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United Bankshares

265 hedge funds and large institutions have $2.71B invested in United Bankshares in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 89 increasing their positions, 94 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $2.69B → $2.71B (+$17.4M)

0.85% less ownership

Funds ownership: 70.91%70.06% (-0.85%)

5% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 94

2% less funds holding

Funds holding: 271265 (-6)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
265
Holders Change
-6
Holders Change %
-2.21%
% of All Funds
5.81%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
23
Increased
89
Reduced
94
Closed
28
Calls
$598K
Puts
Net Calls
+$598K
Net Calls Change
+$91K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$536M +$795K +21,464 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$374M +$1.7M +45,916 +0.5%
State Street
3
State Street
Massachusetts
$329M -$17.5M -471,115 -5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$200M +$3.92M +105,762 +2%
EARNEST Partners
5
EARNEST Partners
Georgia
$82M +$1.35M +36,382 +2%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$67.9M -$3.16M -85,350 -5%
Northern Trust
7
Northern Trust
Illinois
$60.5M -$14.4M -388,131 -20%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$51.9M +$1.92M +51,766 +4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$51.8M -$1.21M -32,620 -2%
Norges Bank
10
Norges Bank
Norway
$48.4M +$11.6M +313,405 +32%
SAM
11
Silvercrest Asset Management
New York
$43.7M +$84.3K +2,276 +0.2%
UBV
12
United Bank (Virginia)
Virginia
$41.2M -$8.51M -229,708 -17%
ACA
13
Anchor Capital Advisors
Massachusetts
$40.4M +$1.06M +28,507 +3%
Bank of America
14
Bank of America
North Carolina
$39.3M -$3.56M -96,147 -8%
Goldman Sachs
15
Goldman Sachs
New York
$38.9M -$6.54M -176,438 -15%
JP Morgan Chase
16
JP Morgan Chase
New York
$38.8M +$2.49M +67,185 +7%
Wells Fargo
17
Wells Fargo
California
$33M +$932K +25,157 +3%
Charles Schwab
18
Charles Schwab
California
$30.1M +$1.09M +29,523 +4%
TCM
19
Tributary Capital Management
Nebraska
$27.7M -$980K -26,469 -3%
ProShare Advisors
20
ProShare Advisors
Maryland
$26.7M +$1.66M +44,860 +7%
M&T Bank
21
M&T Bank
New York
$23.2M -$598K -16,152 -3%
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$21.4M -$5.37K -145 -0%
GKIM
23
GW&K Investment Management
Massachusetts
$19.6M +$1.5M +40,498 +8%
Invesco
24
Invesco
Georgia
$18.1M -$2.58M -69,562 -13%
Principal Financial Group
25
Principal Financial Group
Iowa
$16.7M -$70.3K -1,897 -0.4%

UBSI Hedge Fund Activity: Q3 2019 in Review

265 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q3 2019, worth a combined $2.71B — up 0.65% from $2.69B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of UBSI and 23 opened new positions — a net loss of 5 holders — while 94 trimmed existing stakes and 89 added.

The largest buyer was Norges Bank, adding an estimated $11.6M. The largest seller was State Street, cutting an estimated $17.5M.

  • 265 institutional investors held United Bankshares (UBSI) as of Q3 2019, down from 271 in Q2 2019.
  • Funds reported $2.71B of United Bankshares stock for Q3 2019, up 0.65% quarter-over-quarter.
  • 23 funds opened new United Bankshares positions in Q3 2019 and 28 closed out, a net change of -5 holders.
  • The largest United Bankshares buyer in Q3 2019 was Norges Bank, an estimated $11.6M added.
  • The largest United Bankshares seller in Q3 2019 was State Street, an estimated $17.5M sold.

Based on aggregated 13F filings for Q3 2019.