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United Bankshares

271 hedge funds and large institutions have $2.69B invested in United Bankshares in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 118 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,675% more call options, than puts

Call options by funds: $511K | Put options by funds: $4K

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

2% more funds holding

Funds holding: 266271 (+5)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less capital invested

Capital invested by funds: $2.7B → $2.69B (-$7.6M)

2.91% less ownership

Funds ownership: 73.83%70.91% (-2.9%)

43% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 118

Holders
271
Holders Change
+5
Holders Change %
+1.88%
% of All Funds
5.89%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
28
Increased
67
Reduced
118
Closed
18
Calls
$511K
Puts
$4K
Net Calls
+$507K
Net Calls Change
+$149K
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
201
Personal Capital Advisors
California
$265K +$33.4K +888 +14%
ECM
202
ExodusPoint Capital Management
New York
$265K +$268K +7,148 New
SCM
203
Shelton Capital Management
Colorado
$257K +$250K +6,658 +2,475%
LWA
204
Lenox Wealth Advisors
New York
$256K
Mercer Global Advisors
205
Mercer Global Advisors
Colorado
$253K -$2.78K -74 -1%
BRWA
206
B. Riley Wealth Advisors
Florida
$252K +$254K +6,765 New
JG
207
Jefferies Group
New York
$244K +$247K +6,578 New
EIA
208
Edgemoor Investment Advisors
Maryland
$241K
EWM
209
Evermay Wealth Management
Virginia
$228K -$41.8K -1,112 -15%
RCA
210
Rowland Carmichael Advisors
Arizona
$223K
COI
211
Capital One Investing
Virginia
$206K
LIA
212
LS Investment Advisors
Michigan
$189K -$15.1K -401 -7%
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$147K +$29.7K +792 +25%
Fidelity Investments
214
Fidelity Investments
Massachusetts
$139K -$61.8K -1,645 -31%
ADEF
215
Adams Diversified Equity Fund
Maryland
$137K -$158K -4,200 -53%
Bessemer Group
216
Bessemer Group
New Jersey
$134K -$6.8K -181 -5%
CSS
217
Cubist Systematic Strategies
Connecticut
$114K +$115K +3,069 New
TRCT
218
Tower Research Capital (TRC)
New York
$105K -$6.08K -162 -5%
PAM
219
Panagora Asset Management
Massachusetts
$103K
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
$99K -$5.26K -140 -5%
Ohio Public Employees Retirement System (OPERS)
221
Ohio Public Employees Retirement System (OPERS)
Ohio
$96K -$1.58K -42 -2%
BWA
222
Burt Wealth Advisors
Maryland
$72K +$54.5K +1,452 +290%
FHA
223
First Horizon Advisors
Tennessee
$68K
FIA
224
FNY Investment Advisers
New York
$60K -$8.49K -226 -12%
KFA
225
Krane Funds Advisors
New York
$59K +$60K +1,597 New

UBSI Hedge Fund Activity: Q2 2019 in Review

271 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q2 2019, worth a combined $2.69B — down 0.28% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new UBSI positions and 18 closed out — a net gain of 10 holders — while 67 added to existing stakes and 118 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $15.5M. The largest seller was Northern Trust, cutting an estimated $32.7M.

  • 271 institutional investors held United Bankshares (UBSI) as of Q2 2019, up from 266 in Q1 2019.
  • Funds reported $2.69B of United Bankshares stock for Q2 2019, down 0.28% quarter-over-quarter.
  • 28 funds opened new United Bankshares positions in Q2 2019 and 18 closed out, a net change of +10 holders.
  • The largest United Bankshares buyer in Q2 2019 was Nuveen, an estimated $15.5M added.
  • The largest United Bankshares seller in Q2 2019 was Northern Trust, an estimated $32.7M sold.

Based on aggregated 13F filings for Q2 2019.