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United Bankshares

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

37% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 30

33% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 72

4% more funds holding

Funds holding: 244253 (+9)

2.06% more ownership

Funds ownership: 68.88%70.94% (+2.1%)

5% more capital invested

Capital invested by funds: $2.51B → $2.63B (+$113M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
253
Holders Change
+9
Holders Change %
+3.69%
% of All Funds
5.8%
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
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
226
Westside Investment Management
California
$15.5K
ASN
227
Advisory Services Network
Georgia
$15K +$470 +13 +3%
WDL
228
Well Done LLC
Michigan
$14K +$13.9K +383 New
VCM
229
Versant Capital Management
Arizona
$13K -$290 -8 -2%
CAPTRUST Financial Advisors
230
CAPTRUST Financial Advisors
North Carolina
$11K -$11.1K -308 -48%
RCAG
231
Rehmann Capital Advisory Group
Michigan
$10K +$9.92K +274 New
APA
232
American Portfolios Advisors
New York
$9.8K +$3.91K +108 +64%
ML
233
McAdam LLC
Pennsylvania
$9K +$9.19K +254 New
DOA
234
D'Orazio & Associates
Virginia
$8K
SIS
235
Sound Income Strategies
Florida
$8K
DAM
236
Delta Asset Management
Tennessee
$8K +$1.09K +30 +15%
S
237
SignatureFD
Georgia
$8K +$8.61K +238 New
CFA
238
Carroll Financial Associates
North Carolina
$7K +$7.24K +200 New
GAM
239
Gemmer Asset Management
California
$6K -$434 -12 -7%
AIS
240
Accurate Investment Solutions
Pennsylvania
$6K
GFP
241
Gryphon Financial Partners
Ohio
$5K +$4.67K +129 New
MIM
242
Macroview Investment Management
Maryland
$5K +$5.39K +149 New
PFBT
243
Parkside Financial Bank & Trust
Missouri
$4K
BWL
244
Bogart Wealth LLC
Virginia
$3K
PFSC
245
Peoples Financial Services Corp
Pennsylvania
$3K
MOS
246
MGO One Seven
Ohio
$2K +$1.81K +50 New
GI
247
Gradient Investments
Minnesota
$1K
PCP
248
Proficio Capital Partners
Massachusetts
$1K
CAW
249
Cornerstone Advisors (Washington)
Washington
$1K +$977 +27 New
AF
250
Advisornet Financial
Minnesota
$1K +$1.05K +29 New

UBSI Hedge Fund Activity: Q1 2018 in Review

253 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q1 2018, worth a combined $2.63B — up 4.5% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new UBSI positions and 30 closed out — a net gain of 11 holders — while 96 added to existing stakes and 72 trimmed.

The largest buyer was Anchor Capital Advisors, adding an estimated $38.2M. The largest seller was State Street, cutting an estimated $31.4M.

  • 253 institutional investors held United Bankshares (UBSI) as of Q1 2018, up from 244 in Q4 2017.
  • Funds reported $2.63B of United Bankshares stock for Q1 2018, up 4.5% quarter-over-quarter.
  • 41 funds opened new United Bankshares positions in Q1 2018 and 30 closed out, a net change of +11 holders.
  • The largest United Bankshares buyer in Q1 2018 was Anchor Capital Advisors, an estimated $38.2M added.
  • The largest United Bankshares seller in Q1 2018 was State Street, an estimated $31.4M sold.

Based on aggregated 13F filings for Q1 2018.