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United Bankshares

281 hedge funds and large institutions have $2.78B invested in United Bankshares in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 87 increasing their positions, 91 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 20

6% more funds holding

Funds holding: 265281 (+16)

3% more capital invested

Capital invested by funds: $2.71B → $2.78B (+$77.8M)

0.8% more ownership

Funds ownership: 70.06%70.86% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 91

Holders
281
Holders Change
+16
Holders Change %
+6.04%
% of All Funds
5.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
45
Increased
87
Reduced
91
Closed
20
Calls
$2.24M
Puts
Net Calls
+$2.24M
Net Calls Change
+$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
201
Evermay Wealth Management
Virginia
$252K +$252K +6,523 New
SCM
202
Shelton Capital Management
Colorado
$248K -$19.5K -506 -7%
Jane Street
203
Jane Street
New York
$243K +$242K +6,280 New
PCA
204
Personal Capital Advisors
California
$242K -$1.93K -50 -0.8%
SL
205
Signition LP
New York
$230K +$230K +5,962 New
OSIA
206
O'Shares Investment Advisers
Massachusetts
$225K +$3.08K +80 +1%
FHB
207
First Hawaiian Bank
Hawaii
$223K -$76.9K -1,995 -26%
Voloridge Investment Management
208
Voloridge Investment Management
Florida
$210K +$210K +5,443 New
TWM
209
Tolleson Wealth Management
Texas
$208K
LIA
210
LS Investment Advisors
Michigan
$198K -$4.09K -106 -2%
TRCT
211
Tower Research Capital (TRC)
New York
$197K +$69.5K +1,801 +55%
TPWA
212
TRUE Private Wealth Advisors
Oregon
$196K +$194K +5,029 New
Bessemer Group
213
Bessemer Group
New Jersey
$140K
IUHSA
214
Itau Unibanco Holding S.A.
Brazil
$113K +$113K +2,923 New
PHK
215
Point72 Hong Kong
Hong Kong
$106K +$106K +2,742 New
Ohio Public Employees Retirement System (OPERS)
216
Ohio Public Employees Retirement System (OPERS)
Ohio
$102K +$1.66K +43 +2%
Fidelity Investments
217
Fidelity Investments
Massachusetts
$102K +$13.7K +354 +15%
Chevy Chase Trust
218
Chevy Chase Trust
Maryland
$98K +$97.4K +2,525 New
Macquarie Group
219
Macquarie Group
Australia
$97K +$96.4K +2,500 New
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
$85K
BWA
221
Burt Wealth Advisors
Maryland
$75K
PA
222
PSI Advisors
Florida
$72K +$72.8K +1,887 New
FHA
223
First Horizon Advisors
Tennessee
$71K
GDP
224
Great Diamond Partners
Maine
$71K +$71.1K +1,845 New
FIA
225
FNY Investment Advisers
New York
$70K +$3.86K +100 +6%

UBSI Hedge Fund Activity: Q4 2019 in Review

281 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q4 2019, worth a combined $2.78B — up 2.9% from $2.71B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new UBSI positions and 20 closed out — a net gain of 25 holders — while 87 added to existing stakes and 91 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $19.3M. The largest seller was State Street, cutting an estimated $15.6M.

  • 281 institutional investors held United Bankshares (UBSI) as of Q4 2019, up from 265 in Q3 2019.
  • Funds reported $2.78B of United Bankshares stock for Q4 2019, up 2.9% quarter-over-quarter.
  • 45 funds opened new United Bankshares positions in Q4 2019 and 20 closed out, a net change of +25 holders.
  • The largest United Bankshares buyer in Q4 2019 was Millennium Management, an estimated $19.3M added.
  • The largest United Bankshares seller in Q4 2019 was State Street, an estimated $15.6M sold.

Based on aggregated 13F filings for Q4 2019.