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United Bancorp
UBCP

19 hedge funds and large institutions have $8.29M invested in United Bancorp in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

19% more funds holding

Funds holding: 16 → 19 (+3)

0.3% less ownership

Funds ownership: 12.64% → 12.34% (-0.3%)

9% less capital invested

Capital invested by funds: $9.11M → $8.29M (-$821K)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

Holders
19
Holders Change
+3
Holders Change %
+18.75%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
4
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$135K
2
HR
Howe & Rusling
New York
+$37.3K
3
SWP
Stratos Wealth Partners
Ohio
+$25.4K
4
Deutsche Bank
Deutsche Bank
Germany
+$17.8K
5
MCWS
McKinley Carter Wealth Services
West Virginia
+$11.9K

Top Sellers

Rank Fund Capital Flow
1
WB
WesBanco Bank
West Virginia
-$206K
2
RA
Raffles Associates
New York
-$199K
3
Vanguard Group
Vanguard Group
Pennsylvania
-$147K
4
HNB
Huntington National Bank
Ohio
-$116K
5
RHCA
Rosenthal Henry Capital Advisors
Indiana
-$44.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
WB
1
WesBanco Bank
West Virginia
$2.83M -$206K -16,182 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.32M -$147K -11,572 -6%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$749K +$242 +19 +0%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$524K – – –
Morgan Stanley
5
Morgan Stanley
New York
$422K +$135K +10,609 +48%
KCM
6
Kennedy Capital Management
Missouri
$414K -$8.22K -647 -2%
RHCA
7
Rosenthal Henry Capital Advisors
Indiana
$324K -$44.5K -3,500 -12%
LWCFA
8
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$201K – – –
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$167K – – –
HNB
10
Huntington National Bank
Ohio
$118K -$116K -9,159 -50%
BlackRock
11
BlackRock
New York
$56K -$37.5K -2,947 -41%
Deutsche Bank
12
Deutsche Bank
Germany
$42K +$17.8K +1,400 +74%
HR
13
Howe & Rusling
New York
$38K +$37.3K +2,937 New
SWP
14
Stratos Wealth Partners
Ohio
$26K +$25.4K +2,000 New
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$22K +$5.15K +405 +31%
UBS Group
16
UBS Group
Switzerland
$20K -$5.29K -416 -21%
MCWS
17
McKinley Carter Wealth Services
West Virginia
$12K +$11.9K +935 New
TRCT
18
Tower Research Capital (TRC)
New York
$4K +$3.81K +300 New
RA
19
Raffles Associates
New York
– -$199K -15,000 Closed
Wells Fargo
20
Wells Fargo
California
– -$13 -1 -50%

UBCP Hedge Fund Activity: Q1 2018 in Review

19 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in United Bancorp (UBCP) for Q1 2018, worth a combined $8.29M — down 9% from $9.11M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new UBCP positions and 1 closed out — a net gain of 3 holders — while 4 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $135K. The largest seller was WesBanco Bank, cutting an estimated $206K.

  • 19 institutional investors held United Bancorp (UBCP) as of Q1 2018, up from 16 in Q4 2017.
  • Funds reported $8.29M of United Bancorp stock for Q1 2018, down 9% quarter-over-quarter.
  • 4 funds opened new United Bancorp positions in Q1 2018 and 1 closed out, a net change of +3 holders.
  • The largest United Bancorp buyer in Q1 2018 was Morgan Stanley, an estimated $135K added.
  • The largest United Bancorp seller in Q1 2018 was WesBanco Bank, an estimated $206K sold.

Based on aggregated 13F filings for Q1 2018.