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United Bankshares

265 hedge funds and large institutions have $2.71B invested in United Bankshares in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 89 increasing their positions, 94 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $2.69B → $2.71B (+$17.4M)

0.85% less ownership

Funds ownership: 70.91%70.06% (-0.85%)

5% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 94

2% less funds holding

Funds holding: 271265 (-6)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
265
Holders Change
-6
Holders Change %
-2.21%
% of All Funds
5.81%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
23
Increased
89
Reduced
94
Closed
28
Calls
$598K
Puts
Net Calls
+$598K
Net Calls Change
+$91K
Name Holding Trade Value Shares
Change
Change in
Stake
EIA
201
Edgemoor Investment Advisors
Maryland
$247K
Arrowstreet Capital
202
Arrowstreet Capital
Massachusetts
$239K +$233K +6,300 New
PCA
203
Personal Capital Advisors
California
$238K -$31K -836 -12%
DA
204
Duality Advisers
Florida
$238K +$233K +6,290 New
RCA
205
Rowland Carmichael Advisors
Arizona
$228K
OSIA
206
O'Shares Investment Advisers
Massachusetts
$218K +$213K +5,746 New
TWM
207
Tolleson Wealth Management
Texas
$204K +$197K +5,327 New
LIA
208
LS Investment Advisors
Michigan
$198K +$5.59K +151 +3%
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$149K -$556 -15 -0.4%
Bessemer Group
210
Bessemer Group
New Jersey
$137K
TRCT
211
Tower Research Capital (TRC)
New York
$124K +$17.3K +468 +17%
Ohio Public Employees Retirement System (OPERS)
212
Ohio Public Employees Retirement System (OPERS)
Ohio
$98K
IA
213
IFP Advisors
Florida
$98K +$95.5K +2,579 New
Mitsubishi UFJ Trust & Banking
214
Mitsubishi UFJ Trust & Banking
Japan
$93K +$90.8K +2,451 New
Fidelity Investments
215
Fidelity Investments
Massachusetts
$87K -$53.3K -1,439 -39%
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$83K -$18K -485 -18%
BWA
217
Burt Wealth Advisors
Maryland
$74K
FHA
218
First Horizon Advisors
Tennessee
$70K
FIA
219
FNY Investment Advisers
New York
$65K +$3.7K +100 +6%
BCWM
220
Bartlett & Co Wealth Management
Ohio
$61.1K +$59.3K +1,600 New
BC
221
Bartlett & Co
Ohio
$61K +$59.3K +1,600 New
SFS
222
Sowell Financial Services
Arkansas
$45K +$43.8K +1,182 New
RCAG
223
Rehmann Capital Advisory Group
Michigan
$39.5K -$3.41K -92 -8%
PCG
224
Private Capital Group
Connecticut
$36K +$21.4K +577 +158%
ClearBridge Investments
225
ClearBridge Investments
New York
$33K -$74 -2 -0.2%

UBSI Hedge Fund Activity: Q3 2019 in Review

265 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q3 2019, worth a combined $2.71B — up 0.65% from $2.69B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of UBSI and 23 opened new positions — a net loss of 5 holders — while 94 trimmed existing stakes and 89 added.

The largest buyer was Norges Bank, adding an estimated $11.6M. The largest seller was State Street, cutting an estimated $17.5M.

  • 265 institutional investors held United Bankshares (UBSI) as of Q3 2019, down from 271 in Q2 2019.
  • Funds reported $2.71B of United Bankshares stock for Q3 2019, up 0.65% quarter-over-quarter.
  • 23 funds opened new United Bankshares positions in Q3 2019 and 28 closed out, a net change of -5 holders.
  • The largest United Bankshares buyer in Q3 2019 was Norges Bank, an estimated $11.6M added.
  • The largest United Bankshares seller in Q3 2019 was State Street, an estimated $17.5M sold.

Based on aggregated 13F filings for Q3 2019.