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United Bankshares

242 hedge funds and large institutions have $1.66B invested in United Bankshares in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 84 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,839% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $72K

0.38% less ownership

Funds ownership: 70.86%70.48% (-0.38%)

14% less funds holding

Funds holding: 281242 (-39)

14% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 84

41% less capital invested

Capital invested by funds: $2.78B → $1.66B (-$1.13B)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

52% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 71

Holders
242
Holders Change
-39
Holders Change %
-13.88%
% of All Funds
5.33%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
72
Reduced
84
Closed
71
Calls
$1.4M
Puts
$72K
Net Calls
+$1.32M
Net Calls Change
-$918K
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
276
Personal Capital Advisors
California
-$242K -6,259 Closed
SL
277
Signition LP
New York
-$230K -5,962 Closed
OSIA
278
O'Shares Investment Advisers
Massachusetts
-$225K -5,826 Closed
FHB
279
First Hawaiian Bank
Hawaii
-$223K -5,783 Closed
Voloridge Investment Management
280
Voloridge Investment Management
Florida
-$210K -5,443 Closed
TWM
281
Tolleson Wealth Management
Texas
-$208K -5,327 Closed
TRCT
282
Tower Research Capital (TRC)
New York
-$197K -5,087 Closed
IUHSA
283
Itau Unibanco Holding S.A.
Brazil
-$113K -2,923 Closed
PHK
284
Point72 Hong Kong
Hong Kong
-$106K -2,742 Closed
PA
285
PSI Advisors
Florida
-$72K -1,887 Closed
GDP
286
Great Diamond Partners
Maine
-$71K -1,845 Closed
FIA
287
FNY Investment Advisers
New York
-$70K -1,820 Closed
PCM
288
Pinz Capital Management
New York
-$50K -1,300 Closed
Toronto Dominion Bank
289
Toronto Dominion Bank
Ontario, Canada
-$42K -1,086 Closed
PCM
290
Prelude Capital Management
New York
-$40K -1,037 Closed
BL
291
Balentine LLC
Georgia
-$34K -877 Closed
EP
292
Eudaimonia Partners
Tennessee
-$34K -872 Closed
AP
293
Americana Partners
Texas
-$31K -817 Closed
PI
294
PineBridge Investments
New York
-$30K -777 Closed
AssetMark Inc
295
AssetMark Inc
California
-$27K -690 Closed
FL
296
Fort LP
Maryland
-$26K -665 Closed
OSAM
297
O'Shaughnessy Asset Management
Connecticut
-$18K -470 Closed
OPS
298
Orion Portfolio Solutions
Nebraska
-$18K -466 Closed
PAM
299
Panagora Asset Management
Massachusetts
-$11K -297 Closed
HR
300
Howe & Rusling
New York
-$8K -217 Closed

UBSI Hedge Fund Activity: Q1 2020 in Review

242 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q1 2020, worth a combined $1.66B — down 41% from $2.78B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of UBSI and 34 opened new positions — a net loss of 37 holders — while 84 trimmed existing stakes and 72 added.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $45.8M. The largest seller was Anchor Capital Advisors, cutting an estimated $38.5M.

  • 242 institutional investors held United Bankshares (UBSI) as of Q1 2020, down from 281 in Q4 2019.
  • Funds reported $1.66B of United Bankshares stock for Q1 2020, down 41% quarter-over-quarter.
  • 34 funds opened new United Bankshares positions in Q1 2020 and 71 closed out, a net change of -37 holders.
  • The largest United Bankshares buyer in Q1 2020 was Janus Henderson Group, an estimated $45.8M added.
  • The largest United Bankshares seller in Q1 2020 was Anchor Capital Advisors, an estimated $38.5M sold.

Based on aggregated 13F filings for Q1 2020.