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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
BAM
176
Belpointe Asset Management
Nevada
$342K
DWM
177
Doyle Wealth Management
Florida
$330K
MAFM
178
Mid Atlantic Financial Management
Pennsylvania
$323K -$1.05K -29 -0.3%
BBA
179
Braun-Bostich & Associates
Pennsylvania
$320K
VAS
180
Vestmark Advisory Solutions
Massachusetts
$319K +$317K +8,790 New
DCM
181
Dupont Capital Management
Delaware
$317K
DHFB
182
Dixon Hubard Feinour & Brown
Virginia
$315K
Lido Advisors
183
Lido Advisors
California
$306K +$38.2K +1,060 +14%
MML Investors Services
184
MML Investors Services
Massachusetts
$292K +$36.3K +1,006 +14%
DC
185
Davenport & Co
Virginia
$291K -$28.2K -782 -9%
LPL Financial
186
LPL Financial
California
$287K +$48.8K +1,354 +21%
ADEF
187
Adams Diversified Equity Fund
Maryland
$286K +$285K +7,900 New
FHB
188
First Hawaiian Bank
Hawaii
$282K +$1.62K +45 +0.6%
Zurich Cantonal Bank
189
Zurich Cantonal Bank
Switzerland
$266K -$28.3K -786 -10%
Baird Financial Group
190
Baird Financial Group
Wisconsin
$265K -$20.1K -556 -7%
EWM
191
Evermay Wealth Management
Virginia
$263K -$112K -3,100 -30%
RI
192
Ridgewood Investments
New Jersey
$254K +$29.9K +830 +13%
LWA
193
Lenox Wealth Advisors
New York
$250K
Mercer Global Advisors
194
Mercer Global Advisors
Colorado
$250K +$249K +6,890 New
SFI
195
Susquehanna Fundamental Investments
Pennsylvania
$246K +$245K +6,800 New
EIA
196
Edgemoor Investment Advisors
Maryland
$236K
O
197
OppenheimerFunds
New York
$228K +$227K +6,286 New
PCA
198
Personal Capital Advisors
California
$227K +$226K +6,257 New
PM
199
Parametrica Management
Hong Kong
$225K -$492K -13,639 -69%
SEI Investments
200
SEI Investments
Pennsylvania
$221K +$216K +5,984 +9,067%

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.