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United Bankshares

271 hedge funds and large institutions have $2.69B invested in United Bankshares in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 118 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,675% more call options, than puts

Call options by funds: $511K | Put options by funds: $4K

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

2% more funds holding

Funds holding: 266271 (+5)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less capital invested

Capital invested by funds: $2.7B → $2.69B (-$7.6M)

2.91% less ownership

Funds ownership: 73.83%70.91% (-2.9%)

43% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 118

Holders
271
Holders Change
+5
Holders Change %
+1.88%
% of All Funds
5.89%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
28
Increased
67
Reduced
118
Closed
18
Calls
$511K
Puts
$4K
Net Calls
+$507K
Net Calls Change
+$149K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$524M -$3.23M -86,077 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$365M -$2.61M -69,609 -0.7%
State Street
3
State Street
Massachusetts
$340M -$18.6M -494,451 -5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$192M +$7.75M +206,409 +4%
EARNEST Partners
5
EARNEST Partners
Georgia
$79M -$1.93M -51,297 -2%
Northern Trust
6
Northern Trust
Illinois
$73.7M -$32.7M -870,355 -30%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$69.7M +$387K +10,316 +0.6%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$51.9M +$354K +9,420 +0.7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$48.9M +$2.18M +58,123 +5%
UBV
10
United Bank (Virginia)
Virginia
$48.9M -$1.47M -39,166 -3%
Goldman Sachs
11
Goldman Sachs
New York
$44.7M -$253K -6,724 -0.6%
SAM
12
Silvercrest Asset Management
New York
$42.7M +$1.39M +36,975 +3%
Bank of America
13
Bank of America
North Carolina
$42M -$2.46M -65,569 -5%
ACA
14
Anchor Capital Advisors
Massachusetts
$38.5M -$1.23M -32,640 -3%
Norges Bank
15
Norges Bank
Norway
$35.8M +$1.98M +52,693 +6%
JP Morgan Chase
16
JP Morgan Chase
New York
$35.2M +$11.4M +303,402 +46%
Wells Fargo
17
Wells Fargo
California
$31.4M -$2.01M -53,447 -6%
Charles Schwab
18
Charles Schwab
California
$28.4M +$289K +7,682 +1%
TCM
19
Tributary Capital Management
Nebraska
$28.1M -$15.2K -406 -0.1%
ProShare Advisors
20
ProShare Advisors
Maryland
$24.5M +$2.76M +73,592 +13%
M&T Bank
21
M&T Bank
New York
$23.3M -$180K -4,804 -0.8%
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$20.9M -$183K -4,873 -0.9%
Invesco
23
Invesco
Georgia
$20.3M -$25.5M -680,250 -55%
GKIM
24
GW&K Investment Management
Massachusetts
$17.7M -$354K -9,433 -2%
Principal Financial Group
25
Principal Financial Group
Iowa
$16.4M -$242K -6,437 -1%

UBSI Hedge Fund Activity: Q2 2019 in Review

271 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q2 2019, worth a combined $2.69B — down 0.28% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new UBSI positions and 18 closed out — a net gain of 10 holders — while 67 added to existing stakes and 118 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $15.5M. The largest seller was Northern Trust, cutting an estimated $32.7M.

  • 271 institutional investors held United Bankshares (UBSI) as of Q2 2019, up from 266 in Q1 2019.
  • Funds reported $2.69B of United Bankshares stock for Q2 2019, down 0.28% quarter-over-quarter.
  • 28 funds opened new United Bankshares positions in Q2 2019 and 18 closed out, a net change of +10 holders.
  • The largest United Bankshares buyer in Q2 2019 was Nuveen, an estimated $15.5M added.
  • The largest United Bankshares seller in Q2 2019 was Northern Trust, an estimated $32.7M sold.

Based on aggregated 13F filings for Q2 2019.