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United Bankshares
UBSI

Overview Fund Activity

253 hedge funds and large institutions have $2.63B invested in United Bankshares in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 96 increasing their positions, 72 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+9
Holders Change %
+3.69%
% of All Funds
5.81%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
41
Increased
96
Reduced
72
Closed
30
Calls
$726K
Puts
–
Net Calls
+$726K
Net Calls Change
+$21K

Top Buyers

1
ACA
Anchor Capital Advisors
Massachusetts
+$37.2M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$21.2M
3
Wells Fargo
Wells Fargo
California
+$20.8M
4
Bank of America
Bank of America
North Carolina
+$11.2M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$9.25M

Top Sellers

1
State Street
State Street
Massachusetts
-$30.6M
2
NI
Nuance Investments
Missouri
-$17.9M
3
BlackRock
BlackRock
New York
-$12.3M
4
Deutsche Bank
Deutsche Bank
Germany
-$6.75M
5
Citadel Advisors
Citadel Advisors
Florida
-$6.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
226
Westside Investment Management
California
$15.5K – – –
ASN
227
Advisory Services Network
Georgia
$15K +$452 +13 +3%
WDL
228
Well Done LLC
Michigan
$14K +$14K +383 New
VCM
229
Versant Capital Management
Arizona
$13K -$264 -8 -2%
CAPTRUST Financial Advisors
230
CAPTRUST Financial Advisors
North Carolina
$11K -$10.3K -308 -48%
RCAG
231
Rehmann Capital Advisory Group
Michigan
$10K +$10K +274 New
APA
232
American Portfolios Advisors
New York
$9.8K +$3.81K +108 +64%
ML
233
McAdam LLC
Pennsylvania
$9K +$9K +254 New
DOA
234
D'Orazio & Associates
Virginia
$8K – – –
SIS
235
Sound Income Strategies
Florida
$8K – – –
DAM
236
Delta Asset Management
Tennessee
$8K +$1.04K +30 +15%
S
237
SignatureFD
Georgia
$8K +$8K +238 New
CFA
238
Carroll Financial Associates
North Carolina
$7K +$7K +200 New
GAM
239
Gemmer Asset Management
California
$6K -$421 -12 -7%
AIS
240
Accurate Investment Solutions
Pennsylvania
$6K – – –
GFP
241
Gryphon Financial Partners
Ohio
$5K +$5K +129 New
MIM
242
Macroview Investment Management
Maryland
$5K +$5K +149 New
PFBT
243
Parkside Financial Bank & Trust
Missouri
$4K – – –
PFSC
244
Peoples Financial Services Corp
Pennsylvania
$3K – – –
BWL
245
Bogart Wealth LLC
Virginia
$3K – – –
MOS
246
MGO One Seven
Ohio
$2K +$2K +50 New
GI
247
Gradient Investments
Minnesota
$1K – – –
PCP
248
Proficio Capital Partners
Massachusetts
$1K – – –
CAW
249
Cornerstone Advisors (Washington)
Washington
$1K +$1K +27 New
AF
250
Advisornet Financial
Minnesota
$1K +$1K +29 New
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10
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