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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
EWM
176
EPG Wealth Management
Georgia
$381K +$56.6K +1,440 +16%
AQR Capital Management
177
AQR Capital Management
Connecticut
$370K -$580K -14,762 -59%
AWA
178
Arkadios Wealth Advisors
Georgia
$364K +$17.1K +435 +5%
COI
179
Connable Office Inc
Michigan
$361K -$102K -2,589 -21%
CGH
180
Crossmark Global Holdings
Texas
$360K -$2.4K -61 -0.6%
BJL
181
Brighton Jones LLC
Washington
$351K
VFA
182
Valeo Financial Advisors
Indiana
$345K
IIC
183
Integrated Investment Consultants
Michigan
$343K +$99.6K +2,534 +37%
Chevy Chase Trust
184
Chevy Chase Trust
Maryland
$329K
AO
185
Advisor OS
Illinois
$323K
VI
186
Versor Investments
New York
$321K +$346K +8,800 New
PBO
187
Peoples Bank (Ohio)
Ohio
$320K -$24.3K -619 -7%
TA
188
Teton Advisors
New York
$318K
CAPTRUST Financial Advisors
189
CAPTRUST Financial Advisors
North Carolina
$317K +$4.44K +113 +1%
AA
190
ALPS Advisors
Colorado
$309K
DWM
191
Doyle Wealth Management
Florida
$309K
DHFB
192
Dixon Hubard Feinour & Brown
Virginia
$308K
PAMU
193
Pictet Asset Management (UK)
United Kingdom
$304K -$58.9K -1,500 -15%
DC
194
Davenport & Co
Virginia
$297K +$196 +5 +0.1%
BAM
195
Belpointe Asset Management
Nevada
$294K +$6.84K +174 +2%
Acadian Asset Management
196
Acadian Asset Management
Massachusetts
$283K +$78.5K +1,998 +35%
HighTower Advisors
197
HighTower Advisors
Illinois
$278K -$432 -11 -0.1%
AAM
198
Aureus Asset Management
Massachusetts
$271K +$291K +7,415 New
Stifel Financial
199
Stifel Financial
Missouri
$266K -$19.4K -494 -6%
SAM
200
Shell Asset Management
Netherlands
$261K -$295K -7,512 -51%

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.