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United Bankshares

271 hedge funds and large institutions have $2.69B invested in United Bankshares in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 118 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,675% more call options, than puts

Call options by funds: $511K | Put options by funds: $4K

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

2% more funds holding

Funds holding: 266271 (+5)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less capital invested

Capital invested by funds: $2.7B → $2.69B (-$7.6M)

2.91% less ownership

Funds ownership: 73.83%70.91% (-2.9%)

43% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 118

Holders
271
Holders Change
+5
Holders Change %
+1.88%
% of All Funds
5.89%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
28
Increased
67
Reduced
118
Closed
18
Calls
$511K
Puts
$4K
Net Calls
+$507K
Net Calls Change
+$149K
Name Holding Trade Value Shares
Change
Change in
Stake
LC
251
Lindbrook Capital
California
$4K
QCG
252
Quadrant Capital Group
Ohio
$4K
PA
253
Parallel Advisors
California
$3K
PFSC
254
Peoples Financial Services Corp
Pennsylvania
$3K
PCP
255
Proficio Capital Partners
Massachusetts
$3K
TA
256
TCG Advisors
Texas
$3K +$38 +1 +1%
QT
257
Quantbot Technologies
New York
$3K +$3.76K +100 New
BHWM
258
Bay Harbor Wealth Management
Maryland
$2K
BWL
259
Bogart Wealth LLC
Virginia
$2K
ZB
260
Zions Bancorporation
Utah
$2K
TFO
261
Tarbox Family Office
California
$2K +$1.8K +48 New
CFA
262
Carroll Financial Associates
North Carolina
$1K
CFGS
263
Concourse Financial Group Securities
Alabama
$1K
CAW
264
Cornerstone Advisors (Washington)
Washington
$1K
GI
265
Gradient Investments
Minnesota
$1K
CI
266
CX Institutional
Indiana
$1K +$526 +14 New
SPIA
267
Steward Partners Investment Advisory
New York
$1K +$1.92K +51 New
GT
268
Glenmede Trust
Pennsylvania
$36
WIM
269
Westside Investment Management
California
$16 +$16.9K +450 New
CCMLC
270
Cardinal Capital Management LLC (Connecticut)
Connecticut
-$9.62M -265,507 Closed
KAS
271
Kemnay Advisory Services
New York
-$1.09M -30,163 Closed
DF
272
Donoghue Forlines
Massachusetts
-$973K -26,836 Closed
PP
273
Paloma Partners
Connecticut
-$504K -13,900 Closed
BCM
274
Brookstone Capital Management
Illinois
-$489K -13,485 Closed
NFG
275
Next Financial Group
Texas
-$371K -9,869 -100%

UBSI Hedge Fund Activity: Q2 2019 in Review

271 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q2 2019, worth a combined $2.69B — down 0.28% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new UBSI positions and 18 closed out — a net gain of 10 holders — while 67 added to existing stakes and 118 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $15.5M. The largest seller was Northern Trust, cutting an estimated $32.7M.

  • 271 institutional investors held United Bankshares (UBSI) as of Q2 2019, up from 266 in Q1 2019.
  • Funds reported $2.69B of United Bankshares stock for Q2 2019, down 0.28% quarter-over-quarter.
  • 28 funds opened new United Bankshares positions in Q2 2019 and 18 closed out, a net change of +10 holders.
  • The largest United Bankshares buyer in Q2 2019 was Nuveen, an estimated $15.5M added.
  • The largest United Bankshares seller in Q2 2019 was Northern Trust, an estimated $32.7M sold.

Based on aggregated 13F filings for Q2 2019.