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United Bankshares

281 hedge funds and large institutions have $2.78B invested in United Bankshares in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 87 increasing their positions, 91 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 20

6% more funds holding

Funds holding: 265281 (+16)

3% more capital invested

Capital invested by funds: $2.71B → $2.78B (+$77.8M)

0.8% more ownership

Funds ownership: 70.06%70.86% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 91

Holders
281
Holders Change
+16
Holders Change %
+6.04%
% of All Funds
5.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
45
Increased
87
Reduced
91
Closed
20
Calls
$2.24M
Puts
Net Calls
+$2.24M
Net Calls Change
+$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
176
Piedmont Investment Advisors
North Carolina
$359K -$55.2K -1,431 -13%
PBO
177
Peoples Bank (Ohio)
Ohio
$358K -$60.2K -1,560 -14%
ECM
178
ETrade Capital Management
Virginia
$357K -$15.1K -392 -4%
VFA
179
Valeo Financial Advisors
Indiana
$348K -$667K -17,303 -66%
MAFM
180
Mid Atlantic Financial Management
Pennsylvania
$348K -$2.81K -73 -0.8%
CGH
181
Crossmark Global Holdings
Texas
$346K +$2.04K +53 +0.6%
MML Investors Services
182
MML Investors Services
Massachusetts
$344K +$2.08K +54 +0.6%
BBA
183
Braun-Bostich & Associates
Pennsylvania
$342K
Mitsubishi UFJ Trust & Banking
184
Mitsubishi UFJ Trust & Banking
Japan
$331K +$235K +6,100 +249%
TD Asset Management
185
TD Asset Management
Ontario, Canada
$328K -$3.86K -100 -1%
DCM
186
Dupont Capital Management
Delaware
$327K -$44.8K -1,163 -12%
DWM
187
Doyle Wealth Management
Florida
$327K
DHFB
188
Dixon Hubard Feinour & Brown
Virginia
$320K
DA
189
Duality Advisers
Florida
$316K +$72.9K +1,890 +30%
ACM
190
Anfield Capital Management
California
$313K +$341K +8,838 New
DC
191
Davenport & Co
Virginia
$311K +$270 +7 +0.1%
Zurich Cantonal Bank
192
Zurich Cantonal Bank
Switzerland
$305K
SG Americas Securities
193
SG Americas Securities
New York
$298K -$1.18M -30,706 -80%
CB
194
Commerce Bank
Missouri
$298K -$92.2K -2,390 -24%
RI
195
Ridgewood Investments
New Jersey
$292K +$39 +1 +0%
HighTower Advisors
196
HighTower Advisors
Illinois
$290K +$1.62K +42 +0.6%
LWA
197
Lenox Wealth Advisors
New York
$267K
VRS
198
Virginia Retirement Systems
Virginia
$267K +$266K +6,900 New
SFI
199
Susquehanna Fundamental Investments
Pennsylvania
$263K
LPL Financial
200
LPL Financial
California
$255K -$10.6K -274 -4%

UBSI Hedge Fund Activity: Q4 2019 in Review

281 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q4 2019, worth a combined $2.78B — up 2.9% from $2.71B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new UBSI positions and 20 closed out — a net gain of 25 holders — while 87 added to existing stakes and 91 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $19.3M. The largest seller was State Street, cutting an estimated $15.6M.

  • 281 institutional investors held United Bankshares (UBSI) as of Q4 2019, up from 265 in Q3 2019.
  • Funds reported $2.78B of United Bankshares stock for Q4 2019, up 2.9% quarter-over-quarter.
  • 45 funds opened new United Bankshares positions in Q4 2019 and 20 closed out, a net change of +25 holders.
  • The largest United Bankshares buyer in Q4 2019 was Millennium Management, an estimated $19.3M added.
  • The largest United Bankshares seller in Q4 2019 was State Street, an estimated $15.6M sold.

Based on aggregated 13F filings for Q4 2019.