We are live on ! Find out more
UBSI icon

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
Wellington Management Group
201
Wellington Management Group
Massachusetts
$299K +$287K +8,219 New
BAM
202
Belpointe Asset Management
Nevada
$291K -$2.59K -74 -0.9%
Chevy Chase Trust
203
Chevy Chase Trust
Maryland
$283K -$42.9K -1,228 -14%
Man Group
204
Man Group
United Kingdom
$280K -$912K -26,076 -77%
Mackenzie Financial
205
Mackenzie Financial
Ontario, Canada
$270K +$260K +7,435 New
OTPPB
206
Ontario Teachers' Pension Plan Board
Ontario, Canada
$262K +$251K +7,190 New
II
207
Inspire Investing
Idaho
$252K -$360K -10,296 -60%
LWA
208
Lenox Wealth Advisors
New York
$251K
Lido Advisors
209
Lido Advisors
California
$251K +$559 +16 +0.2%
SAM
210
Shell Asset Management
Netherlands
$249K -$10.5K -300 -4%
GLLW
211
Graves Light Lenhart Wealth
Virginia
$241K -$2.34K -67 -1%
SCM
212
Shelton Capital Management
Colorado
$241K
EWM
213
Evermay Wealth Management
Virginia
$236K
CA
214
Cetera Advisors
Colorado
$236K +$30.3K +866 +15%
ACA
215
Aptus Capital Advisors
Alabama
$230K +$219K +6,273 New
TRCT
216
Tower Research Capital (TRC)
New York
$228K -$749K -21,420 -77%
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$204K -$12.5K -357 -6%
KA
218
Klingman & Associates
New York
$203K +$195K +5,587 New
ZCA
219
Zeke Capital Advisors
Pennsylvania
$201K -$24.1K -688 -11%
GWM
220
Geneos Wealth Management
Colorado
$190K -$7.62K -218 -4%
VRM
221
Vectors Research Management
New York
$186K
HIA
222
Harbor Investment Advisory
Maryland
$147K
Ohio Public Employees Retirement System (OPERS)
223
Ohio Public Employees Retirement System (OPERS)
Ohio
$145K +$7.03K +201 +5%
CI Investments Inc
224
CI Investments Inc
Ontario, Canada
$135K +$5.84K +167 +5%
Rockefeller Capital Management
225
Rockefeller Capital Management
New York
$133K +$70 +2 +0.1%

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.