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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 %
GI
251
Gradient Investments
Minnesota
$1K – – –
WWM
252
Wagner Wealth Management
South Carolina
$1K – – –
PCP
253
Proficio Capital Partners
Massachusetts
$1K – – –
Carson Wealth (CWM LLC)
254
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +29 New
APP
255
Avantax Planning Partners
Iowa
$1K +$1K +34 New
Envestnet Asset Management
256
Envestnet Asset Management
Illinois
– -$1.63M -44,704 Closed
Susquehanna International Group
257
Susquehanna International Group
Pennsylvania
– -$1.63M -44,667 Closed
Boston Partners
258
Boston Partners
Massachusetts
– -$1.28M -35,165 Closed
BSW
259
Buckingham Strategic Wealth
Missouri
– -$1.1M -30,120 Closed
Holocene Advisors
260
Holocene Advisors
New York
– -$480K -13,180 Closed
VIA
261
Vident Investment Advisory
Georgia
– -$314K -8,615 Closed
CFB
262
Cullen/Frost Bankers
Texas
– -$294K -8,089 Closed
Nomura Holdings
263
Nomura Holdings
Japan
– -$269K -7,390 Closed
Rafferty Asset Management
264
Rafferty Asset Management
New York
– -$254K -6,969 Closed
HFS
265
HL Financial Services
Kentucky
– -$233K -6,407 Closed
Lazard Asset Management
266
Lazard Asset Management
New York
– -$109K -3,000 Closed
PIA
267
Piedmont Investment Advisors
North Carolina
– -$64K -1,758 Closed
WT
268
Washington Trust
Rhode Island
– -$55K -1,500 Closed
GT
269
Glenmede Trust
Pennsylvania
– -$36K -987 Closed
CF
270
Centaurus Financial
California
– -$29K -790 Closed
SEI Investments
271
SEI Investments
Pennsylvania
– -$23K -625 Closed
CIBC Private Wealth Group
272
CIBC Private Wealth Group
Georgia
– -$18K -502 Closed
GFP
273
Gryphon Financial Partners
Ohio
– -$5K -129 Closed
CA
274
Centerpoint Advisors
Massachusetts
– -$2K -66 Closed
SPIA
275
Steward Partners Investment Advisory
New York
– -$1K -34 Closed
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