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United Bankshares

270 hedge funds and large institutions have $2.38B invested in United Bankshares in 2020 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 106 increasing their positions, 56 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

89% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 56

76% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 38

44% more capital invested

Capital invested by funds: $1.66B → $2.38B (+$725M)

12% more funds holding

Funds holding: 242270 (+28)

2% more call options, than puts

Call options by funds: $885K | Put options by funds: $869K

4.28% less ownership

Funds ownership: 70.48%66.19% (-4.3%)

Holders
270
Holders Change
+28
Holders Change %
+11.57%
% of All Funds
5.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
67
Increased
106
Reduced
56
Closed
38
Calls
$885K
Puts
$869K
Net Calls
+$16K
Net Calls Change
-$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
201
AlphaCrest Capital Management
New York
$213K +$207K +7,706 New
Baird Financial Group
202
Baird Financial Group
Wisconsin
$203K +$197K +7,326 New
PAMP
203
Polar Asset Management Partners
Ontario, Canada
$202K +$197K +7,318 New
LWA
204
Lenox Wealth Advisors
New York
$191K
LIA
205
LS Investment Advisors
Michigan
$183K +$40K +1,491 +29%
DCM
206
Dupont Capital Management
Delaware
$162K -$18.6K -693 -11%
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$154K +$128K +4,759 +587%
VRM
208
Vectors Research Management
New York
$142K +$137K +5,118 New
TPWA
209
TRUE Private Wealth Advisors
Oregon
$140K
GWM
210
Geneos Wealth Management
Colorado
$140K +$148K +5,507 New
Macquarie Group
211
Macquarie Group
Australia
$133K +$61.8K +2,300 +92%
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$83K +$84K +3,130 New
Ohio Public Employees Retirement System (OPERS)
213
Ohio Public Employees Retirement System (OPERS)
Ohio
$82K +$2.47K +92 +3%
FBT
214
First Bank & Trust
South Dakota
$69K +$28.7K +1,067 +74%
BWA
215
Burt Wealth Advisors
Maryland
$56K
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$54K -$6.93K -258 -12%
SWM
217
Sugarloaf Wealth Management
Georgia
$50K +$48.1K +1,793 New
QCG
218
Quadrant Capital Group
Ohio
$50K +$49K +1,825 New
PI
219
PEAK6 Investments
Illinois
$47K +$24K +892 +109%
BCWM
220
Bartlett & Co Wealth Management
Ohio
$44.8K
BC
221
Bartlett & Co
Ohio
$44K
FHA
222
First Horizon Advisors
Tennessee
$44K +$22K +819 +103%
PCG
223
Private Capital Group
Connecticut
$43K +$22.4K +835 +122%
AIM
224
Anchor Investment Management
South Carolina
$31.3K +$30.3K +1,130 New
CFA
225
Carroll Financial Associates
North Carolina
$31K +$30.9K +1,151 New

UBSI Hedge Fund Activity: Q2 2020 in Review

270 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q2 2020, worth a combined $2.38B — up 44% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new UBSI positions and 38 closed out — a net gain of 29 holders — while 106 added to existing stakes and 56 trimmed.

The largest buyer was State Street, adding an estimated $98.3M. The largest seller was Citadel Advisors, cutting an estimated $9.82M.

  • 270 institutional investors held United Bankshares (UBSI) as of Q2 2020, up from 242 in Q1 2020.
  • Funds reported $2.38B of United Bankshares stock for Q2 2020, up 44% quarter-over-quarter.
  • 67 funds opened new United Bankshares positions in Q2 2020 and 38 closed out, a net change of +29 holders.
  • The largest United Bankshares buyer in Q2 2020 was State Street, an estimated $98.3M added.
  • The largest United Bankshares seller in Q2 2020 was Citadel Advisors, an estimated $9.82M sold.

Based on aggregated 13F filings for Q2 2020.