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United Bankshares

266 hedge funds and large institutions have $2.7B invested in United Bankshares in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 86 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

18% more capital invested

Capital invested by funds: $2.29B → $2.7B (+$404M)

4% more funds holding

Funds holding: 256266 (+10)

2.54% more ownership

Funds ownership: 71.29%73.83% (+2.5%)

3% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 89

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
266
Holders Change
+10
Holders Change %
+3.91%
% of All Funds
5.76%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
33
Increased
86
Reduced
89
Closed
21
Calls
$358K
Puts
Net Calls
+$358K
Net Calls Change
+$358K
Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
226
Migdal Insurance & Financial Holdings
Israel
$35K -$6.06K -168 -15%
PCG
227
Private Capital Group
Connecticut
$35K +$5.95K +165 +21%
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$30K +$1.98K +55 +7%
Rockefeller Capital Management
229
Rockefeller Capital Management
New York
$28K +$27.7K +769 New
AssetMark Inc
230
AssetMark Inc
California
$25K
FMT
231
First Mercantile Trust
Tennessee
$24K
DBT
232
Dubuque Bank & Trust
Iowa
$23K
IDBONY
233
Israel Discount Bank of New York
New York
$20K
BWA
234
Burt Wealth Advisors
Maryland
$18K -$30.6K -849 -63%
AOWM
235
Alpha Omega Wealth Management
Virginia
$18K
GWS
236
Glassman Wealth Services
Virginia
$17K
CAM
237
Cresset Asset Management
Illinois
$15K +$4.87K +135 +48%
LWM
238
Liberty Wealth Management
California
$14K +$108 +3 +0.7%
VCM
239
Versant Capital Management
Arizona
$13K
AIL
240
AGF Investments LLC
Ontario, Canada
$9K
DOA
241
D'Orazio & Associates
Virginia
$8K
SCM
242
Shelton Capital Management
Colorado
$7.42K -$258K -7,153 -96%
CG
243
Cutler Group
California
$7K +$7.21K +200 New
FCA
244
FinTrust Capital Advisors
South Carolina
$6K -$2.42K -67 -26%
AIS
245
Accurate Investment Solutions
Pennsylvania
$6K
GAM
246
Gemmer Asset Management
California
$6K
MIM
247
Macroview Investment Management
Maryland
$5K
RIA
248
Realta Investment Advisors
Delaware
$5K +$4.58K +127 New
LC
249
Lindbrook Capital
California
$4K
QCG
250
Quadrant Capital Group
Ohio
$4K

UBSI Hedge Fund Activity: Q1 2019 in Review

266 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q1 2019, worth a combined $2.7B — up 18% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new UBSI positions and 21 closed out — a net gain of 12 holders — while 86 added to existing stakes and 89 trimmed.

The largest buyer was Invesco, adding an estimated $25.7M. The largest seller was Homestead Advisers, cutting an estimated $16.2M.

  • 266 institutional investors held United Bankshares (UBSI) as of Q1 2019, up from 256 in Q4 2018.
  • Funds reported $2.7B of United Bankshares stock for Q1 2019, up 18% quarter-over-quarter.
  • 33 funds opened new United Bankshares positions in Q1 2019 and 21 closed out, a net change of +12 holders.
  • The largest United Bankshares buyer in Q1 2019 was Invesco, an estimated $25.7M added.
  • The largest United Bankshares seller in Q1 2019 was Homestead Advisers, an estimated $16.2M sold.

Based on aggregated 13F filings for Q1 2019.