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United Bankshares
UBSI

Overview Fund Activity

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
Holders
244
Holders Change
+13
Holders Change %
+5.63%
% of All Funds
5.54%
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

Top Buyers

1
UBV
United Bank (Virginia)
Virginia
$34.3M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$67.9M
3
EARNEST Partners
EARNEST Partners
Georgia
$75M
4
NI
Nuance Investments
Missouri
$26.5M
5
State Street
State Street
Massachusetts
$454M

Top Sellers

1
Millennium Management
Millennium Management
New York
$0
2
NFA
Nationwide Fund Advisors
Ohio
$0
3
PP
Paloma Partners
Connecticut
$0
4
Ameriprise
Ameriprise
Minnesota
$15.2M
5
GKIM
GW&K Investment Management
Massachusetts
$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
226
Sound Income Strategies
Florida
$8K +$8K +230 New
DAM
227
Delta Asset Management
Tennessee
$7K +$7K +200 New
GAM
228
Gemmer Asset Management
California
$6K – – –
AIS
229
Accurate Investment Solutions
Pennsylvania
$6K – – –
AFNAS
230
American Financial Network Advisory Services
California
$6K – – –
APA
231
American Portfolios Advisors
New York
$5.91K +$5.91K +170 New
PFBT
232
Parkside Financial Bank & Trust
Missouri
$4K -$1.12K -33 -22%
RWA
233
Ropes Wealth Advisors
Massachusetts
$4K – – –
WCBA
234
Weaver C. Barksdale & Associates
Tennessee
$4K +$649 +18 +19%
PFSC
235
Peoples Financial Services Corp
Pennsylvania
$3K – – –
Carson Wealth (CWM LLC)
236
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
PA
237
Parallel Advisors
California
$3K – – –
BWL
238
Bogart Wealth LLC
Virginia
$2K – – –
PCP
239
Proficio Capital Partners
Massachusetts
$1K +$323 +10 +48%
CIBC Private Wealth Group
240
CIBC Private Wealth Group
Georgia
$1K +$1K +16 New
GI
241
Gradient Investments
Minnesota
$1K +$1K +20 New
PCG
242
Private Capital Group
Connecticut
$24 +$24 +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
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