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United Bankshares

281 hedge funds and large institutions have $2.78B invested in United Bankshares in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 87 increasing their positions, 91 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 20

6% more funds holding

Funds holding: 265281 (+16)

3% more capital invested

Capital invested by funds: $2.71B → $2.78B (+$77.8M)

0.8% more ownership

Funds ownership: 70.06%70.86% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 91

Holders
281
Holders Change
+16
Holders Change %
+6.04%
% of All Funds
5.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
45
Increased
87
Reduced
91
Closed
20
Calls
$2.24M
Puts
Net Calls
+$2.24M
Net Calls Change
+$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
226
Bartlett & Co Wealth Management
Ohio
$62.4K
PCM
227
Pinz Capital Management
New York
$50K +$50.1K +1,300 New
Toronto Dominion Bank
228
Toronto Dominion Bank
Ontario, Canada
$42K +$8.87K +230 +27%
IA
229
IFP Advisors
Florida
$40K -$58.8K -1,526 -59%
SFS
230
Sowell Financial Services
Arkansas
$40K -$5.67K -147 -12%
PCM
231
Prelude Capital Management
New York
$40K +$40K +1,037 New
GT
232
Glenmede Trust
Pennsylvania
$38K
FBT
233
First Bank & Trust
South Dakota
$38K +$27K +700 +241%
ClearBridge Investments
234
ClearBridge Investments
New York
$34K +$270 +7 +0.8%
EP
235
Eudaimonia Partners
Tennessee
$34K +$33.6K +872 New
BL
236
Balentine LLC
Georgia
$34K +$33.8K +877 New
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$32K +$1.74K +45 +6%
AP
238
Americana Partners
Texas
$31K +$31.5K +817 New
PI
239
PineBridge Investments
New York
$30K +$5.01K +130 +20%
PCG
240
Private Capital Group
Connecticut
$28K -$8.29K -215 -23%
AssetMark Inc
241
AssetMark Inc
California
$27K
FL
242
Fort LP
Maryland
$26K +$25.6K +665 New
EW
243
Evoke Wealth
California
$25.8K
FMT
244
First Mercantile Trust
Tennessee
$22K +$1.35K +35 +7%
GWS
245
Glassman Wealth Services
Virginia
$18K -$77 -2 -0.4%
Rockefeller Capital Management
246
Rockefeller Capital Management
New York
$18K
OPS
247
Orion Portfolio Solutions
Nebraska
$18K +$18K +466 New
OSAM
248
O'Shaughnessy Asset Management
Connecticut
$18K +$18.1K +470 New
AW
249
Alpha Windward
Massachusetts
$17K +$16.5K +428 New
LWM
250
Liberty Wealth Management
California
$16K +$116 +3 +0.8%

UBSI Hedge Fund Activity: Q4 2019 in Review

281 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q4 2019, worth a combined $2.78B — up 2.9% from $2.71B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new UBSI positions and 20 closed out — a net gain of 25 holders — while 87 added to existing stakes and 91 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $19.3M. The largest seller was State Street, cutting an estimated $15.6M.

  • 281 institutional investors held United Bankshares (UBSI) as of Q4 2019, up from 265 in Q3 2019.
  • Funds reported $2.78B of United Bankshares stock for Q4 2019, up 2.9% quarter-over-quarter.
  • 45 funds opened new United Bankshares positions in Q4 2019 and 20 closed out, a net change of +25 holders.
  • The largest United Bankshares buyer in Q4 2019 was Millennium Management, an estimated $19.3M added.
  • The largest United Bankshares seller in Q4 2019 was State Street, an estimated $15.6M sold.

Based on aggregated 13F filings for Q4 2019.