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United Bankshares

244 hedge funds and large institutions have $2.51B invested in United Bankshares in 2017 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 88 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $448K

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

14% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 77

6% more funds holding

Funds holding: 231244 (+13)

2.71% more ownership

Funds ownership: 66.18%68.88% (+2.7%)

3% less capital invested

Capital invested by funds: $2.58B → $2.51B (-$70.1M)

Holders
244
Holders Change
+13
Holders Change %
+5.63%
% of All Funds
5.53%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
37
Increased
88
Reduced
77
Closed
22
Calls
$1.15M
Puts
$448K
Net Calls
+$705K
Net Calls Change
-$22K
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
226
Sound Income Strategies
Florida
$8K +$8.29K +230 New
DAM
227
Delta Asset Management
Tennessee
$7K +$7.21K +200 New
AIS
228
Accurate Investment Solutions
Pennsylvania
$6K
AFNAS
229
American Financial Network Advisory Services
California
$6K
GAM
230
Gemmer Asset Management
California
$6K
APA
231
American Portfolios Advisors
New York
$5.91K +$6.13K +170 New
PFBT
232
Parkside Financial Bank & Trust
Missouri
$4K -$1.19K -33 -22%
RWA
233
Ropes Wealth Advisors
Massachusetts
$4K
WCBA
234
Weaver C. Barksdale & Associates
Tennessee
$4K +$649 +18 +19%
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$3K
PA
236
Parallel Advisors
California
$3K
PFSC
237
Peoples Financial Services Corp
Pennsylvania
$3K
BWL
238
Bogart Wealth LLC
Virginia
$2K
PCP
239
Proficio Capital Partners
Massachusetts
$1K +$361 +10 +48%
CIBC Private Wealth Group
240
CIBC Private Wealth Group
Georgia
$1K +$577 +16 New
GI
241
Gradient Investments
Minnesota
$1K +$721 +20 New
PCG
242
Private Capital Group
Connecticut
$24 +$24.4K +677 New
Millennium Management
243
Millennium Management
New York
-$19.7M -529,668 Closed
NFA
244
Nationwide Fund Advisors
Ohio
-$9.05M -243,603 Closed
PP
245
Paloma Partners
Connecticut
-$6.72M -180,811 Closed
CM
246
Crestline Management
Texas
-$3.79M -102,000 Closed
JAM
247
Jupiter Asset Management
United Kingdom
-$2.67M -71,806 Closed
BCM
248
BlueCrest Capital Management
Jersey
-$2.64M -71,070 Closed
JG
249
Jefferies Group
New York
-$2.2M -59,111 Closed
Two Sigma Advisers
250
Two Sigma Advisers
New York
-$2.19M -58,955 Closed

UBSI Hedge Fund Activity: Q4 2017 in Review

244 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q4 2017, worth a combined $2.51B — down 2.7% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new UBSI positions and 22 closed out — a net gain of 15 holders — while 88 added to existing stakes and 77 trimmed.

The largest buyer was United Bank (Virginia), opening a new position worth an estimated $35.6M. The largest seller was Millennium Management, exiting entirely with an estimated $19.7M sold.

  • 244 institutional investors held United Bankshares (UBSI) as of Q4 2017, up from 231 in Q3 2017.
  • Funds reported $2.51B of United Bankshares stock for Q4 2017, down 2.7% quarter-over-quarter.
  • 37 funds opened new United Bankshares positions in Q4 2017 and 22 closed out, a net change of +15 holders.
  • The largest United Bankshares buyer in Q4 2017 was United Bank (Virginia), an estimated $35.6M added.
  • The largest United Bankshares seller in Q4 2017 was Millennium Management, an estimated $19.7M sold.

Based on aggregated 13F filings for Q4 2017.