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United Bankshares

242 hedge funds and large institutions have $1.66B invested in United Bankshares in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 84 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,839% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $72K

0.38% less ownership

Funds ownership: 70.86%70.48% (-0.38%)

14% less funds holding

Funds holding: 281242 (-39)

14% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 84

41% less capital invested

Capital invested by funds: $2.78B → $1.66B (-$1.13B)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

52% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 71

Holders
242
Holders Change
-39
Holders Change %
-13.88%
% of All Funds
5.33%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
72
Reduced
84
Closed
71
Calls
$1.4M
Puts
$72K
Net Calls
+$1.32M
Net Calls Change
-$918K
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
201
First Horizon Advisors
Tennessee
$18K -$33.1K -1,055 -57%
IA
202
IFP Advisors
Florida
$18K -$10.5K -334 -32%
PCG
203
Private Capital Group
Connecticut
$16K -$1.29K -41 -6%
FMT
204
First Mercantile Trust
Tennessee
$14K +$2.13K +68 +12%
PSC
205
Piper Sandler & Co
Minnesota
$14K +$18.9K +601 New
GKIM
206
GW&K Investment Management
Massachusetts
$11K -$15.7M -500,998 -100%
Rockefeller Capital Management
207
Rockefeller Capital Management
New York
$11K
CAW
208
Cornerstone Advisors (Washington)
Washington
$11K +$7.13K +227 +91%
GWS
209
Glassman Wealth Services
Virginia
$10K -$377 -12 -3%
AW
210
Alpha Windward
Massachusetts
$10K
CIA
211
CSat Investment Advisory
Michigan
$9K +$2.1K +67 +20%
ASN
212
Advisory Services Network
Georgia
$8K +$11.3K +359 New
SFS
213
Sowell Financial Services
Arkansas
$7K -$23.1K -735 -71%
BCA
214
Berman Capital Advisors
Georgia
$7K +$10.6K +337 New
KFI
215
Key Financial Inc
Pennsylvania
$6K +$7.85K +250 New
SF
216
Synovus Financial
Georgia
$6K +$8.98K +286 New
DOA
217
D'Orazio & Associates
Virginia
$5K
PA
218
Parallel Advisors
California
$5K +$4.58K +146 +160%
CB
219
CNB Bank
Pennsylvania
$5K +$6.81K +217 New
LWM
220
Liberty Wealth Management
California
$4K -$7.1K -226 -56%
AIS
221
Accurate Investment Solutions
Pennsylvania
$4K
FHA
222
Flagship Harbor Advisors
Massachusetts
$4K +$5.5K +175 New
BHWM
223
Bay Harbor Wealth Management
Maryland
$3K
FCA
224
FinTrust Capital Advisors
South Carolina
$3K
MIM
225
Macroview Investment Management
Maryland
$3K

UBSI Hedge Fund Activity: Q1 2020 in Review

242 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q1 2020, worth a combined $1.66B — down 41% from $2.78B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of UBSI and 34 opened new positions — a net loss of 37 holders — while 84 trimmed existing stakes and 72 added.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $45.8M. The largest seller was Anchor Capital Advisors, cutting an estimated $38.5M.

  • 242 institutional investors held United Bankshares (UBSI) as of Q1 2020, down from 281 in Q4 2019.
  • Funds reported $1.66B of United Bankshares stock for Q1 2020, down 41% quarter-over-quarter.
  • 34 funds opened new United Bankshares positions in Q1 2020 and 71 closed out, a net change of -37 holders.
  • The largest United Bankshares buyer in Q1 2020 was Janus Henderson Group, an estimated $45.8M added.
  • The largest United Bankshares seller in Q1 2020 was Anchor Capital Advisors, an estimated $38.5M sold.

Based on aggregated 13F filings for Q1 2020.