We are live on ! Find out more
UBSI icon

United Bankshares

259 hedge funds and large institutions have $1.79B invested in United Bankshares in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 65 increasing their positions, 104 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less call options, than puts

Call options by funds: $1.32M | Put options by funds: $1.36M

2.07% less ownership

Funds ownership: 66.19%64.12% (-2.1%)

4% less funds holding

Funds holding: 270259 (-11)

25% less capital invested

Capital invested by funds: $2.38B → $1.79B (-$592M)

25% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 44

38% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 104

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
259
Holders Change
-11
Holders Change %
-4.07%
% of All Funds
5.23%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
65
Reduced
104
Closed
44
Calls
$1.32M
Puts
$1.36M
Net Calls
-$37K
Net Calls Change
-$53K
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
276
Crossmark Global Holdings
Texas
-$254K -9,197 Closed
PBO
277
Peoples Bank (Ohio)
Ohio
-$249K -9,016 Closed
Chevy Chase Trust
278
Chevy Chase Trust
Maryland
-$249K -9,000 Closed
PA
279
Profund Advisors
Maryland
-$242K -8,740 Closed
TA
280
Teton Advisors
New York
-$241K -8,701 Closed
DWM
281
Doyle Wealth Management
Florida
-$234K -8,468 Closed
DHFB
282
Dixon Hubard Feinour & Brown
Virginia
-$232K -8,451 Closed
II
283
Inspire Investing
Idaho
-$225K -8,131 Closed
DC
284
Davenport & Co
Virginia
-$225K -8,127 Closed
AIMCA
285
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$224K -8,100 Closed
ZCA
286
Zeke Capital Advisors
Pennsylvania
-$218K -7,870 Closed
Baird Financial Group
287
Baird Financial Group
Wisconsin
-$203K -7,326 Closed
LIA
288
LS Investment Advisors
Michigan
-$183K -6,622 Closed
DCM
289
Dupont Capital Management
Delaware
-$162K -5,845 Closed
PI
290
PEAK6 Investments
Illinois
-$44.5K -1,708 Closed
PIMG
291
Patriot Investment Management Group
Tennessee
-$21.4K -775 Closed
PAG
292
Private Advisor Group
New Jersey
-$20K -737 Closed
BWA
293
BDO Wealth Advisors
Florida
-$14K -500 Closed
AWM
294
Apollon Wealth Management
South Carolina
-$11K -406 Closed
TI
295
tru Independence
Oregon
-$10 -356 Closed
S
296
SignatureFD
Georgia
-$3K -95 Closed
1IA
297
1834 Investment Advisors
Wisconsin
-$2K -70 Closed
CWM
298
Campbell Wealth Management
Virginia
-$2K -63 Closed
AA
299
Ancora Advisors
Ohio
-$1K -54 Closed
EW
300
Evoke Wealth
California
-$1K -40 Closed

UBSI Hedge Fund Activity: Q3 2020 in Review

259 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q3 2020, worth a combined $1.79B — down 25% from $2.38B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of UBSI and 33 opened new positions — a net loss of 11 holders — while 104 trimmed existing stakes and 65 added.

The largest buyer was Morgan Stanley, adding an estimated $6.79M. The largest seller was Vanguard Group, cutting an estimated $17.6M.

  • 259 institutional investors held United Bankshares (UBSI) as of Q3 2020, down from 270 in Q2 2020.
  • Funds reported $1.79B of United Bankshares stock for Q3 2020, down 25% quarter-over-quarter.
  • 33 funds opened new United Bankshares positions in Q3 2020 and 44 closed out, a net change of -11 holders.
  • The largest United Bankshares buyer in Q3 2020 was Morgan Stanley, an estimated $6.79M added.
  • The largest United Bankshares seller in Q3 2020 was Vanguard Group, an estimated $17.6M sold.

Based on aggregated 13F filings for Q3 2020.