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United Bankshares

231 hedge funds and large institutions have $2.58B invested in United Bankshares in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 102 increasing their positions, 67 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $528K

52% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 67

3.35% more ownership

Funds ownership: 62.83%66.18% (+3.3%)

0% more capital invested

Capital invested by funds: $2.58B → $2.58B (+$1.21M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 32

3% less funds holding

Funds holding: 238231 (-7)

Holders
231
Holders Change
-7
Holders Change %
-2.94%
% of All Funds
5.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
102
Reduced
67
Closed
32
Calls
$1.25M
Puts
$528K
Net Calls
+$727K
Net Calls Change
+$104K
Name Holding Trade Value Shares
Change
Change in
Stake
WCBA
226
Weaver C. Barksdale & Associates
Tennessee
$3K +$950 +27 +41%
BWL
227
Bogart Wealth LLC
Virginia
$3K +$2.5K +71 New
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.13K +89 New
PCP
229
Proficio Capital Partners
Massachusetts
$1K +$739 +21 New
ORIO
230
Old Republic International (ORI)
Illinois
-$7.53M -192,000 Closed
BGIM
231
Brandywine Global Investment Management
Pennsylvania
-$5.9M -150,426 Closed
BCM
232
Bridgeway Capital Management
Texas
-$1.38M -35,129 Closed
Balyasny Asset Management
233
Balyasny Asset Management
Illinois
-$1.38M -35,076 Closed
Susquehanna International Group
234
Susquehanna International Group
Pennsylvania
-$1.16M -32,917 Closed
SG Americas Securities
235
SG Americas Securities
New York
-$871K -22,230 Closed
AIM
236
Assured Investment Management
New York
-$652K -16,621 Closed
Los Angeles Capital Management
237
Los Angeles Capital Management
California
-$607K -15,479 Closed
Nomura Holdings
238
Nomura Holdings
Japan
-$579K -14,790 Closed
Bank of Nova Scotia
239
Bank of Nova Scotia
Ontario, Canada
-$498K -12,700 Closed
Capstone Investment Advisors
240
Capstone Investment Advisors
New York
-$458K -11,700 Closed
AA
241
ALPS Advisors
Colorado
-$431K -11,005 Closed
AA
242
AQR Arbitrage
Connecticut
-$422K -10,772 Closed
LPL Financial
243
LPL Financial
California
-$410K -10,471 Closed
SS
244
Simplicity Solutions
Minnesota
-$388K -9,896 Closed
RA
245
RFG Advisory
Alabama
-$342K -9,002 Closed
Chevy Chase Trust
246
Chevy Chase Trust
Maryland
-$316K -8,065 Closed
SB
247
Suntrust Banks
Georgia
-$298K -7,586 Closed
BUB
248
BBVA USA Bancshares
Texas
-$284K -7,237 Closed
CSS
249
Cubist Systematic Strategies
Connecticut
-$248K -6,324 Closed
DADC
250
D.A. Davidson & Co
Montana
-$24K -620 Closed

UBSI Hedge Fund Activity: Q3 2017 in Review

231 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q3 2017, worth a combined $2.58B — up 0.05% from $2.58B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of UBSI and 29 opened new positions — a net loss of 3 holders — while 67 trimmed existing stakes and 102 added.

The largest buyer was State Street, adding an estimated $58.7M. The largest seller was Ameriprise, cutting an estimated $70M.

  • 231 institutional investors held United Bankshares (UBSI) as of Q3 2017, down from 238 in Q2 2017.
  • Funds reported $2.58B of United Bankshares stock for Q3 2017, up 0.05% quarter-over-quarter.
  • 29 funds opened new United Bankshares positions in Q3 2017 and 32 closed out, a net change of -3 holders.
  • The largest United Bankshares buyer in Q3 2017 was State Street, an estimated $58.7M added.
  • The largest United Bankshares seller in Q3 2017 was Ameriprise, an estimated $70M sold.

Based on aggregated 13F filings for Q3 2017.