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United Bankshares

256 hedge funds and large institutions have $2.29B invested in United Bankshares in 2018 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 68 increasing their positions, 97 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

0.01% less ownership

Funds ownership: 71.29%71.29% (-0.01%)

1% less funds holding

Funds holding: 258256 (-2)

2% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 43

15% less capital invested

Capital invested by funds: $2.69B → $2.29B (-$398M)

30% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 97

Holders
256
Holders Change
-2
Holders Change %
-0.78%
% of All Funds
5.7%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
42
Increased
68
Reduced
97
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
226
Cresset Asset Management
Illinois
$9K +$9.42K +279 New
WT
227
Whittier Trust
California
$9K +$9.99K +296 New
PRC
228
Pearl River Capital
Michigan
$9K +$10.1K +300 New
FCA
229
FinTrust Capital Advisors
South Carolina
$8K +$8.61K +255 New
DOA
230
D'Orazio & Associates
Virginia
$7K
AIL
231
AGF Investments LLC
Ontario, Canada
$7K +$8.03K +238 New
GAM
232
Gemmer Asset Management
California
$6K +$135 +4 +2%
APA
233
American Portfolios Advisors
New York
$5.35K -$6.65K -197 -53%
DAM
234
Delta Asset Management
Tennessee
$5K -$1.86K -55 -24%
AIS
235
Accurate Investment Solutions
Pennsylvania
$5K
MIM
236
Macroview Investment Management
Maryland
$5K
QCG
237
Quadrant Capital Group
Ohio
$3K -$11.5K -341 -68%
ASN
238
Advisory Services Network
Georgia
$3K -$371 -11 -9%
PFBT
239
Parkside Financial Bank & Trust
Missouri
$3K
LC
240
Lindbrook Capital
California
$3K +$3.75K +111 New
PA
241
Parallel Advisors
California
$2K -$14.6K -432 -83%
BWL
242
Bogart Wealth LLC
Virginia
$2K
PFSC
243
Peoples Financial Services Corp
Pennsylvania
$2K
PCP
244
Proficio Capital Partners
Massachusetts
$2K +$1.38K +41 +132%
BHWM
245
Bay Harbor Wealth Management
Maryland
$2K +$1.99K +59 New
BBHC
246
Brown Brothers Harriman & Co
New York
$2K +$2.02K +60 New
SEI Investments
247
SEI Investments
Pennsylvania
$2K +$2.23K +66 New
CFA
248
Carroll Financial Associates
North Carolina
$1K -$5.77K -171 -83%
GI
249
Gradient Investments
Minnesota
$1K
LFA
250
Legacy Financial Advisors
Kentucky
$1K +$776 +23 New

UBSI Hedge Fund Activity: Q4 2018 in Review

256 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q4 2018, worth a combined $2.29B — down 15% from $2.69B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of UBSI and 42 opened new positions — a net loss of 1 holder — while 97 trimmed existing stakes and 68 added.

The largest buyer was BlackRock, adding an estimated $15.2M. The largest seller was Macquarie Group, exiting entirely with an estimated $13.2M sold.

  • 256 institutional investors held United Bankshares (UBSI) as of Q4 2018, down from 258 in Q3 2018.
  • Funds reported $2.29B of United Bankshares stock for Q4 2018, down 15% quarter-over-quarter.
  • 42 funds opened new United Bankshares positions in Q4 2018 and 43 closed out, a net change of -1 holder.
  • The largest United Bankshares buyer in Q4 2018 was BlackRock, an estimated $15.2M added.
  • The largest United Bankshares seller in Q4 2018 was Macquarie Group, an estimated $13.2M sold.

Based on aggregated 13F filings for Q4 2018.