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United Bankshares

281 hedge funds and large institutions have $2.78B invested in United Bankshares in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 87 increasing their positions, 91 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 20

6% more funds holding

Funds holding: 265281 (+16)

3% more capital invested

Capital invested by funds: $2.71B → $2.78B (+$77.8M)

0.8% more ownership

Funds ownership: 70.06%70.86% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 91

Holders
281
Holders Change
+16
Holders Change %
+6.04%
% of All Funds
5.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
45
Increased
87
Reduced
91
Closed
20
Calls
$2.24M
Puts
Net Calls
+$2.24M
Net Calls Change
+$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
251
CSat Investment Advisory
Michigan
$13K +$1.31K +34 +11%
PAM
252
Panagora Asset Management
Massachusetts
$11K -$2.16K -56 -16%
LC
253
Lindbrook Capital
California
$11K
CAW
254
Cornerstone Advisors (Washington)
Washington
$10K +$656 +17 +7%
DOA
255
D'Orazio & Associates
Virginia
$9K
HR
256
Howe & Rusling
New York
$8K +$8.37K +217 New
TI
257
tru Independence
Oregon
$8K +$13.7K +356 New
AIS
258
Accurate Investment Solutions
Pennsylvania
$7K
GAM
259
Gemmer Asset Management
California
$7K
BCI
260
Brinker Capital Investments
Pennsylvania
$7K +$6.56K +170 New
IRAG
261
Investment Research & Advisory Group
Georgia
$7K +$7.37K +191 New
MIM
262
Macroview Investment Management
Maryland
$6K
BHWM
263
Bay Harbor Wealth Management
Maryland
$5K
VCM
264
Versant Capital Management
Arizona
$5K
FCA
265
FinTrust Capital Advisors
South Carolina
$4K
PA
266
Parallel Advisors
California
$4K
QCG
267
Quadrant Capital Group
Ohio
$4K
SL
268
Savior LLC
Massachusetts
$4K +$4.09K +106 New
BWL
269
Bogart Wealth LLC
Virginia
$3K
PFSC
270
Peoples Financial Services Corp
Pennsylvania
$3K
CA
271
Crewe Advisors
Utah
$3K +$3.35K +87 New
ACM
272
Allred Capital Management
Texas
$2.13K +$2.12K +55 New
CFGS
273
Concourse Financial Group Securities
Alabama
$2K
SPIA
274
Steward Partners Investment Advisory
New York
$2K
ZB
275
Zions Bancorporation
Utah
$2K

UBSI Hedge Fund Activity: Q4 2019 in Review

281 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q4 2019, worth a combined $2.78B — up 2.9% from $2.71B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new UBSI positions and 20 closed out — a net gain of 25 holders — while 87 added to existing stakes and 91 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $19.3M. The largest seller was State Street, cutting an estimated $15.6M.

  • 281 institutional investors held United Bankshares (UBSI) as of Q4 2019, up from 265 in Q3 2019.
  • Funds reported $2.78B of United Bankshares stock for Q4 2019, up 2.9% quarter-over-quarter.
  • 45 funds opened new United Bankshares positions in Q4 2019 and 20 closed out, a net change of +25 holders.
  • The largest United Bankshares buyer in Q4 2019 was Millennium Management, an estimated $19.3M added.
  • The largest United Bankshares seller in Q4 2019 was State Street, an estimated $15.6M sold.

Based on aggregated 13F filings for Q4 2019.