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United Bankshares

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.

New
Increased
Maintained
Reduced
Closed

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: 244253 (+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: 43 (-1)

Holders
253
Holders Change
+9
Holders Change %
+3.69%
% of All Funds
5.8%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
41
Increased
96
Reduced
72
Closed
30
Calls
$726K
Puts
Net Calls
+$726K
Net Calls Change
+$21K
Name Holding Trade Value Shares
Change
Change in
Stake
HA
26
Heartland Advisors
Wisconsin
$20.8M +$950K +26,241 +5%
HA
27
Homestead Advisers
Virginia
$19.8M
Ameriprise
28
Ameriprise
Minnesota
$16.4M +$986K +27,237 +6%
Principal Financial Group
29
Principal Financial Group
Iowa
$16M +$333K +9,203 +2%
SCM
30
Sterling Capital Management
North Carolina
$15.9M +$2.03M +56,207 +14%
ProShare Advisors
31
ProShare Advisors
Maryland
$15.6M +$6.89M +190,398 +76%
Brown Advisory
32
Brown Advisory
Maryland
$13.6M +$1.27M +35,011 +10%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$10.5M +$1.41M +38,962 +15%
CIP
34
Chartwell Investment Partners
Pennsylvania
$10.3M +$879K +24,300 +9%
Man Group
35
Man Group
United Kingdom
$10.3M +$10.6M +292,676 New
First Trust Advisors
36
First Trust Advisors
Illinois
$9.59M +$2.65M +73,262 +37%
AIG
37
American International Group
New York
$9.59M -$381K -10,540 -4%
TCIM
38
TIAA CREF Investment Management
New York
$9.44M -$514K -14,201 -5%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$9.29M +$52K +1,437 +0.5%
UCFA
40
United Capital Financial Advisors
Texas
$9.18M +$1.15M +31,841 +14%
NI
41
Nuance Investments
Missouri
$9.04M -$18.3M -506,737 -66%
Deutsche Bank
42
Deutsche Bank
Germany
$8.66M -$6.93M -191,413 -44%
Millennium Management
43
Millennium Management
New York
$7.92M +$8.13M +224,654 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$7.68M +$6.5M +179,690 +469%
SCA
45
STALEY CAPITAL ADVISERS
Pennsylvania
$7.05M -$199K -5,500 -3%
TA
46
Teachers Advisors
New York
$7.03M +$177K +4,886 +3%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$6.71M -$315K -8,711 -4%
MPI
48
Mairs & Power Inc
Minnesota
$6.5M -$406K -11,228 -6%
BCM
49
Basswood Capital Management
New York
$6.35M
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$6.26M -$462K -12,774 -7%

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.