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United Bancorp
UBCP

15 hedge funds and large institutions have $8.88M invested in United Bancorp in 2016 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $7.11M → $8.88M (+$1.78M)

12.18% more ownership

Funds ownership: 0% → 12.18% (+12%)

6% less funds holding

Funds holding: 16 → 15 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
15
Holders Change
-1
Holders Change %
-6.25%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$54.7K
2
WB
WesBanco Bank
West Virginia
+$37.5K
3
BFA
BlackRock Fund Advisors
California
+$6.35K
4
Wells Fargo
Wells Fargo
California
+$12

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$1K
2
TRCT
Tower Research Capital (TRC)
New York
-$1K
Name Holding Trade Value Shares
Change 		Change in
Stake
WB
1
WesBanco Bank
West Virginia
$3.52M +$37.5K +3,190 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.84M – – –
CFS
3
Commonwealth Financial Services
West Virginia
$701K – – –
Geode Capital Management
4
Geode Capital Management
Massachusetts
$562K – – –
HNB
5
Huntington National Bank
Ohio
$371K – – –
LWCFA
6
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$210K – – –
RA
7
Raffles Associates
New York
$202K – – –
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$179K – – –
Creative Planning
9
Creative Planning
Kansas
$116K – – –
Morgan Stanley
10
Morgan Stanley
New York
$107K +$54.7K +4,650 +141%
BA
11
BlackRock Advisors
Delaware
$42K – – –
BFA
12
BlackRock Fund Advisors
California
$22K +$6.35K +540 +51%
BIM
13
BlackRock Investment Management
Delaware
$11K – – –
UBS Group
14
UBS Group
Switzerland
$4K – – –
TRCT
15
Tower Research Capital (TRC)
New York
– -$1K -77 Closed
Bank of America
16
Bank of America
North Carolina
– -$1K -47 Closed
Wells Fargo
17
Wells Fargo
California
– +$12 +1 New

UBCP Hedge Fund Activity: Q4 2016 in Review

15 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in United Bancorp (UBCP) for Q4 2016, worth a combined $8.88M — up 25% from $7.11M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of UBCP and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 3 added.

The largest buyer was Morgan Stanley, adding an estimated $54.7K. The largest seller was Bank of America, exiting entirely with an estimated $1K sold.

  • 15 institutional investors held United Bancorp (UBCP) as of Q4 2016, down from 16 in Q3 2016.
  • Funds reported $8.88M of United Bancorp stock for Q4 2016, up 25% quarter-over-quarter.
  • 1 fund opened new United Bancorp positions in Q4 2016 and 2 closed out, a net change of -1 holder.
  • The largest United Bancorp buyer in Q4 2016 was Morgan Stanley, an estimated $54.7K added.
  • The largest United Bancorp seller in Q4 2016 was Bank of America, an estimated $1K sold.

Based on aggregated 13F filings for Q4 2016.