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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
Prudential Financial
51
Prudential Financial
New Jersey
$6.12M -$1.87M -51,851 -24%
Millennium Management
52
Millennium Management
New York
$5.93M +$5.02M +139,127 +566%
SGCIA
53
Smith Graham & Co Investment Advisors
Texas
$5.72M -$62K -1,720 -1%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$5.69M -$214K -5,945 -4%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$5.5M +$1.07M +29,654 +24%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$5.47M -$202K -5,613 -4%
FNBOO
57
First National Bank of Omaha
Nebraska
$4.91M +$15.3K +424 +0.3%
Legal & General Group
58
Legal & General Group
United Kingdom
$4.89M +$540K +14,973 +12%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$4.85M -$444K -12,305 -8%
Retirement Systems of Alabama
60
Retirement Systems of Alabama
Alabama
$4.82M -$31.7K -880 -0.7%
MPI
61
Mairs & Power Inc
Minnesota
$4.72M -$938K -26,010 -17%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$4.45M -$457K -12,671 -9%
HA
63
Homestead Advisers
Virginia
$4.11M -$16.2M -449,387 -80%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$4.02M
CS
65
Credit Suisse
Switzerland
$3.83M +$1.18M +32,657 +45%
MIM
66
MetLife Investment Management
New Jersey
$3.82M -$24.4K -677 -0.6%
UBS AM
67
UBS AM
Illinois
$3.6M +$270K +7,492 +8%
Creative Planning
68
Creative Planning
Kansas
$3.5M +$1.01K +28 +0%
MOACM
69
Mutual of America Capital Management
New York
$3.26M -$23.7K -658 -0.7%
WAM
70
Wealthspire Advisors (Maryland)
Maryland
$3.16M -$1.91M -52,945 -38%
CI
71
Cambiar Investors
Colorado
$3.11M -$1.34M -37,029 -30%
Comerica Bank
72
Comerica Bank
Texas
$3.05M +$13.3K +370 +0.5%
CB
73
Cadence Bank
Mississippi
$3.01M +$70.4K +1,951 +2%
Russell Investments Group
74
Russell Investments Group
United Kingdom
$2.82M +$334K +9,250 +13%
ASRS
75
Arizona State Retirement System
Arizona
$2.66M -$26.8K -742 -1%

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.