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United Bankshares

265 hedge funds and large institutions have $2.71B invested in United Bankshares in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 89 increasing their positions, 94 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $2.69B → $2.71B (+$17.4M)

0.85% less ownership

Funds ownership: 70.91%70.06% (-0.85%)

5% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 94

2% less funds holding

Funds holding: 271265 (-6)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
265
Holders Change
-6
Holders Change %
-2.21%
% of All Funds
5.81%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
23
Increased
89
Reduced
94
Closed
28
Calls
$598K
Puts
Net Calls
+$598K
Net Calls Change
+$91K
Name Holding Trade Value Shares
Change
Change in
Stake
Toronto Dominion Bank
226
Toronto Dominion Bank
Ontario, Canada
$32K -$52.3K -1,412 -62%
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$30K +$185 +5 +0.6%
AssetMark Inc
228
AssetMark Inc
California
$26K
EW
229
Evoke Wealth
California
$25.3K +$24.5K +662 New
PI
230
PineBridge Investments
New York
$25K +$407 +11 +2%
FMT
231
First Mercantile Trust
Tennessee
$20K +$889 +24 +5%
MIFH
232
Migdal Insurance & Financial Holdings
Israel
$18K -$8.52K -230 -32%
GWS
233
Glassman Wealth Services
Virginia
$18K
Rockefeller Capital Management
234
Rockefeller Capital Management
New York
$18K +$1.81K +49 +12%
LWM
235
Liberty Wealth Management
California
$15K -$482 -13 -3%
PAM
236
Panagora Asset Management
Massachusetts
$13K -$89.5K -2,416 -87%
TAIM
237
TD Ameritrade Investment Management
Nebraska
$13K +$13.2K +355 New
CIA
238
CSat Investment Advisory
Michigan
$11K +$2.22K +60 +25%
FBT
239
First Bank & Trust
South Dakota
$11K +$2.22K +60 +26%
SB
240
Strategic Blueprint
Georgia
$11K +$10.4K +282 New
LC
241
Lindbrook Capital
California
$10K +$5.96K +161 +145%
DOA
242
D'Orazio & Associates
Virginia
$9K
CAW
243
Cornerstone Advisors (Washington)
Washington
$9K +$7.56K +204 +729%
GAM
244
Gemmer Asset Management
California
$7K -$111 -3 -2%
AIS
245
Accurate Investment Solutions
Pennsylvania
$7K
CFG
246
Citizens Financial Group
Rhode Island
$6K
MIM
247
Macroview Investment Management
Maryland
$6K
AIL
248
AGF Investments LLC
Ontario, Canada
$5K -$4.41K -119 -50%
VCM
249
Versant Capital Management
Arizona
$5K -$815 -22 -13%
RIA
250
Realta Investment Advisors
Delaware
$5K

UBSI Hedge Fund Activity: Q3 2019 in Review

265 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q3 2019, worth a combined $2.71B — up 0.65% from $2.69B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of UBSI and 23 opened new positions — a net loss of 5 holders — while 94 trimmed existing stakes and 89 added.

The largest buyer was Norges Bank, adding an estimated $11.6M. The largest seller was State Street, cutting an estimated $17.5M.

  • 265 institutional investors held United Bankshares (UBSI) as of Q3 2019, down from 271 in Q2 2019.
  • Funds reported $2.71B of United Bankshares stock for Q3 2019, up 0.65% quarter-over-quarter.
  • 23 funds opened new United Bankshares positions in Q3 2019 and 28 closed out, a net change of -5 holders.
  • The largest United Bankshares buyer in Q3 2019 was Norges Bank, an estimated $11.6M added.
  • The largest United Bankshares seller in Q3 2019 was State Street, an estimated $17.5M sold.

Based on aggregated 13F filings for Q3 2019.