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United Bankshares

265 hedge funds and large institutions have $2.71B invested in United Bankshares in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 89 increasing their positions, 94 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $2.69B → $2.71B (+$17.4M)

0.85% less ownership

Funds ownership: 70.91%70.06% (-0.85%)

5% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 94

2% less funds holding

Funds holding: 271265 (-6)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
265
Holders Change
-6
Holders Change %
-2.21%
% of All Funds
5.81%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
23
Increased
89
Reduced
94
Closed
28
Calls
$598K
Puts
Net Calls
+$598K
Net Calls Change
+$91K
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
251
Quadrant Capital Group
Ohio
$4K
FCA
252
FinTrust Capital Advisors
South Carolina
$4K +$556 +15 +16%
BHWM
253
Bay Harbor Wealth Management
Maryland
$4K +$2.19K +59 +100%
BWL
254
Bogart Wealth LLC
Virginia
$3K
PA
255
Parallel Advisors
California
$3K
PFSC
256
Peoples Financial Services Corp
Pennsylvania
$3K
FEM
257
Fulcrum Equity Management
Texas
$3K +$2.63K +71 New
CFGS
258
Concourse Financial Group Securities
Alabama
$2K
ZB
259
Zions Bancorporation
Utah
$2K
TFO
260
Tarbox Family Office
California
$1K -$1.04K -28 -58%
CFA
261
Carroll Financial Associates
North Carolina
$1K
GI
262
Gradient Investments
Minnesota
$1K
SPIA
263
Steward Partners Investment Advisory
New York
$1K
GT
264
Glenmede Trust
Pennsylvania
$37
HA
265
Heartland Advisors
Wisconsin
-$3.71M -100,000 Closed
Millennium Management
266
Millennium Management
New York
-$2.94M -79,232 Closed
Canada Life
267
Canada Life
Manitoba, Canada
-$2.24M -60,521 Closed
CB
268
Cadence Bank
Mississippi
-$1.94M -52,171 Closed
Renaissance Technologies
269
Renaissance Technologies
New York
-$1.63M -43,804 Closed
LCM
270
Laurion Capital Management
New York
-$1.14M -30,733 Closed
ACM
271
Ategra Capital Management
Virginia
-$1.11M -30,020 Closed
DTL
272
Dynamic Technology Lab
Singapore
-$675K -18,203 Closed
VCA
273
Verdence Capital Advisors
Maryland
-$673K -18,148 Closed
USAA
274
United Services Automobile Association
Texas
-$579K -15,601 Closed
AIM
275
Axiom Investment Management
New York
-$518K -13,896 Closed

UBSI Hedge Fund Activity: Q3 2019 in Review

265 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q3 2019, worth a combined $2.71B — up 0.65% from $2.69B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of UBSI and 23 opened new positions — a net loss of 5 holders — while 94 trimmed existing stakes and 89 added.

The largest buyer was Norges Bank, adding an estimated $11.6M. The largest seller was State Street, cutting an estimated $17.5M.

  • 265 institutional investors held United Bankshares (UBSI) as of Q3 2019, down from 271 in Q2 2019.
  • Funds reported $2.71B of United Bankshares stock for Q3 2019, up 0.65% quarter-over-quarter.
  • 23 funds opened new United Bankshares positions in Q3 2019 and 28 closed out, a net change of -5 holders.
  • The largest United Bankshares buyer in Q3 2019 was Norges Bank, an estimated $11.6M added.
  • The largest United Bankshares seller in Q3 2019 was State Street, an estimated $17.5M sold.

Based on aggregated 13F filings for Q3 2019.