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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
TCM
26
Tributary Capital Management
Nebraska
$7.83M -$11.6M -370,858 -52%
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$7.78M +$271K +8,627 +3%
Morgan Stanley
28
Morgan Stanley
New York
$7.48M -$3.59M -114,267 -26%
Principal Financial Group
29
Principal Financial Group
Iowa
$6.94M -$4.3M -136,872 -31%
PPA
30
Parametric Portfolio Associates
Washington
$6.83M -$213K -6,794 -2%
SCA
31
STALEY CAPITAL ADVISERS
Pennsylvania
$6.37M +$3.45M +110,000 +66%
Millennium Management
32
Millennium Management
New York
$6.21M -$7.29M -232,080 -46%
AllianceBernstein
33
AllianceBernstein
Tennessee
$5.97M +$45.8K +1,460 +0.6%
Ameriprise
34
Ameriprise
Minnesota
$5.94M -$2.75M -87,732 -25%
AIG
35
American International Group
New York
$5.87M -$42.4K -1,351 -0.5%
CIP
36
Chartwell Investment Partners
Pennsylvania
$5.26M +$136K +4,340 +2%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$5.02M -$342K -10,900 -5%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$4.77M -$928K -29,542 -12%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.71M +$205K +6,544 +3%
Swiss National Bank
40
Swiss National Bank
Switzerland
$4.54M +$59.7K +1,900 +1%
BGIM
41
Brandywine Global Investment Management
Pennsylvania
$4.48M -$436K -13,874 -7%
Prudential Financial
42
Prudential Financial
New Jersey
$4.37M +$2.14M +68,201 +56%
Brown Advisory
43
Brown Advisory
Maryland
$4.22M -$2.94M -93,666 -34%
GLA
44
Great Lakes Advisors
Illinois
$4.16M +$84.9K +2,705 +2%
BCM
45
Basswood Capital Management
New York
$4.16M +$31 +1 +0%
WB
46
WesBanco Bank
West Virginia
$3.81M +$2.48K +79 +0%
First Trust Advisors
47
First Trust Advisors
Illinois
$3.62M -$125K -3,981 -2%
SGCIA
48
Smith Graham & Co Investment Advisors
Texas
$3.55M -$9.11K -290 -0.2%
Renaissance Technologies
49
Renaissance Technologies
New York
$3.54M +$4.82M +153,604 New
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$3.42M -$23.1K -735 -0.5%

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.