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United Bankshares
UBSI

Overview Fund Activity

255 hedge funds and large institutions have $2.77B invested in United Bankshares in 2018 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 92 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+2
Holders Change %
+0.79%
% of All Funds
5.85%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
26
Increased
92
Reduced
80
Closed
23
Calls
$386K
Puts
$264K
Net Calls
+$122K
Net Calls Change
-$604K

Top Buyers

1
SAM
Silvercrest Asset Management
New York
$22.2M
2
BlackRock
BlackRock
New York
$512M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$150M
4
WI
WBI Investments
New Jersey
$9.86M
5
Vanguard Group
Vanguard Group
Pennsylvania
$339M

Top Sellers

1
State Street
State Street
Massachusetts
$434M
2
NI
Nuance Investments
Missouri
$0
3
Millennium Management
Millennium Management
New York
$0
4
Man Group
Man Group
United Kingdom
$2.95M
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
226
CIBC Private Wealth Group
Georgia
$18K +$2.19K +61 +14%
GWS
227
Glassman Wealth Services
Virginia
$17K -$219 -6 -1%
WIM
228
Westside Investment Management
California
$16.4K – – –
QCG
229
Quadrant Capital Group
Ohio
$16K -$8.14K -254 -34%
EA
230
Edge Advisors
Georgia
$16K – – –
S
231
SignatureFD
Georgia
$15K +$6.16K +166 +70%
VCM
232
Versant Capital Management
Arizona
$14K – – –
PCG
233
Private Capital Group
Connecticut
$13K -$7.74K -218 -37%
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$12K – – –
JA
235
JOYN Advisors
Georgia
$12K +$10.6K +301 +772%
RFC
236
Regions Financial Corp
Alabama
$12K +$12K +320 New
ML
237
McAdam LLC
Pennsylvania
$9K – – –
DOA
238
D'Orazio & Associates
Virginia
$8K – – –
DAM
239
Delta Asset Management
Tennessee
$8K – – –
CFA
240
Carroll Financial Associates
North Carolina
$7K – – –
FHA
241
Flagship Harbor Advisors
Massachusetts
$7K +$7K +199 New
AIS
242
Accurate Investment Solutions
Pennsylvania
$6K – – –
GAM
243
Gemmer Asset Management
California
$6K +$103 +3 +2%
ASN
244
Advisory Services Network
Georgia
$5K -$12.4K -307 -71%
MIM
245
Macroview Investment Management
Maryland
$5K – – –
GFP
246
Gryphon Financial Partners
Ohio
$5K – – –
PFBT
247
Parkside Financial Bank & Trust
Missouri
$3K -$1.27K -35 -30%
PFSC
248
Peoples Financial Services Corp
Pennsylvania
$3K – – –
BWL
249
Bogart Wealth LLC
Virginia
$2K – – –
CA
250
Centerpoint Advisors
Massachusetts
$2K +$2K +66 New
8 9
10
11 12