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United Bankshares

281 hedge funds and large institutions have $2.78B invested in United Bankshares in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 87 increasing their positions, 91 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 20

6% more funds holding

Funds holding: 265281 (+16)

3% more capital invested

Capital invested by funds: $2.71B → $2.78B (+$77.8M)

0.8% more ownership

Funds ownership: 70.06%70.86% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 91

Holders
281
Holders Change
+16
Holders Change %
+6.04%
% of All Funds
5.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
45
Increased
87
Reduced
91
Closed
20
Calls
$2.24M
Puts
Net Calls
+$2.24M
Net Calls Change
+$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$553M +$5.96M +154,542 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$382M -$37.2K -965 -0%
State Street
3
State Street
Massachusetts
$320M -$15.6M -403,577 -5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$205M -$12.3K -320 -0%
EARNEST Partners
5
EARNEST Partners
Georgia
$88.7M +$4.91M +127,424 +6%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$66.3M -$3.02M -78,406 -4%
Northern Trust
7
Northern Trust
Illinois
$61.1M -$683K -17,721 -1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$57.1M +$4.24M +110,061 +8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$54.2M +$1.17M +30,362 +2%
ACA
10
Anchor Capital Advisors
Massachusetts
$51.3M +$10M +259,233 +24%
Norges Bank
11
Norges Bank
Norway
$51.1M +$1.63M +42,184 +3%
SAM
12
Silvercrest Asset Management
New York
$46.4M +$1.83M +47,574 +4%
JP Morgan Chase
13
JP Morgan Chase
New York
$42M +$2.37M +61,508 +6%
UBV
14
United Bank (Virginia)
Virginia
$41.7M -$370K -9,595 -0.9%
Goldman Sachs
15
Goldman Sachs
New York
$36.6M -$3.17M -82,254 -8%
Wells Fargo
16
Wells Fargo
California
$34.2M +$556K +14,412 +2%
Bank of America
17
Bank of America
North Carolina
$32.6M -$7.42M -192,435 -19%
Charles Schwab
18
Charles Schwab
California
$31.4M +$655K +16,985 +2%
ProShare Advisors
19
ProShare Advisors
Maryland
$29.3M +$2.08M +53,927 +8%
TCM
20
Tributary Capital Management
Nebraska
$27.5M -$831K -21,548 -3%
M&T Bank
21
M&T Bank
New York
$23.7M +$39.3K +1,020 +0.2%
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$21.2M -$617K -16,000 -3%
Invesco
23
Invesco
Georgia
$19.5M +$1.06M +27,404 +6%
GKIM
24
GW&K Investment Management
Massachusetts
$19.4M -$668K -17,324 -3%
Millennium Management
25
Millennium Management
New York
$19.4M +$19.3M +501,155 New

UBSI Hedge Fund Activity: Q4 2019 in Review

281 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q4 2019, worth a combined $2.78B — up 2.9% from $2.71B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new UBSI positions and 20 closed out — a net gain of 25 holders — while 87 added to existing stakes and 91 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $19.3M. The largest seller was State Street, cutting an estimated $15.6M.

  • 281 institutional investors held United Bankshares (UBSI) as of Q4 2019, up from 265 in Q3 2019.
  • Funds reported $2.78B of United Bankshares stock for Q4 2019, up 2.9% quarter-over-quarter.
  • 45 funds opened new United Bankshares positions in Q4 2019 and 20 closed out, a net change of +25 holders.
  • The largest United Bankshares buyer in Q4 2019 was Millennium Management, an estimated $19.3M added.
  • The largest United Bankshares seller in Q4 2019 was State Street, an estimated $15.6M sold.

Based on aggregated 13F filings for Q4 2019.