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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
SGCIA
51
Smith Graham & Co Investment Advisors
Texas
$3.42M -$63.2K -2,428 -2%
UBS Group
52
UBS Group
Switzerland
$3.35M +$1.91M +73,478 +89%
EVM
53
Eaton Vance Management
Massachusetts
$3.31M
SFM
54
Systematic Financial Management
New Jersey
$3.29M +$540K +20,750 +16%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$3.1M +$2.85M +109,396 +311%
UBS AM
56
UBS AM
Illinois
$2.9M -$108K -4,135 -3%
FNBOO
57
First National Bank of Omaha
Nebraska
$2.89M -$308K -11,827 -8%
Prudential Financial
58
Prudential Financial
New Jersey
$2.83M -$298K -11,461 -8%
CSS
59
Cubist Systematic Strategies
Connecticut
$2.79M +$3.38M +129,729 New
MIM
60
MetLife Investment Management
New Jersey
$2.76M -$32.2K -1,238 -1%
MOACM
61
Mutual of America Capital Management
New York
$2.62M -$7.58K -291 -0.2%
TPSF
62
Texas Permanent School Fund
Texas
$2.6M +$540K +20,733 +21%
BFC
63
Banc Funds Company
Illinois
$2.53M
Comerica Bank
64
Comerica Bank
Texas
$2.39M -$83.4K -3,203 -3%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$2.38M
SBH
66
Segall Bryant & Hamill
Illinois
$2.14M +$7.99K +307 +0.3%
WPW
67
Waldron Private Wealth
Pennsylvania
$2.02M +$989 +38 +0%
Creative Planning
68
Creative Planning
Kansas
$2.01M +$5.21K +200 +0.2%
Balyasny Asset Management
69
Balyasny Asset Management
Illinois
$1.99M +$1.85M +70,970 +325%
State of New Jersey Common Pension Fund D
70
State of New Jersey Common Pension Fund D
New Jersey
$1.94M +$142K +5,435 +6%
Man Group
71
Man Group
United Kingdom
$1.86M +$1.16M +44,725 +107%
Russell Investments Group
72
Russell Investments Group
United Kingdom
$1.84M +$312K +11,982 +16%
CI
73
Cambiar Investors
Colorado
$1.81M +$120K +4,599 +6%
WAM
74
Wealthspire Advisors (Maryland)
Maryland
$1.73M +$34.9K +1,340 +2%
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$1.68M -$361K -13,845 -15%

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.