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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
Lido Advisors
201
Lido Advisors
California
$254K -$2.63K -67 -1%
LWA
202
Lenox Wealth Advisors
New York
$252K
GLLW
203
Graves Light Lenhart Wealth
Virginia
$245K
SCM
204
Shelton Capital Management
Colorado
$242K +$20.3K +517 +8%
EWM
205
Evermay Wealth Management
Virginia
$237K
Baird Financial Group
206
Baird Financial Group
Wisconsin
$235K
ZCA
207
Zeke Capital Advisors
Pennsylvania
$227K
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$217K +$14.4K +367 +7%
CA
209
Cetera Advisors
Colorado
$205K +$4.01K +102 +2%
GWM
210
Geneos Wealth Management
Colorado
$197K -$53.3K -1,356 -20%
VRM
211
Vectors Research Management
New York
$187K
HIA
212
Harbor Investment Advisory
Maryland
$148K +$159K +4,050 New
Ohio Public Employees Retirement System (OPERS)
213
Ohio Public Employees Retirement System (OPERS)
Ohio
$138K +$8.41K +214 +6%
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
$133K +$9.16K +233 +7%
CI Investments Inc
215
CI Investments Inc
Ontario, Canada
$130K +$53.2K +1,353 +62%
FCB
216
First Command Bank
Texas
$129K
FCFS
217
First Command Financial Services
Texas
$129K
PHK
218
Point72 Hong Kong
Hong Kong
$129K +$139K +3,541 New
Macquarie Group
219
Macquarie Group
Australia
$119K -$16.8K -427 -12%
Barrow, Hanley, Mewhinney & Strauss
220
Barrow, Hanley, Mewhinney & Strauss
Texas
$99K -$44.3K -1,127 -29%
FBT
221
First Bank & Trust
South Dakota
$95K +$12.3K +313 +14%
HWMA
222
Heritage Wealth Management (Arizona)
Arizona
$88K +$94.8K +2,413 New
AIM
223
Anchor Investment Management
South Carolina
$73K
BU
224
BBVA USA
Alabama
$69K +$74.2K +1,887 New
BCWM
225
Bartlett & Co Wealth Management
Ohio
$59K

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.