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United Bankshares

270 hedge funds and large institutions have $2.38B invested in United Bankshares in 2020 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 106 increasing their positions, 56 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

89% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 56

76% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 38

44% more capital invested

Capital invested by funds: $1.66B → $2.38B (+$725M)

12% more funds holding

Funds holding: 242270 (+28)

2% more call options, than puts

Call options by funds: $885K | Put options by funds: $869K

4.28% less ownership

Funds ownership: 70.48%66.19% (-4.3%)

Holders
270
Holders Change
+28
Holders Change %
+11.57%
% of All Funds
5.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
67
Increased
106
Reduced
56
Closed
38
Calls
$885K
Puts
$869K
Net Calls
+$16K
Net Calls Change
-$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
176
Securian Asset Management
Minnesota
$356K +$66K +2,458 +24%
SEI Investments
177
SEI Investments
Pennsylvania
$333K -$537K -20,005 -62%
SF
178
Synovus Financial
Georgia
$331K +$314K +11,683 +4,085%
AB
179
Amalgamated Bank
New York
$327K -$113K -4,204 -26%
TFA
180
Toth Financial Advisory
Virginia
$325K
CFG
181
Citizens Financial Group
Rhode Island
$308K
WAP
182
Wealthcare Advisory Partners
Pennsylvania
$281K
VFA
183
Valeo Financial Advisors
Indiana
$272K +$22K +818 +9%
Lido Advisors
184
Lido Advisors
California
$265K -$21.3K -794 -8%
BAM
185
Belpointe Asset Management
Nevada
$261K +$349 +13 +0.1%
MAFM
186
Mid Atlantic Financial Management
Pennsylvania
$260K +$10.8K +403 +4%
CGH
187
Crossmark Global Holdings
Texas
$254K +$6.36K +237 +3%
AQR Capital Management
188
AQR Capital Management
Connecticut
$252K -$233K -8,688 -48%
Chevy Chase Trust
189
Chevy Chase Trust
Maryland
$249K -$170K -6,349 -41%
PBO
190
Peoples Bank (Ohio)
Ohio
$249K -$6.71K -250 -3%
BBA
191
Braun-Bostich & Associates
Pennsylvania
$244K
PA
192
Profund Advisors
Maryland
$242K +$235K +8,740 New
TA
193
Teton Advisors
New York
$241K +$234K +8,701 New
DWM
194
Doyle Wealth Management
Florida
$234K +$227K +8,468 New
DHFB
195
Dixon Hubard Feinour & Brown
Virginia
$232K +$227K +8,451 New
HF
196
HRT Financial
New York
$230K +$224K +8,347 New
II
197
Inspire Investing
Idaho
$225K -$32.2K -1,200 -13%
DC
198
Davenport & Co
Virginia
$225K +$218K +8,127 New
AIMCA
199
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$224K +$218K +8,100 New
ZCA
200
Zeke Capital Advisors
Pennsylvania
$218K -$104K -3,885 -33%

UBSI Hedge Fund Activity: Q2 2020 in Review

270 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q2 2020, worth a combined $2.38B — up 44% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new UBSI positions and 38 closed out — a net gain of 29 holders — while 106 added to existing stakes and 56 trimmed.

The largest buyer was State Street, adding an estimated $98.3M. The largest seller was Citadel Advisors, cutting an estimated $9.82M.

  • 270 institutional investors held United Bankshares (UBSI) as of Q2 2020, up from 242 in Q1 2020.
  • Funds reported $2.38B of United Bankshares stock for Q2 2020, up 44% quarter-over-quarter.
  • 67 funds opened new United Bankshares positions in Q2 2020 and 38 closed out, a net change of +29 holders.
  • The largest United Bankshares buyer in Q2 2020 was State Street, an estimated $98.3M added.
  • The largest United Bankshares seller in Q2 2020 was Citadel Advisors, an estimated $9.82M sold.

Based on aggregated 13F filings for Q2 2020.