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United Bankshares

259 hedge funds and large institutions have $1.79B invested in United Bankshares in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 65 increasing their positions, 104 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less call options, than puts

Call options by funds: $1.32M | Put options by funds: $1.36M

2.07% less ownership

Funds ownership: 66.19%64.12% (-2.1%)

4% less funds holding

Funds holding: 270259 (-11)

25% less capital invested

Capital invested by funds: $2.38B → $1.79B (-$592M)

25% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 44

38% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 104

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
259
Holders Change
-11
Holders Change %
-4.07%
% of All Funds
5.23%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
65
Reduced
104
Closed
44
Calls
$1.32M
Puts
$1.36M
Net Calls
-$37K
Net Calls Change
-$53K
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
201
Ohio Public Employees Retirement System (OPERS)
Ohio
$69K +$6.09K +234 +8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
202
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$68K +$83K +3,189 New
NICM
203
Neo Ivy Capital Management
New York
$66K +$77.3K +2,967 +2,318%
APC
204
Aspire Private Capital
North Carolina
$66K +$79.6K +3,056 New
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$58K +$20K +768 +40%
FBT
206
First Bank & Trust
South Dakota
$47K -$8.8K -338 -13%
BWA
207
Burt Wealth Advisors
Maryland
$44K
FFA
208
Founders Financial Alliance
North Carolina
$44K +$54.9K +2,108 New
SWM
209
Sugarloaf Wealth Management
Georgia
$39K +$599 +23 +1%
HFRG
210
Houlihan Financial Resource Group
Virginia
$36K +$32.2K +1,235 New
BCWM
211
Bartlett & Co Wealth Management
Ohio
$34.9K
BC
212
Bartlett & Co
Ohio
$34K
CI Investments Inc
213
CI Investments Inc
Ontario, Canada
$27K +$32.8K +1,258 New
FHA
214
First Horizon Advisors
Tennessee
$25K -$11.2K -429 -27%
PCG
215
Private Capital Group
Connecticut
$25K -$9.32K -358 -24%
AIM
216
Anchor Investment Management
South Carolina
$24.3K
CFA
217
Carroll Financial Associates
North Carolina
$24K -$365 -14 -1%
GT
218
Glenmede Trust
Pennsylvania
$21K
PA
219
Parallel Advisors
California
$20K +$5.68K +218 +30%
CFD
220
Creative Financial Designs
Indiana
$19K
PAM
221
Panagora Asset Management
Massachusetts
$19K
Bessemer Group
222
Bessemer Group
New Jersey
$18K
BBL
223
Beck Bode LLC
Massachusetts
$17K +$21K +808 New
Fidelity Investments
224
Fidelity Investments
Massachusetts
$14K -$859 -33 -5%
QT
225
Quantbot Technologies
New York
$13K +$16.2K +622 New

UBSI Hedge Fund Activity: Q3 2020 in Review

259 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q3 2020, worth a combined $1.79B — down 25% from $2.38B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of UBSI and 33 opened new positions — a net loss of 11 holders — while 104 trimmed existing stakes and 65 added.

The largest buyer was Morgan Stanley, adding an estimated $6.79M. The largest seller was Vanguard Group, cutting an estimated $17.6M.

  • 259 institutional investors held United Bankshares (UBSI) as of Q3 2020, down from 270 in Q2 2020.
  • Funds reported $1.79B of United Bankshares stock for Q3 2020, down 25% quarter-over-quarter.
  • 33 funds opened new United Bankshares positions in Q3 2020 and 44 closed out, a net change of -11 holders.
  • The largest United Bankshares buyer in Q3 2020 was Morgan Stanley, an estimated $6.79M added.
  • The largest United Bankshares seller in Q3 2020 was Vanguard Group, an estimated $17.6M sold.

Based on aggregated 13F filings for Q3 2020.