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United Bankshares
UBSI

Overview Fund Activity

279 hedge funds and large institutions have $3.15B invested in United Bankshares in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 101 increasing their positions, 88 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+1
Holders Change %
+0.36%
% 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
27
Increased
101
Reduced
88
Closed
25
Calls
$2.08M
Puts
$1.14M
Net Calls
+$945K
Net Calls Change
-$1.15M

Top Buyers

1
SAM
1
Silvercrest Asset Management
New York
$120M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$119M
3
State Street
3
State Street
Massachusetts
$421M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$463M
5
Morgan Stanley
5
Morgan Stanley
New York
$20.6M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.96M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$11.4M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$81.9M
4
BlackRock
4
BlackRock
New York
$652M
5
RCMC
5
RK Capital Management (Colorado)
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
201
Lido Advisors
California
$254K -$2.47K -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 +$18.9K +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 +$13.4K +367 +7%
CA
209
Cetera Advisors
Colorado
$205K +$3.72K +102 +2%
GWM
210
Geneos Wealth Management
Colorado
$197K -$49.5K -1,356 -20%
VRM
211
Vectors Research Management
New York
$187K – – –
HIA
212
Harbor Investment Advisory
Maryland
$148K +$148K +4,050 New
Ohio Public Employees Retirement System (OPERS)
213
Ohio Public Employees Retirement System (OPERS)
Ohio
$138K +$7.82K +214 +6%
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
$133K +$8.47K +233 +7%
CI Investments Inc
215
CI Investments Inc
Ontario, Canada
$130K +$49.6K +1,353 +62%
FCFS
216
First Command Financial Services
Texas
$129K – – –
FCB
217
First Command Bank
Texas
$129K – – –
PHK
218
Point72 Hong Kong
Hong Kong
$129K +$129K +3,541 New
Macquarie Group
219
Macquarie Group
Australia
$119K -$15.5K -427 -12%
Barrow, Hanley, Mewhinney & Strauss
220
Barrow, Hanley, Mewhinney & Strauss
Texas
$99K -$41.3K -1,127 -29%
FBT
221
First Bank & Trust
South Dakota
$95K +$11.5K +313 +14%
HWMA
222
Heritage Wealth Management (Arizona)
Arizona
$88K +$88K +2,413 New
AIM
223
Anchor Investment Management
South Carolina
$73K – – –
BU
224
BBVA USA
Alabama
$69K +$69K +1,887 New
BCWM
225
Bartlett & Co Wealth Management
Ohio
$59K – – –
7 8
9
10 11