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United Bankshares

259 hedge funds and large institutions have $1.79B invested in United Bankshares in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 65 increasing their positions, 104 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less call options, than puts

Call options by funds: $1.32M | Put options by funds: $1.36M

2.07% less ownership

Funds ownership: 66.19%64.12% (-2.1%)

4% less funds holding

Funds holding: 270259 (-11)

25% less capital invested

Capital invested by funds: $2.38B → $1.79B (-$592M)

25% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 44

38% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 104

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
259
Holders Change
-11
Holders Change %
-4.07%
% of All Funds
5.23%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
65
Reduced
104
Closed
44
Calls
$1.32M
Puts
$1.36M
Net Calls
-$37K
Net Calls Change
-$53K
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$10K -$521 -20 -4%
GWS
227
Glassman Wealth Services
Virginia
$10K -$104 -4 -0.9%
LWM
228
Liberty Wealth Management
California
$9K -$130 -5 -1%
CCM
229
Chiron Capital Management
Florida
$8K +$9.27K +356 New
BCA
230
Berman Capital Advisors
Georgia
$7K -$52 -2 -0.6%
CIA
231
CSat Investment Advisory
Michigan
$7K +$1.22K +47 +16%
ASN
232
Advisory Services Network
Georgia
$7K +$7.99K +307 New
IA
233
IFP Advisors
Florida
$6K -$3.67K -141 -33%
SFS
234
Sowell Financial Services
Arkansas
$6K
AW
235
Alpha Windward
Massachusetts
$5K
DOA
236
D'Orazio & Associates
Virginia
$5K
MPWT
237
MassMutual Private Wealth & Trust
Connecticut
$4K
PGAM
238
Princeton Global Asset Management
New Jersey
$4K +$5.21K +200 New
Millennium Management
239
Millennium Management
New York
$3.79K -$480K -18,440 -9%
CWA
240
Carolina Wealth Advisors
South Carolina
$3K -$11.8K -452 -79%
CAW
241
Cornerstone Advisors (Washington)
Washington
$3K -$4.87K -187 -58%
BHWM
242
Bay Harbor Wealth Management
Maryland
$3K
MIM
243
Macroview Investment Management
Maryland
$3K
SPIA
244
Steward Partners Investment Advisory
New York
$3K
TWA
245
TCI Wealth Advisors
Arizona
$3K
QCG
246
Quadrant Capital Group
Ohio
$2K -$45.6K -1,750 -96%
SL
247
Savior LLC
Massachusetts
$2K
CWC
248
Carolinas Wealth Consulting
North Carolina
$2K +$2.06K +79 New
LC
249
Lindbrook Capital
California
$1K -$1.25K -48 -52%
BWL
250
Bogart Wealth LLC
Virginia
$1K

UBSI Hedge Fund Activity: Q3 2020 in Review

259 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q3 2020, worth a combined $1.79B — down 25% from $2.38B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of UBSI and 33 opened new positions — a net loss of 11 holders — while 104 trimmed existing stakes and 65 added.

The largest buyer was Morgan Stanley, adding an estimated $6.79M. The largest seller was Vanguard Group, cutting an estimated $17.6M.

  • 259 institutional investors held United Bankshares (UBSI) as of Q3 2020, down from 270 in Q2 2020.
  • Funds reported $1.79B of United Bankshares stock for Q3 2020, down 25% quarter-over-quarter.
  • 33 funds opened new United Bankshares positions in Q3 2020 and 44 closed out, a net change of -11 holders.
  • The largest United Bankshares buyer in Q3 2020 was Morgan Stanley, an estimated $6.79M added.
  • The largest United Bankshares seller in Q3 2020 was Vanguard Group, an estimated $17.6M sold.

Based on aggregated 13F filings for Q3 2020.