We are live on ! Find out more
UBSI icon

United Bankshares

270 hedge funds and large institutions have $2.38B invested in United Bankshares in 2020 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 106 increasing their positions, 56 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

89% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 56

76% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 38

44% more capital invested

Capital invested by funds: $1.66B → $2.38B (+$725M)

12% more funds holding

Funds holding: 242270 (+28)

2% more call options, than puts

Call options by funds: $885K | Put options by funds: $869K

4.28% less ownership

Funds ownership: 70.48%66.19% (-4.3%)

Holders
270
Holders Change
+28
Holders Change %
+11.57%
% of All Funds
5.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
67
Increased
106
Reduced
56
Closed
38
Calls
$885K
Puts
$869K
Net Calls
+$16K
Net Calls Change
-$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
226
Glenmede Trust
Pennsylvania
$27K
CFD
227
Creative Financial Designs
Indiana
$25K +$24.2K +900 New
PAM
228
Panagora Asset Management
Massachusetts
$24K +$23.4K +873 New
Bessemer Group
229
Bessemer Group
New Jersey
$23K -$74.9K -2,790 -77%
PIMG
230
Patriot Investment Management Group
Tennessee
$21.4K +$20.8K +775 New
PA
231
Parallel Advisors
California
$20K +$13.3K +494 +208%
PAG
232
Private Advisor Group
New Jersey
$20K +$19.8K +737 New
Fidelity Investments
233
Fidelity Investments
Massachusetts
$18K -$36.9K -1,375 -68%
CWA
234
Carolina Wealth Advisors
South Carolina
$16K +$15.3K +571 New
BWA
235
BDO Wealth Advisors
Florida
$14K +$13.4K +500 New
GWS
236
Glassman Wealth Services
Virginia
$13K -$27 -1 -0.2%
Rockefeller Capital Management
237
Rockefeller Capital Management
New York
$13K +$537 +20 +4%
IA
238
IFP Advisors
Florida
$12K -$7.87K -293 -41%
LWM
239
Liberty Wealth Management
California
$11K +$6.26K +233 +132%
AWM
240
Apollon Wealth Management
South Carolina
$11K +$10.9K +406 New
CAW
241
Cornerstone Advisors (Washington)
Washington
$9K -$4.11K -153 -32%
BCA
242
Berman Capital Advisors
Georgia
$9K
CIA
243
CSat Investment Advisory
Michigan
$8K -$2.74K -102 -25%
SFS
244
Sowell Financial Services
Arkansas
$8K
AW
245
Alpha Windward
Massachusetts
$7K -$5.13K -191 -45%
DOA
246
D'Orazio & Associates
Virginia
$6K
MPWT
247
MassMutual Private Wealth & Trust
Connecticut
$6K +$5.53K +206 New
MIM
248
Macroview Investment Management
Maryland
$4K
TWA
249
TCI Wealth Advisors
Arizona
$4K
NICM
250
Neo Ivy Capital Management
New York
$4K +$3.44K +128 New

UBSI Hedge Fund Activity: Q2 2020 in Review

270 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q2 2020, worth a combined $2.38B — up 44% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new UBSI positions and 38 closed out — a net gain of 29 holders — while 106 added to existing stakes and 56 trimmed.

The largest buyer was State Street, adding an estimated $98.3M. The largest seller was Citadel Advisors, cutting an estimated $9.82M.

  • 270 institutional investors held United Bankshares (UBSI) as of Q2 2020, up from 242 in Q1 2020.
  • Funds reported $2.38B of United Bankshares stock for Q2 2020, up 44% quarter-over-quarter.
  • 67 funds opened new United Bankshares positions in Q2 2020 and 38 closed out, a net change of +29 holders.
  • The largest United Bankshares buyer in Q2 2020 was State Street, an estimated $98.3M added.
  • The largest United Bankshares seller in Q2 2020 was Citadel Advisors, an estimated $9.82M sold.

Based on aggregated 13F filings for Q2 2020.