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United Bankshares

266 hedge funds and large institutions have $2.7B invested in United Bankshares in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 86 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

18% more capital invested

Capital invested by funds: $2.29B → $2.7B (+$404M)

4% more funds holding

Funds holding: 256266 (+10)

2.54% more ownership

Funds ownership: 71.29%73.83% (+2.5%)

3% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 89

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
266
Holders Change
+10
Holders Change %
+3.91%
% of All Funds
5.76%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
33
Increased
86
Reduced
89
Closed
21
Calls
$358K
Puts
Net Calls
+$358K
Net Calls Change
+$358K
Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
251
Moody National Bank Trust Division
Texas
$4K +$4.47K +124 New
PA
252
Parallel Advisors
California
$3K
PFSC
253
Peoples Financial Services Corp
Pennsylvania
$3K
TA
254
TCG Advisors
Texas
$3K +$2.92K +81 New
PFBT
255
Parkside Financial Bank & Trust
Missouri
$2K -$1.44K -40 -48%
PCP
256
Proficio Capital Partners
Massachusetts
$2K -$144 -4 -6%
BHWM
257
Bay Harbor Wealth Management
Maryland
$2K
BWL
258
Bogart Wealth LLC
Virginia
$2K
CFA
259
Carroll Financial Associates
North Carolina
$1K
CAW
260
Cornerstone Advisors (Washington)
Washington
$1K
GI
261
Gradient Investments
Minnesota
$1K
LFA
262
Legacy Financial Advisors
Kentucky
$1K
CFGS
263
Concourse Financial Group Securities
Alabama
$1K +$1.44K +40 New
ZB
264
Zions Bancorporation
Utah
$1K +$1.48K +41 New
GT
265
Glenmede Trust
Pennsylvania
$35
Balyasny Asset Management
266
Balyasny Asset Management
Illinois
-$1.34M -43,180 Closed
SI
267
Stephens Inc
Arkansas
-$955K -30,700 Closed
FPCG
268
Fort Pitt Capital Group
Pennsylvania
-$524K -16,831 Closed
BAM
269
Blueshift Asset Management
New Jersey
-$411K -13,219 Closed
HT
270
HAP Trading
New York
-$398K -12,798 Closed
BCM
271
BlueCrest Capital Management
Jersey
-$316K -10,148 Closed
TSS
272
Two Sigma Securities
New York
-$270K -8,667 Closed
SSA
273
Schonfeld Strategic Advisors
New York
-$255K -8,211 Closed
RQS
274
Ramsey Quantitative Systems
Kentucky
-$226K -7,249 Closed
QT
275
Quantbot Technologies
New York
-$138K -4,437 Closed

UBSI Hedge Fund Activity: Q1 2019 in Review

266 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q1 2019, worth a combined $2.7B — up 18% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new UBSI positions and 21 closed out — a net gain of 12 holders — while 86 added to existing stakes and 89 trimmed.

The largest buyer was Invesco, adding an estimated $25.7M. The largest seller was Homestead Advisers, cutting an estimated $16.2M.

  • 266 institutional investors held United Bankshares (UBSI) as of Q1 2019, up from 256 in Q4 2018.
  • Funds reported $2.7B of United Bankshares stock for Q1 2019, up 18% quarter-over-quarter.
  • 33 funds opened new United Bankshares positions in Q1 2019 and 21 closed out, a net change of +12 holders.
  • The largest United Bankshares buyer in Q1 2019 was Invesco, an estimated $25.7M added.
  • The largest United Bankshares seller in Q1 2019 was Homestead Advisers, an estimated $16.2M sold.

Based on aggregated 13F filings for Q1 2019.