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United Bankshares

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

46% more call options, than puts

Call options by funds: $386K | Put options by funds: $264K

15% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 80

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

5% more capital invested

Capital invested by funds: $2.63B → $2.77B (+$139M)

1.34% more ownership

Funds ownership: 70.94%72.28% (+1.3%)

1% more funds holding

Funds holding: 253255 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
255
Holders Change
+2
Holders Change %
+0.79%
% of All Funds
5.84%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
226
CIBC Private Wealth Group
Georgia
$18K +$2.18K +61 +14%
GWS
227
Glassman Wealth Services
Virginia
$17K -$215 -6 -1%
WIM
228
Westside Investment Management
California
$16.4K
QCG
229
Quadrant Capital Group
Ohio
$16K -$9.1K -254 -34%
EA
230
Edge Advisors
Georgia
$16K
S
231
SignatureFD
Georgia
$15K +$5.94K +166 +70%
VCM
232
Versant Capital Management
Arizona
$14K
PCG
233
Private Capital Group
Connecticut
$13K -$7.81K -218 -37%
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$12K
JA
235
JOYN Advisors
Georgia
$12K +$10.8K +301 +772%
RFC
236
Regions Financial Corp
Alabama
$12K +$11.5K +320 New
ML
237
McAdam LLC
Pennsylvania
$9K
DAM
238
Delta Asset Management
Tennessee
$8K
DOA
239
D'Orazio & Associates
Virginia
$8K
CFA
240
Carroll Financial Associates
North Carolina
$7K
FHA
241
Flagship Harbor Advisors
Massachusetts
$7K +$7.13K +199 New
AIS
242
Accurate Investment Solutions
Pennsylvania
$6K
GAM
243
Gemmer Asset Management
California
$6K +$107 +3 +2%
ASN
244
Advisory Services Network
Georgia
$5K -$11K -307 -71%
GFP
245
Gryphon Financial Partners
Ohio
$5K
MIM
246
Macroview Investment Management
Maryland
$5K
PFBT
247
Parkside Financial Bank & Trust
Missouri
$3K -$1.25K -35 -30%
PFSC
248
Peoples Financial Services Corp
Pennsylvania
$3K
BWL
249
Bogart Wealth LLC
Virginia
$2K
CA
250
Centerpoint Advisors
Massachusetts
$2K +$2.36K +66 New

UBSI Hedge Fund Activity: Q2 2018 in Review

255 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q2 2018, worth a combined $2.77B — up 5.3% from $2.63B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new UBSI positions and 23 closed out — a net gain of 3 holders — while 92 added to existing stakes and 80 trimmed.

The largest buyer was Silvercrest Asset Management, adding an estimated $21.1M. The largest seller was State Street, cutting an estimated $10.5M.

  • 255 institutional investors held United Bankshares (UBSI) as of Q2 2018, up from 253 in Q1 2018.
  • Funds reported $2.77B of United Bankshares stock for Q2 2018, up 5.3% quarter-over-quarter.
  • 26 funds opened new United Bankshares positions in Q2 2018 and 23 closed out, a net change of +3 holders.
  • The largest United Bankshares buyer in Q2 2018 was Silvercrest Asset Management, an estimated $21.1M added.
  • The largest United Bankshares seller in Q2 2018 was State Street, an estimated $10.5M sold.

Based on aggregated 13F filings for Q2 2018.