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United Bankshares

266 hedge funds and large institutions have $2.7B invested in United Bankshares in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 86 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

18% more capital invested

Capital invested by funds: $2.29B → $2.7B (+$404M)

4% more funds holding

Funds holding: 256266 (+10)

2.54% more ownership

Funds ownership: 71.29%73.83% (+2.5%)

3% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 89

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
266
Holders Change
+10
Holders Change %
+3.91%
% of All Funds
5.76%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
33
Increased
86
Reduced
89
Closed
21
Calls
$358K
Puts
Net Calls
+$358K
Net Calls Change
+$358K
Name Holding Trade Value Shares
Change
Change in
Stake
HA
26
Heartland Advisors
Wisconsin
$15.8M -$287K -7,970 -2%
SCM
27
Sterling Capital Management
North Carolina
$15.1M
PPA
28
Parametric Portfolio Associates
Washington
$14.2M +$171K +4,732 +1%
Ameriprise
29
Ameriprise
Minnesota
$13.7M -$304K -8,439 -2%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$11.5M +$112K +3,115 +1%
Brown Advisory
31
Brown Advisory
Maryland
$11.2M -$393K -10,901 -3%
KCM
32
Kennedy Capital Management
Missouri
$10.8M +$18.8K +520 +0.2%
Morgan Stanley
33
Morgan Stanley
New York
$10.7M -$6.1M -169,245 -37%
AllianceBernstein
34
AllianceBernstein
Tennessee
$9.75M -$49.8K -1,380 -0.5%
CCMLC
35
Cardinal Capital Management LLC (Connecticut)
Connecticut
$9.62M -$8.14M -225,652 -46%
AIG
36
American International Group
New York
$9.59M -$345K -9,569 -3%
CIP
37
Chartwell Investment Partners
Pennsylvania
$8.9M -$496K -13,750 -5%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$8.37M +$71.1K +1,971 +0.9%
UCFA
39
United Capital Financial Advisors
Texas
$8.36M -$1.2M -33,382 -13%
BGIM
40
Brandywine Global Investment Management
Pennsylvania
$8.27M +$41.5K +1,150 +0.5%
TA
41
Teachers Advisors
New York
$8.16M +$169K +4,692 +2%
First Trust Advisors
42
First Trust Advisors
Illinois
$8.13M -$1.43M -39,607 -15%
TCIM
43
TIAA CREF Investment Management
New York
$7.18M -$31.2K -864 -0.4%
State of Tennessee, Department of Treasury
44
State of Tennessee, Department of Treasury
Tennessee
$7.03M
Swiss National Bank
45
Swiss National Bank
Switzerland
$6.82M +$162K +4,500 +2%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$6.6M +$588K +16,297 +10%
BCM
47
Basswood Capital Management
New York
$6.53M
SCA
48
STALEY CAPITAL ADVISERS
Pennsylvania
$6.34M -$902K -25,000 -12%
SIG
49
Sargent Investment Group
Maryland
$6.26M -$79.3K -2,200 -1%
WB
50
WesBanco Bank
West Virginia
$6.23M

UBSI Hedge Fund Activity: Q1 2019 in Review

266 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q1 2019, worth a combined $2.7B — up 18% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new UBSI positions and 21 closed out — a net gain of 12 holders — while 86 added to existing stakes and 89 trimmed.

The largest buyer was Invesco, adding an estimated $25.7M. The largest seller was Homestead Advisers, cutting an estimated $16.2M.

  • 266 institutional investors held United Bankshares (UBSI) as of Q1 2019, up from 256 in Q4 2018.
  • Funds reported $2.7B of United Bankshares stock for Q1 2019, up 18% quarter-over-quarter.
  • 33 funds opened new United Bankshares positions in Q1 2019 and 21 closed out, a net change of +12 holders.
  • The largest United Bankshares buyer in Q1 2019 was Invesco, an estimated $25.7M added.
  • The largest United Bankshares seller in Q1 2019 was Homestead Advisers, an estimated $16.2M sold.

Based on aggregated 13F filings for Q1 2019.