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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
BlackRock
1
BlackRock
New York
$625M -$23.6M -674,430 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$457M -$4.3M -122,990 -1%
State Street
3
State Street
Massachusetts
$437M +$16.6M +475,718 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$225M -$489K -13,987 -0.2%
EARNEST Partners
5
EARNEST Partners
Georgia
$127M +$8.31M +237,769 +7%
SAM
6
Silvercrest Asset Management
New York
$127M +$7.09M +202,900 +6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$80.2M -$3.44M -98,299 -4%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$78.1M -$3.31M -94,604 -4%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$68.1M -$1.72M -49,133 -3%
Northern Trust
10
Northern Trust
Illinois
$65.1M -$1.1M -31,533 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$64.7M -$452K -12,930 -0.7%
Charles Schwab
12
Charles Schwab
California
$40.2M -$1.76M -50,334 -4%
Norges Bank
13
Norges Bank
Norway
$35.9M -$197K -5,647 -0.6%
VNIM
14
Vaughan Nelson Investment Management
Texas
$33.3M +$32M +914,115 New
Invesco
15
Invesco
Georgia
$31.8M +$2.43M +69,481 +9%
ProShare Advisors
16
ProShare Advisors
Maryland
$31.7M +$2.03M +58,053 +7%
Goldman Sachs
17
Goldman Sachs
New York
$31.7M +$1.85M +52,980 +6%
UBV
18
United Bank (Virginia)
Virginia
$30.1M +$141K +4,043 +0.5%
Bank of America
19
Bank of America
North Carolina
$28.8M +$6.72M +192,349 +32%
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$25M -$710K -20,301 -3%
BNP Paribas Asset Management
21
BNP Paribas Asset Management
France
$17.7M -$285K -8,146 -2%
N
22
Nuveen
North Carolina
$17.1M -$824K -23,562 -4%
Principal Financial Group
23
Principal Financial Group
Iowa
$16.3M -$809K -23,130 -5%
TCM
24
Tributary Capital Management
Nebraska
$15.6M -$234K -6,697 -2%
M&T Bank
25
M&T Bank
New York
$15.2M +$55.2K +1,580 +0.4%

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.