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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
CA
201
Cetera Advisors
Colorado
$219K +$219K +6,079 New
RCA
202
Rowland Carmichael Advisors
Arizona
$218K +$217K +6,015 New
ACM
203
AlphaCrest Capital Management
New York
$218K +$217K +6,023 New
PIA
204
Piedmont Investment Advisors
North Carolina
$207K +$206K +5,708 New
COI
205
Capital One Investing
Virginia
$201K +$200K +5,549 New
Rafferty Asset Management
206
Rafferty Asset Management
New York
$200K +$199K +5,530 New
LIA
207
LS Investment Advisors
Michigan
$199K -$7.21K -200 -4%
Fidelity Investments
208
Fidelity Investments
Massachusetts
$195K +$132K +3,664 +213%
SIC
209
Starr International Company
Switzerland
$184K +$183K +5,064 New
Bessemer Group
210
Bessemer Group
New Jersey
$138K -$7.72K -214 -5%
PI
211
PineBridge Investments
New York
$126K
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$114K -$15.5K -429 -12%
CFB
213
Cullen/Frost Bankers
Texas
$112K +$111K +3,090 New
TRCT
214
Tower Research Capital (TRC)
New York
$108K -$38K -1,054 -26%
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$102K -$57.6K -1,596 -36%
PAM
216
Panagora Asset Management
Massachusetts
$100K +$99.9K +2,769 New
Ohio Public Employees Retirement System (OPERS)
217
Ohio Public Employees Retirement System (OPERS)
Ohio
$96K +$7.5K +208 +9%
IA
218
IFP Advisors
Florida
$82K -$34.4K -953 -29%
FHA
219
First Horizon Advisors
Tennessee
$67K
FIA
220
FNY Investment Advisers
New York
$66K +$2.6K +72 +4%
APA
221
American Portfolios Advisors
New York
$43.4K +$37K +1,025 +596%
Toronto Dominion Bank
222
Toronto Dominion Bank
Ontario, Canada
$43K -$3.71K -103 -8%
RCAG
223
Rehmann Capital Advisory Group
Michigan
$42.5K -$5.77K -160 -12%
TFA
224
Toth Financial Advisory
Virginia
$42K
ACA
225
Anchor Capital Advisors
Massachusetts
$38.8K +$4.61M +127,837 +14%

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.