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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
PCA
276
Personal Capital Advisors
California
-$227K -6,257 Closed
CA
277
Cetera Advisors
Colorado
-$225K -6,250 Closed
CPIG
278
Chicago Partners Investment Group
Illinois
-$191K -5,808 Closed
IIC
279
Integrated Investment Consultants
Michigan
-$205K -5,643 Closed
SPC
280
Sigma Planning Corp
Michigan
-$203K -5,586 Closed
Qube Research & Technologies (QRT)
281
Qube Research & Technologies (QRT)
United Kingdom
-$187K -5,158 Closed
MYIA
282
Mount Yale Investment Advisors
Colorado
-$157K -4,500 Closed
MWPCG
283
Measured Wealth Private Client Group
New Hampshire
-$57K -1,585 Closed
CG
284
Cutler Group
California
-$32K -900 Closed
ZB
285
Zions Bancorporation
Utah
-$33K -900 Closed
Parallax Volatility Advisers
286
Parallax Volatility Advisers
California
-$28K -772 Closed
SWP
287
Stratos Wealth Partners
Ohio
-$23K -619 Closed
JFA
288
JNBA Financial Advisors
Minnesota
-$18K -489 Closed
S
289
SignatureFD
Georgia
-$15K -404 Closed
RFC
290
Regions Financial Corp
Alabama
-$12K -320 Closed
ML
291
McAdam LLC
Pennsylvania
-$9K -254 Closed
FHA
292
Flagship Harbor Advisors
Massachusetts
-$7K -199 Closed
SCM
293
Southport Capital Management
Tennessee
-$5K -142 Closed
APP
294
Avantax Planning Partners
Iowa
-$1K -34 Closed
Carson Wealth (CWM LLC)
295
Carson Wealth (CWM LLC)
Nebraska
-$1K -29 Closed
PWMG
296
Prestige Wealth Management Group
New Jersey
+$439 +13 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.