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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
SAM
176
Securian Asset Management
Minnesota
$271K -$7.29K -280 -2%
SF
177
Synovus Financial
Georgia
$270K +$15.3K +586 +5%
NGA
178
Naples Global Advisors
Florida
$261K -$36.5K -1,400 -10%
GLLW
179
Graves Light Lenhart Wealth
Virginia
$256K -$147K -5,642 -32%
MAFM
180
Mid Atlantic Financial Management
Pennsylvania
$255K -$18.1K -694 -7%
AB
181
Amalgamated Bank
New York
$252K -$2.19K -84 -0.7%
TFA
182
Toth Financial Advisory
Virginia
$252K
SO
183
STRS Ohio
Ohio
$249K -$78.1K -3,000 -21%
P
184
Pitcairn
Pennsylvania
$244K -$72.1K -2,770 -20%
CC
185
Cipher Capital
New York
$243K +$295K +11,326 New
CFG
186
Citizens Financial Group
Rhode Island
$237K -$1.98K -76 -0.7%
PAMU
187
Pictet Asset Management (UK)
United Kingdom
$233K +$282K +10,830 New
AA
188
ALPS Advisors
Colorado
$233K +$282K +10,835 New
Two Sigma Advisers
189
Two Sigma Advisers
New York
$219K -$78.1K -3,000 -23%
VFA
190
Valeo Financial Advisors
Indiana
$203K -$9.58K -368 -4%
BAM
191
Belpointe Asset Management
Nevada
$202K
BBA
192
Braun-Bostich & Associates
Pennsylvania
$190K
LWA
193
Lenox Wealth Advisors
New York
$148K
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$120K +$182 +7 +0.1%
GWM
195
Geneos Wealth Management
Colorado
$115K
VRM
196
Vectors Research Management
New York
$110K
TPWA
197
TRUE Private Wealth Advisors
Oregon
$109K
Macquarie Group
198
Macquarie Group
Australia
$103K
CAPTRUST Financial Advisors
199
CAPTRUST Financial Advisors
North Carolina
$95K +$29.4K +1,129 +36%
TRCT
200
Tower Research Capital (TRC)
New York
$91K -$596K -22,897 -84%

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.