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United Bankshares

266 hedge funds and large institutions have $2.7B invested in United Bankshares in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 86 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

18% more capital invested

Capital invested by funds: $2.29B → $2.7B (+$404M)

4% more funds holding

Funds holding: 256266 (+10)

2.54% more ownership

Funds ownership: 71.29%73.83% (+2.5%)

3% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 89

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
266
Holders Change
+10
Holders Change %
+3.91%
% of All Funds
5.76%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
33
Increased
86
Reduced
89
Closed
21
Calls
$358K
Puts
Net Calls
+$358K
Net Calls Change
+$358K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$516M -$9.48M -262,916 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$359M +$3.06M +84,925 +0.9%
State Street
3
State Street
Massachusetts
$350M -$9.12M -252,940 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$181M +$13.4M +372,800 +8%
Northern Trust
5
Northern Trust
Illinois
$104M +$347K +9,607 +0.3%
EARNEST Partners
6
EARNEST Partners
Georgia
$79M +$807K +22,377 +1%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$67.7M -$5.21M -144,536 -7%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$50.4M +$877K +24,319 +2%
UBV
9
United Bank (Virginia)
Virginia
$49.2M +$13.2M +365,364 +37%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$45.7M +$2.66M +73,710 +6%
Invesco
11
Invesco
Georgia
$44.5M +$25.7M +711,172 +138%
Goldman Sachs
12
Goldman Sachs
New York
$43.9M +$15.4M +427,570 +55%
Bank of America
13
Bank of America
North Carolina
$43.4M +$8.42M +233,350 +24%
SAM
14
Silvercrest Asset Management
New York
$40.4M +$10M +278,123 +33%
Norges Bank
15
Norges Bank
Norway
$33.1M
Wells Fargo
16
Wells Fargo
California
$32.6M +$1.75M +48,586 +6%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.1M -$367K -10,165 -1%
TCM
18
Tributary Capital Management
Nebraska
$27.5M +$3.32M +92,038 +14%
Charles Schwab
19
Charles Schwab
California
$27.5M +$1.2M +33,349 +5%
JP Morgan Chase
20
JP Morgan Chase
New York
$23.7M +$20.8M +577,959 +770%
M&T Bank
21
M&T Bank
New York
$22.9M +$412K +11,414 +2%
ProShare Advisors
22
ProShare Advisors
Maryland
$21.2M +$1.91M +52,898 +10%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$20.6M +$101K +2,800 +0.5%
GKIM
24
GW&K Investment Management
Massachusetts
$17.7M +$190K +5,269 +1%
Principal Financial Group
25
Principal Financial Group
Iowa
$16.3M -$142K -3,930 -0.9%

UBSI Hedge Fund Activity: Q1 2019 in Review

266 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q1 2019, worth a combined $2.7B — up 18% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new UBSI positions and 21 closed out — a net gain of 12 holders — while 86 added to existing stakes and 89 trimmed.

The largest buyer was Invesco, adding an estimated $25.7M. The largest seller was Homestead Advisers, cutting an estimated $16.2M.

  • 266 institutional investors held United Bankshares (UBSI) as of Q1 2019, up from 256 in Q4 2018.
  • Funds reported $2.7B of United Bankshares stock for Q1 2019, up 18% quarter-over-quarter.
  • 33 funds opened new United Bankshares positions in Q1 2019 and 21 closed out, a net change of +12 holders.
  • The largest United Bankshares buyer in Q1 2019 was Invesco, an estimated $25.7M added.
  • The largest United Bankshares seller in Q1 2019 was Homestead Advisers, an estimated $16.2M sold.

Based on aggregated 13F filings for Q1 2019.