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United Bankshares

259 hedge funds and large institutions have $1.79B invested in United Bankshares in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 65 increasing their positions, 104 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less call options, than puts

Call options by funds: $1.32M | Put options by funds: $1.36M

2.07% less ownership

Funds ownership: 66.19%64.12% (-2.1%)

4% less funds holding

Funds holding: 270259 (-11)

25% less capital invested

Capital invested by funds: $2.38B → $1.79B (-$592M)

25% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 44

38% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 104

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
259
Holders Change
-11
Holders Change %
-4.07%
% of All Funds
5.23%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
65
Reduced
104
Closed
44
Calls
$1.32M
Puts
$1.36M
Net Calls
-$37K
Net Calls Change
-$53K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$348M -$15.5M -594,006 -4%
State Street
2
State Street
Massachusetts
$262M -$9M -345,655 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$252M -$17.6M -675,451 -5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$132M +$2.64M +101,319 +2%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$54.1M +$6.54M +250,983 +11%
EARNEST Partners
6
EARNEST Partners
Georgia
$51.2M +$111K +4,278 +0.2%
Northern Trust
7
Northern Trust
Illinois
$40.6M -$1.99M -76,359 -4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$40.2M -$1.33M -51,134 -3%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$37.6M -$2.08M -79,825 -4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$34.8M -$2.01M -77,214 -5%
SAM
11
Silvercrest Asset Management
New York
$29M -$721K -27,673 -2%
UBV
12
United Bank (Virginia)
Virginia
$23.5M +$26.1K +1,002 +0.1%
Norges Bank
13
Norges Bank
Norway
$23.1M -$6.4M -245,962 -19%
Charles Schwab
14
Charles Schwab
California
$22.6M +$94.2K +3,617 +0.3%
JP Morgan Chase
15
JP Morgan Chase
New York
$22M -$723K -27,762 -3%
Citadel Advisors
16
Citadel Advisors
Florida
$19.7M +$3.97M +152,643 +20%
ProShare Advisors
17
ProShare Advisors
Maryland
$17.7M +$1.18M +45,128 +6%
Invesco
18
Invesco
Georgia
$13.5M +$3.04M +116,601 +23%
N
19
Nuveen
North Carolina
$13.2M -$2.54M -97,603 -14%
TCM
20
Tributary Capital Management
Nebraska
$12.8M -$6.19M -237,717 -28%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$12.2M
Morgan Stanley
22
Morgan Stanley
New York
$11.9M +$6.79M +260,945 +88%
M&T Bank
23
M&T Bank
New York
$11.2M -$422K -16,209 -3%
Bank of America
24
Bank of America
North Carolina
$10.5M -$1.56M -60,045 -11%
Victory Capital Management
25
Victory Capital Management
Texas
$10M -$1.67M -64,248 -12%

UBSI Hedge Fund Activity: Q3 2020 in Review

259 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q3 2020, worth a combined $1.79B — down 25% from $2.38B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of UBSI and 33 opened new positions — a net loss of 11 holders — while 104 trimmed existing stakes and 65 added.

The largest buyer was Morgan Stanley, adding an estimated $6.79M. The largest seller was Vanguard Group, cutting an estimated $17.6M.

  • 259 institutional investors held United Bankshares (UBSI) as of Q3 2020, down from 270 in Q2 2020.
  • Funds reported $1.79B of United Bankshares stock for Q3 2020, down 25% quarter-over-quarter.
  • 33 funds opened new United Bankshares positions in Q3 2020 and 44 closed out, a net change of -11 holders.
  • The largest United Bankshares buyer in Q3 2020 was Morgan Stanley, an estimated $6.79M added.
  • The largest United Bankshares seller in Q3 2020 was Vanguard Group, an estimated $17.6M sold.

Based on aggregated 13F filings for Q3 2020.