United Bankshares
UBSI
253 hedge funds and large institutions have $2.63B invested in United Bankshares in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 96 increasing their positions, 72 reducing their positions, and 30 closing their positions.
37% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 30
33% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 72
4% more funds holding
Funds holding: 244 → 253 (+9)
2.06% more ownership
Funds ownership: 68.88% → 70.94% (+2.1%)
5% more capital invested
Capital invested by funds: $2.51B → $2.63B (+$113M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
+$38.2M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$21.8M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$21.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$11.5M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$9.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$31.4M |
| 2 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$18.3M |
| 3 |
BlackRock
New York
|
-$12.7M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$6.93M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$6.73M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
STA
276
Summit Trail Advisors
New York
| – | -$99K | -2,786 | Closed |
|
|
CA
277
Calton & Associates
Tampa,
Florida
| – | -$36K | -1,000 | Closed |
|
|
CG
278
Cutler Group
San Francisco,
California
| – | -$11K | -303 | Closed |
|
|
AFNAS
279
American Financial Network Advisory Services
Calabasas,
California
| – | -$6K | -181 | Closed |
|
|
RWA
280
Ropes Wealth Advisors
Boston,
Massachusetts
| – | -$4K | -119 | Closed |
|
281
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$3K | -89 | Closed |
|
UBSI Hedge Fund Activity: Q1 2018 in Review
253 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q1 2018, worth a combined $2.63B — up 4.5% from $2.51B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new UBSI positions and 30 closed out — a net gain of 11 holders — while 96 added to existing stakes and 72 trimmed.
The largest buyer was Anchor Capital Advisors, adding an estimated $38.2M. The largest seller was State Street, cutting an estimated $31.4M.
- 253 institutional investors held United Bankshares (UBSI) as of Q1 2018, up from 244 in Q4 2017.
- Funds reported $2.63B of United Bankshares stock for Q1 2018, up 4.5% quarter-over-quarter.
- 41 funds opened new United Bankshares positions in Q1 2018 and 30 closed out, a net change of +11 holders.
- The largest United Bankshares buyer in Q1 2018 was Anchor Capital Advisors, an estimated $38.2M added.
- The largest United Bankshares seller in Q1 2018 was State Street, an estimated $31.4M sold.
Based on aggregated 13F filings for Q1 2018.