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United Bankshares

242 hedge funds and large institutions have $1.66B invested in United Bankshares in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 84 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,839% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $72K

0.38% less ownership

Funds ownership: 70.86%70.48% (-0.38%)

14% less funds holding

Funds holding: 281242 (-39)

14% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 84

41% less capital invested

Capital invested by funds: $2.78B → $1.66B (-$1.13B)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

52% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 71

Holders
242
Holders Change
-39
Holders Change %
-13.88%
% of All Funds
5.33%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
72
Reduced
84
Closed
71
Calls
$1.4M
Puts
$72K
Net Calls
+$1.32M
Net Calls Change
-$918K
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
226
TCI Wealth Advisors
Arizona
$3K +$4.18K +133 New
BWL
227
Bogart Wealth LLC
Virginia
$2K
PFSC
228
Peoples Financial Services Corp
Pennsylvania
$2K
SL
229
Savior LLC
Massachusetts
$2K
RWA
230
Ropes Wealth Advisors
Massachusetts
$2K +$2.54K +81 New
HIA
231
Harbor Investment Advisory
Maryland
$2K +$3.14K +100 New
LC
232
Lindbrook Capital
California
$1K -$7.03K -224 -82%
GAM
233
Gemmer Asset Management
California
$1K -$4.3K -137 -78%
CCA
234
Column Capital Advisors
Indiana
$1K
CFGS
235
Concourse Financial Group Securities
Alabama
$1K +$722 +23 +58%
SFSIG
236
San Francisco Sentry Investment Group
California
$1K +$1.07K +34 New
HGWM
237
Harvest Group Wealth Management
Massachusetts
$1K +$1.92K +61 New
EW
238
Evoke Wealth
California
$715 -$19.8K -631 -95%
WIM
239
Westside Investment Management
California
$10 +$14.1K +450 New
TI
240
tru Independence
Oregon
$8
Balyasny Asset Management
241
Balyasny Asset Management
Illinois
-$4.72M -121,997 Closed
PP
242
Paloma Partners
Connecticut
-$3.42M -88,529 Closed
AIMCA
243
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$2.03M -52,500 Closed
HF
244
HRT Financial
New York
-$1.51M -39,198 Closed
Pacer Advisors
245
Pacer Advisors
Pennsylvania
-$1.35M -35,032 Closed
Stifel Financial
246
Stifel Financial
Missouri
-$1.31M -33,863 Closed
3C
247
361 Capital
Colorado
-$1.29M -33,443 Closed
State of Tennessee, Department of Treasury
248
State of Tennessee, Department of Treasury
Tennessee
-$1.16M -30,000 Closed
NA
249
Navellier & Associates
Nevada
-$889K -22,997 Closed
KFA
250
Krane Funds Advisors
New York
-$696K -18,008 Closed

UBSI Hedge Fund Activity: Q1 2020 in Review

242 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q1 2020, worth a combined $1.66B — down 41% from $2.78B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of UBSI and 34 opened new positions — a net loss of 37 holders — while 84 trimmed existing stakes and 72 added.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $45.8M. The largest seller was Anchor Capital Advisors, cutting an estimated $38.5M.

  • 242 institutional investors held United Bankshares (UBSI) as of Q1 2020, down from 281 in Q4 2019.
  • Funds reported $1.66B of United Bankshares stock for Q1 2020, down 41% quarter-over-quarter.
  • 34 funds opened new United Bankshares positions in Q1 2020 and 71 closed out, a net change of -37 holders.
  • The largest United Bankshares buyer in Q1 2020 was Janus Henderson Group, an estimated $45.8M added.
  • The largest United Bankshares seller in Q1 2020 was Anchor Capital Advisors, an estimated $38.5M sold.

Based on aggregated 13F filings for Q1 2020.