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United Bankshares
UBSI

Overview Fund Activity

278 hedge funds and large institutions have $3.24B invested in United Bankshares in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 114 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+7
Holders Change %
+2.58%
% of All Funds
4.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
71
Reduced
114
Closed
25
Calls
$3.05M
Puts
$953K
Net Calls
+$2.1M
Net Calls Change
+$2.45M

Top Buyers

1
State Street
1
State Street
Massachusetts
$419M
2
BlackRock
2
BlackRock
New York
$697M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$477M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$75.1M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$85.6M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$7.32M
2
Citadel Advisors
2
Citadel Advisors
Florida
$20.3M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$22.4M
4
Norges Bank
4
Norges Bank
Norway
$38.7M
5
UBV
5
United Bank (Virginia)
Virginia
$32.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
201
Lido Advisors
California
$271K -$27.9K -718 -9%
LWA
202
Lenox Wealth Advisors
New York
$266K – – –
GWM
203
Geneos Wealth Management
Colorado
$265K -$4.12K -105 -2%
IIC
204
Integrated Investment Consultants
Michigan
$265K +$14.2K +369 +6%
ECM
205
ExodusPoint Capital Management
New York
$261K +$261K +6,763 New
GLLW
206
Graves Light Lenhart Wealth
Virginia
$259K – – –
EWM
207
Evermay Wealth Management
Virginia
$250K -$270 -7 -0.1%
SFS
208
Sowell Financial Services
Arkansas
$250K +$238K +5,861 +1,954%
Baird Financial Group
209
Baird Financial Group
Wisconsin
$249K – – –
BTWM
210
Baker Tilly Wealth Management
Wisconsin
$248K +$248K +6,433 New
ZCA
211
Zeke Capital Advisors
Pennsylvania
$240K – – –
SCM
212
Shelton Capital Management
Colorado
$236K +$236K +6,117 New
Acadian Asset Management
213
Acadian Asset Management
Massachusetts
$222K -$87.5K -2,268 -28%
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$216K +$232 +6 +0.1%
CA
215
Cetera Advisors
Colorado
$213K +$213K +5,526 New
DTL
216
Dynamic Technology Lab
Singapore
$211K +$211K +5,481 New
TWM
217
Tolleson Wealth Management
Texas
$207K +$207K +5,327 New
LIA
218
LS Investment Advisors
Michigan
$203K -$52.2K -1,354 -20%
VRM
219
Vectors Research Management
New York
$197K – – –
Barrow, Hanley, Mewhinney & Strauss
220
Barrow, Hanley, Mewhinney & Strauss
Texas
$148K +$116K +2,993 +358%
Macquarie Group
221
Macquarie Group
Australia
$143K -$42.7K -1,104 -23%
Ohio Public Employees Retirement System (OPERS)
222
Ohio Public Employees Retirement System (OPERS)
Ohio
$137K +$5.5K +143 +4%
FCFS
223
First Command Financial Services
Texas
$136K – – –
FCB
224
First Command Bank
Texas
$136K – – –
Rockefeller Capital Management
225
Rockefeller Capital Management
New York
$131K +$104K +2,726 +389%
7 8
9
10 11