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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
BlackRock
1
BlackRock
New York
$652M -$8.76M -222,797 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$463M +$12.4M +315,165 +3%
State Street
3
State Street
Massachusetts
$421M +$25.8M +656,694 +6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$227M +$1.04M +26,411 +0.4%
SAM
5
Silvercrest Asset Management
New York
$120M +$65.3M +1,660,650 +103%
EARNEST Partners
6
EARNEST Partners
Georgia
$119M +$29.3M +746,470 +30%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$84.1M +$3.35M +85,296 +4%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$81.9M -$8.81M -224,103 -9%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$70.1M -$995K -25,319 -1%
Northern Trust
10
Northern Trust
Illinois
$66.4M +$982K +24,991 +1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$65.4M +$613K +15,607 +0.9%
Charles Schwab
12
Charles Schwab
California
$42.1M +$2.15M +54,829 +5%
Norges Bank
13
Norges Bank
Norway
$36.2M -$437K -11,130 -1%
UBV
14
United Bank (Virginia)
Virginia
$30.1M -$729K -18,544 -2%
Goldman Sachs
15
Goldman Sachs
New York
$29.9M +$5.42M +137,859 +20%
ProShare Advisors
16
ProShare Advisors
Maryland
$29.7M +$317K +8,070 +1%
Invesco
17
Invesco
Georgia
$29.3M +$6.81M +173,335 +28%
New York State Common Retirement Fund
18
New York State Common Retirement Fund
New York
$25.9M +$5.73M +145,858 +26%
Bank of America
19
Bank of America
North Carolina
$21.9M -$4.43M -112,787 -16%
Morgan Stanley
20
Morgan Stanley
New York
$20.6M +$8.14M +207,136 +58%
N
21
Nuveen
North Carolina
$19.7M -$1.81M -45,947 -8%
BNP Paribas Asset Management
22
BNP Paribas Asset Management
France
$18.1M +$5.97K +152 +0%
Principal Financial Group
23
Principal Financial Group
Iowa
$17.2M -$3.26M -83,067 -15%
TCM
24
Tributary Capital Management
Nebraska
$15.9M -$562K -14,301 -3%
M&T Bank
25
M&T Bank
New York
$15.1M -$2.93M -74,604 -15%

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.