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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
Susquehanna International Group
176
Susquehanna International Group
Pennsylvania
$441K -$1.4M -40,148 -77%
TFA
177
Toth Financial Advisory
Virginia
$427K
SAM
178
Securian Asset Management
Minnesota
$422K -$26K -743 -6%
CFG
179
Citizens Financial Group
Rhode Island
$402K
SO
180
STRS Ohio
Ohio
$400K -$24.5K -700 -6%
P
181
Pitcairn
Pennsylvania
$393K +$2.8K +80 +0.7%
SSB
182
Sandy Spring Bank
Maryland
$387K
BMWM
183
Brown Miller Wealth Management
Virginia
$386K +$3.5K +100 +1%
NGA
184
Naples Global Advisors
Florida
$377K -$21K -600 -5%
BAM
185
Blueshift Asset Management
New Jersey
$374K -$171K -4,905 -32%
WANY
186
Wealthspire Advisors (New York)
New York
$368K -$2.46M -70,288 -87%
CGH
187
Crossmark Global Holdings
Texas
$359K
BJL
188
Brighton Jones LLC
Washington
$353K +$3.15K +90 +0.9%
IIC
189
Integrated Investment Consultants
Michigan
$346K +$3.32K +95 +1%
VFA
190
Valeo Financial Advisors
Indiana
$328K -$14.8K -423 -4%
AO
191
Advisor OS
Illinois
$322K
Stifel Financial
192
Stifel Financial
Missouri
$319K +$51.7K +1,479 +20%
QC
193
Quadrature Capital
United Kingdom
$319K +$307K +8,769 New
TA
194
Teton Advisors
New York
$317K
HighTower Advisors
195
HighTower Advisors
Illinois
$312K +$34.7K +992 +13%
PBO
196
Peoples Bank (Ohio)
Ohio
$309K -$10.1K -288 -3%
DWM
197
Doyle Wealth Management
Florida
$308K
Franklin Resources
198
Franklin Resources
California
$306K +$294K +8,407 New
DC
199
Davenport & Co
Virginia
$305K +$8.32K +238 +3%
PAMS
200
Pictet Asset Management (Switzerland)
Switzerland
$303K +$291K +8,330 New

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.