We are live on ! Find out more
UBSI icon

United Bankshares

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

220% more call options, than puts

Call options by funds: $3.05M | Put options by funds: $953K

32% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 25

21% more capital invested

Capital invested by funds: $2.68B → $3.24B (+$562M)

3% more funds holding

Funds holding: 271278 (+7)

1.41% more ownership

Funds ownership: 63.92%65.33% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

38% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 114

Holders
278
Holders Change
+7
Holders Change %
+2.58%
% of All Funds
4.88%
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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$697M +$53.2M +1,450,593 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$477M +$12.2M +331,775 +3%
State Street
3
State Street
Massachusetts
$419M +$54.7M +1,492,166 +16%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$239M +$30.5K +831 +0%
EARNEST Partners
5
EARNEST Partners
Georgia
$97.1M +$5.02M +136,845 +6%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$95.2M -$1.78M -48,403 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$85.6M +$8.25M +224,850 +11%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$75.1M +$9.36M +255,241 +15%
Northern Trust
9
Northern Trust
Illinois
$69.3M -$1.25M -34,145 -2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$68.6M -$1.26M -34,384 -2%
SAM
11
Silvercrest Asset Management
New York
$62.3M +$3.74M +101,844 +7%
Charles Schwab
12
Charles Schwab
California
$42.4M +$857K +23,357 +2%
Norges Bank
13
Norges Bank
Norway
$38.7M -$9.46M -258,004 -20%
UBV
14
United Bank (Virginia)
Virginia
$32.5M -$6.16M -168,028 -17%
ProShare Advisors
15
ProShare Advisors
Maryland
$31.1M -$4.33M -118,092 -13%
Bank of America
16
Bank of America
North Carolina
$27.5M +$6.12M +166,739 +31%
Goldman Sachs
17
Goldman Sachs
New York
$26.3M +$1.15M +31,257 +5%
Invesco
18
Invesco
Georgia
$24.3M -$523K -14,267 -2%
N
19
Nuveen
North Carolina
$22.6M -$614K -16,744 -3%
JP Morgan Chase
20
JP Morgan Chase
New York
$22.4M -$12.1M -328,574 -36%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$21.7M +$47.7K +1,300 +0.2%
Principal Financial Group
22
Principal Financial Group
Iowa
$21.3M +$2.69M +73,267 +15%
Citadel Advisors
23
Citadel Advisors
Florida
$20.3M -$14.7M -399,981 -43%
BNP Paribas Asset Management
24
BNP Paribas Asset Management
France
$19.1M +$2.74M +74,767 +18%
M&T Bank
25
M&T Bank
New York
$18.9M -$447K -12,178 -2%

UBSI Hedge Fund Activity: Q1 2021 in Review

278 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q1 2021, worth a combined $3.24B — up 21% from $2.68B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new UBSI positions and 25 closed out — a net gain of 8 holders — while 71 added to existing stakes and 114 trimmed.

The largest buyer was State Street, adding an estimated $54.7M. The largest seller was Millennium Management, cutting an estimated $36.1M.

  • 278 institutional investors held United Bankshares (UBSI) as of Q1 2021, up from 271 in Q4 2020.
  • Funds reported $3.24B of United Bankshares stock for Q1 2021, up 21% quarter-over-quarter.
  • 33 funds opened new United Bankshares positions in Q1 2021 and 25 closed out, a net change of +8 holders.
  • The largest United Bankshares buyer in Q1 2021 was State Street, an estimated $54.7M added.
  • The largest United Bankshares seller in Q1 2021 was Millennium Management, an estimated $36.1M sold.

Based on aggregated 13F filings for Q1 2021.