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United Bankshares

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

78,400% more call options, than puts

Call options by funds: $785K | Put options by funds: $1K

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

1% more funds holding

Funds holding: 255258 (+3)

0.98% less ownership

Funds ownership: 72.28%71.29% (-0.98%)

3% less capital invested

Capital invested by funds: $2.77B → $2.69B (-$76.6M)

14% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 87

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
258
Holders Change
+3
Holders Change %
+1.18%
% of All Funds
5.9%
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
Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
Parallel Advisors
California
$19K
AOWM
227
Alpha Omega Wealth Management
Virginia
$18K -$4.82K -127 -21%
JFA
228
JNBA Financial Advisors
Minnesota
$18K +$18.5K +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 +$1.55K +41 +12%
APA
234
American Portfolios Advisors
New York
$13.4K -$13.3K -352 -49%
VCM
235
Versant Capital Management
Arizona
$13K -$493 -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 +$190 +5 +3%
AIS
243
Accurate Investment Solutions
Pennsylvania
$6K
GAM
244
Gemmer Asset Management
California
$6K
ASN
245
Advisory Services Network
Georgia
$5K
MIM
246
Macroview Investment Management
Maryland
$5K
SCM
247
Southport Capital Management
Tennessee
$5K +$5.38K +142 New
BWL
248
Bogart Wealth LLC
Virginia
$3K
PFBT
249
Parkside Financial Bank & Trust
Missouri
$3K
PFSC
250
Peoples Financial Services Corp
Pennsylvania
$3K

UBSI Hedge Fund Activity: Q3 2018 in Review

258 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q3 2018, worth a combined $2.69B — down 2.8% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new UBSI positions and 20 closed out — a net gain of 5 holders — while 75 added to existing stakes and 87 trimmed.

The largest buyer was Vanguard Group, adding an estimated $10.8M. The largest seller was State Street, cutting an estimated $69.5M.

  • 258 institutional investors held United Bankshares (UBSI) as of Q3 2018, up from 255 in Q2 2018.
  • Funds reported $2.69B of United Bankshares stock for Q3 2018, down 2.8% quarter-over-quarter.
  • 25 funds opened new United Bankshares positions in Q3 2018 and 20 closed out, a net change of +5 holders.
  • The largest United Bankshares buyer in Q3 2018 was Vanguard Group, an estimated $10.8M added.
  • The largest United Bankshares seller in Q3 2018 was State Street, an estimated $69.5M sold.

Based on aggregated 13F filings for Q3 2018.