We are live on ! Find out more
UBSI icon

United Bankshares

270 hedge funds and large institutions have $2.38B invested in United Bankshares in 2020 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 106 increasing their positions, 56 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

89% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 56

76% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 38

44% more capital invested

Capital invested by funds: $1.66B → $2.38B (+$725M)

12% more funds holding

Funds holding: 242270 (+28)

2% more call options, than puts

Call options by funds: $885K | Put options by funds: $869K

4.28% less ownership

Funds ownership: 70.48%66.19% (-4.3%)

Holders
270
Holders Change
+28
Holders Change %
+11.57%
% of All Funds
5.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
67
Increased
106
Reduced
56
Closed
38
Calls
$885K
Puts
$869K
Net Calls
+$16K
Net Calls Change
-$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$465M +$76.9M +2,863,675 +21%
State Street
2
State Street
Massachusetts
$346M +$98.3M +3,662,350 +42%
Vanguard Group
3
Vanguard Group
Pennsylvania
$344M +$63.1M +2,350,710 +23%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$168M +$18.2M +677,781 +13%
EARNEST Partners
5
EARNEST Partners
Georgia
$65.9M +$581K +21,629 +0.9%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$62.7M +$21.7M +807,232 +55%
Northern Trust
7
Northern Trust
Illinois
$54.5M +$10.6M +394,619 +25%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$53.2M +$11.8M +440,386 +30%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$50.6M -$3.8M -141,559 -7%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$47M +$5.85M +217,802 +15%
SAM
11
Silvercrest Asset Management
New York
$38.1M +$209K +7,793 +0.6%
Norges Bank
12
Norges Bank
Norway
$36.5M -$1.14M -42,342 -3%
UBV
13
United Bank (Virginia)
Virginia
$30.3M +$322K +11,989 +1%
JP Morgan Chase
14
JP Morgan Chase
New York
$29.5M -$165K -6,142 -0.6%
Charles Schwab
15
Charles Schwab
California
$29M +$5.21M +194,185 +23%
Goldman Sachs
16
Goldman Sachs
New York
$25.9M +$2.48M +92,412 +11%
TCM
17
Tributary Capital Management
Nebraska
$23.1M +$13.3M +496,674 +146%
ProShare Advisors
18
ProShare Advisors
Maryland
$21.5M -$476K -17,727 -2%
Citadel Advisors
19
Citadel Advisors
Florida
$21.1M -$9.82M -365,804 -32%
N
20
Nuveen
North Carolina
$19.7M +$6.39M +237,947 +50%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$15.7M +$559K +20,825 +4%
Bank of America
22
Bank of America
North Carolina
$15.1M +$566K +21,093 +4%
M&T Bank
23
M&T Bank
New York
$14.9M -$544K -20,264 -4%
Victory Capital Management
24
Victory Capital Management
Texas
$14.7M +$13.4M +500,555 +1,635%
Invesco
25
Invesco
Georgia
$14.2M -$715K -26,614 -5%

UBSI Hedge Fund Activity: Q2 2020 in Review

270 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q2 2020, worth a combined $2.38B — up 44% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new UBSI positions and 38 closed out — a net gain of 29 holders — while 106 added to existing stakes and 56 trimmed.

The largest buyer was State Street, adding an estimated $98.3M. The largest seller was Citadel Advisors, cutting an estimated $9.82M.

  • 270 institutional investors held United Bankshares (UBSI) as of Q2 2020, up from 242 in Q1 2020.
  • Funds reported $2.38B of United Bankshares stock for Q2 2020, up 44% quarter-over-quarter.
  • 67 funds opened new United Bankshares positions in Q2 2020 and 38 closed out, a net change of +29 holders.
  • The largest United Bankshares buyer in Q2 2020 was State Street, an estimated $98.3M added.
  • The largest United Bankshares seller in Q2 2020 was Citadel Advisors, an estimated $9.82M sold.

Based on aggregated 13F filings for Q2 2020.