsylvania
$606K +$1.5K +43 +0.3%
NHC
155
Nicholas Hoffman & Company
Georgia
$593K
BFC
156
Banc Funds Company
Illinois
$586K
Baird Financial Group
157
Baird Financial Group
Wisconsin
$559K +$311K +8,904 +138%
SWM
158
Spire Wealth Management
Virginia
$557K
CHC
159
City Holding Co
West Virginia
$556K +$69.9K +2,000 +15%
WP
160
WealthShield Partners
North Carolina
$531K -$55.9K -1,600 -10%
PFS
161
Prospera Financial Services
Texas
$528K -$7.38K -211 -1%
SWIG
162
Strategic Wealth Investment Group
Kentucky
$527K +$507K +14,491 New
Allianz Asset Management
163
Allianz Asset Management
Germany
$526K +$21K +602 +4%
Public Employees Retirement Association of Colorado
164
Public Employees Retirement Association of Colorado
Colorado
$525K
SSWM
165
Sheets Smith Wealth Management
North Carolina
$515K -$54.5K -1,558 -10%
Los Angeles Capital Management
166
Los Angeles Capital Management
California
$501K
SIG
167
Sargent Investment Group
Maryland
$500K -$36.5K -1,045 -7%
Zurich Cantonal Bank
168
Zurich Cantonal Bank
Switzerland
$484K +$465K +13,304 New
Pacer Advisors
169
Pacer Advisors
Pennsylvania
$483K -$175K -5,009 -27%
EWM
170
EPG Wealth Management
Georgia
$474K +$90.6K +2,593 +25%
JCM
171
Janney Capital Management
Pennsylvania
$472K
Mitsubishi UFJ Trust & Banking
172
Mitsubishi UFJ Trust & Banking
Japan
$456K
CAMG
173
CWA Asset Management Group
Florida
$450K -$579K -16,548 -57%
COI
174
Connable Office Inc
Michigan
$449K +$85.2K +2,437 +25%
PA
175
Profund Advisors
Maryland
$446K -$356K -10,179 -45%

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.