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United Bankshares
UBSI

Overview Fund Activity

258 hedge funds and large institutions have $2.69B invested in United Bankshares in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 75 increasing their positions, 87 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
+3
Holders Change %
+1.18%
% of All Funds
5.91%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
25
Increased
75
Reduced
87
Closed
20
Calls
$785K
Puts
$1K
Net Calls
+$784K
Net Calls Change
+$662K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$349M
2
SAM
Silvercrest Asset Management
New York
$30.6M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$6.54M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
$7.27M
5
KCM
Kennedy Capital Management
Missouri
$10.8M

Top Sellers

1
State Street
State Street
Massachusetts
$367M
2
Macquarie Group
Macquarie Group
Australia
$13.2M
3
HA
Heartland Advisors
Wisconsin
$16.2M
4
Citadel Advisors
Citadel Advisors
Florida
$870K
5
WI
WBI Investments
New Jersey
$5.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
226
Parallel Advisors
California
$19K – – –
AOWM
227
Alpha Omega Wealth Management
Virginia
$18K -$4.68K -127 -21%
JFA
228
JNBA Financial Advisors
Minnesota
$18K +$18K +489 New
GWS
229
Glassman Wealth Services
Virginia
$17K – – –
WIM
230
Westside Investment Management
California
$16.1K – – –
QCG
231
Quadrant Capital Group
Ohio
$16K – – –
S
232
SignatureFD
Georgia
$15K – – –
JA
233
JOYN Advisors
Georgia
$14K +$1.51K +41 +12%
APA
234
American Portfolios Advisors
New York
$13.4K -$12.8K -352 -49%
VCM
235
Versant Capital Management
Arizona
$13K -$444 -13 -3%
PCG
236
Private Capital Group
Connecticut
$13K – – –
RFC
237
Regions Financial Corp
Alabama
$12K – – –
ML
238
McAdam LLC
Pennsylvania
$9K – – –
DAM
239
Delta Asset Management
Tennessee
$8K – – –
DOA
240
D'Orazio & Associates
Virginia
$8K – – –
FHA
241
Flagship Harbor Advisors
Massachusetts
$7K – – –
CFA
242
Carroll Financial Associates
North Carolina
$7K +$171 +5 +3%
AIS
243
Accurate Investment Solutions
Pennsylvania
$6K – – –
GAM
244
Gemmer Asset Management
California
$6K – – –
MIM
245
Macroview Investment Management
Maryland
$5K – – –
ASN
246
Advisory Services Network
Georgia
$5K – – –
SCM
247
Southport Capital Management
Tennessee
$5K +$5K +142 New
PFSC
248
Peoples Financial Services Corp
Pennsylvania
$3K – – –
PFBT
249
Parkside Financial Bank & Trust
Missouri
$3K – – –
BWL
250
Bogart Wealth LLC
Virginia
$3K – – –
7 8 9
10
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