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United Bankshares
UBSI

Overview Fund Activity

300 hedge funds and large institutions have $3.25B invested in United Bankshares in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 108 increasing their positions, 84 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+7
Holders Change %
+2.39%
% of All Funds
4.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
46
Increased
108
Reduced
84
Closed
33
Calls
$998K
Puts
$1.27M
Net Calls
-$268K
Net Calls Change
-$1.12M

Top Buyers

1
BlackRock
BlackRock
New York
$667M
2
Vanguard Group
Vanguard Group
Pennsylvania
$467M
3
AllianceBernstein
AllianceBernstein
Tennessee
$21.4M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$9.24M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$88.3M

Top Sellers

1
State Street
State Street
Massachusetts
$417M
2
RJA
Raymond James & Associates
Florida
$2.72M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$70M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.33M
5
EARNEST Partners
EARNEST Partners
Georgia
$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
201
D.A. Davidson & Co
Montana
$317K +$317K +8,728 New
TA
202
Teton Advisors
New York
$316K – – –
Stifel Financial
203
Stifel Financial
Missouri
$315K -$3.48K -96 -1%
OTPPB
204
Ontario Teachers' Pension Plan Board
Ontario, Canada
$315K +$53.8K +1,482 +21%
PBO
205
Peoples Bank (Ohio)
Ohio
$307K -$726 -20 -0.2%
DWM
206
Doyle Wealth Management
Florida
$307K – – –
DHGWA
207
Dixon Hughes Goodman Wealth Advisors
North Carolina
$307K +$307K +8,461 New
Franklin Resources
208
Franklin Resources
California
$305K – – –
PAMS
209
Pictet Asset Management (Switzerland)
Switzerland
$302K – – –
Rockefeller Capital Management
210
Rockefeller Capital Management
New York
$296K +$163K +4,502 +123%
BAM
211
Belpointe Asset Management
Nevada
$290K – – –
Chevy Chase Trust
212
Chevy Chase Trust
Maryland
$282K – – –
Man Group
213
Man Group
United Kingdom
$282K +$2.32K +64 +0.8%
CAN
214
Cetera Advisor Networks
California
$267K +$267K +7,367 New
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$261K +$58.1K +1,604 +29%
LWA
216
Lenox Wealth Advisors
New York
$250K – – –
SAM
217
Shell Asset Management
Netherlands
$250K +$1.27K +35 +0.5%
Lido Advisors
218
Lido Advisors
California
$249K -$1.63K -45 -0.7%
II
219
Inspire Investing
Idaho
$247K -$4.13K -114 -2%
CCM
220
Coldstream Capital Management
Washington
$245K +$245K +6,759 New
Mackenzie Financial
221
Mackenzie Financial
Ontario, Canada
$243K -$26.6K -734 -10%
GLLW
222
Graves Light Lenhart Wealth
Virginia
$243K +$2.25K +62 +0.9%
SCM
223
Shelton Capital Management
Colorado
$241K – – –
CSPIA
224
Cary Street Partners Investment Advisory
Virginia
$234K +$234K +6,447 New
EWM
225
Evermay Wealth Management
Virginia
$233K -$2.18K -60 -0.9%
7 8
9
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