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United Bankshares
UBSI

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

78,400% more call options, than puts

Call options by funds: $785K | Put options by funds: $1K

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

1% more funds holding

Funds holding: 255 → 258 (+3)

0.98% less ownership

Funds ownership: 72.28% → 71.29% (-0.98%)

3% less capital invested

Capital invested by funds: $2.77B → $2.69B (-$76.6M)

14% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 87

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
258
Holders Change
+3
Holders Change %
+1.18%
% of All Funds
5.9%
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
+$10.8M
2
SAM
Silvercrest Asset Management
New York
+$8.86M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$6.83M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
+$4.09M
5
KCM
Kennedy Capital Management
Missouri
+$3.74M

Top Sellers

1
State Street
State Street
Massachusetts
-$69.5M
2
Macquarie Group
Macquarie Group
Australia
-$17.6M
3
HA
Heartland Advisors
Wisconsin
-$9.38M
4
Citadel Advisors
Citadel Advisors
Florida
-$6.14M
5
WI
WBI Investments
New Jersey
-$4.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$19.2M -$1.05M -27,599 -5%
SCM
27
Sterling Capital Management
North Carolina
$16.9M – – –
Principal Financial Group
28
Principal Financial Group
Iowa
$16.8M -$22.9K -603 -0.1%
HA
29
Heartland Advisors
Wisconsin
$16.2M -$9.38M -247,396 -36%
ProShare Advisors
30
ProShare Advisors
Maryland
$15.7M +$437K +11,530 +3%
Ameriprise
31
Ameriprise
Minnesota
$15.3M -$602K -15,876 -4%
Macquarie Group
32
Macquarie Group
Australia
$13.2M -$17.6M -464,809 -56%
Brown Advisory
33
Brown Advisory
Maryland
$11.9M +$123K +3,248 +1%
PPA
34
Parametric Portfolio Associates
Washington
$11M +$2.27M +59,789 +25%
KCM
35
Kennedy Capital Management
Missouri
$10.8M +$3.74M +98,700 +50%
Deutsche Bank
36
Deutsche Bank
Germany
$10.4M -$2.1M -55,318 -16%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$10.1M +$101K +2,662 +1%
First Trust Advisors
38
First Trust Advisors
Illinois
$10.1M -$306K -8,066 -3%
AIG
39
American International Group
New York
$10M -$4.59K -121 -0%
CIP
40
Chartwell Investment Partners
Pennsylvania
$9.73M -$317K -8,355 -3%
UCFA
41
United Capital Financial Advisors
Texas
$9.12M – – –
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$8.54M +$1.81M +47,706 +25%
TCIM
43
TIAA CREF Investment Management
New York
$7.87M -$1M -26,485 -11%
TA
44
Teachers Advisors
New York
$7.75M +$589K +15,526 +8%
BGIM
45
Brandywine Global Investment Management
Pennsylvania
$7.27M +$4.09M +107,832 +117%
SCA
46
STALEY CAPITAL ADVISERS
Pennsylvania
$7.27M – – –
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$6.98M -$61.8K -1,630 -0.8%
Swiss National Bank
48
Swiss National Bank
Switzerland
$6.64M – – –
BCM
49
Basswood Capital Management
New York
$6.55M – – –
State of Tennessee, Department of Treasury
50
State of Tennessee, Department of Treasury
Tennessee
$6.54M +$6.83M +180,000 New
1
2
3 4 5

UBSI Hedge Fund Activity: Q3 2018 in Review

258 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q3 2018, worth a combined $2.69B — down 2.8% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new UBSI positions and 20 closed out — a net gain of 5 holders — while 75 added to existing stakes and 87 trimmed.

The largest buyer was Vanguard Group, adding an estimated $10.8M. The largest seller was State Street, cutting an estimated $69.5M.

  • 258 institutional investors held United Bankshares (UBSI) as of Q3 2018, up from 255 in Q2 2018.
  • Funds reported $2.69B of United Bankshares stock for Q3 2018, down 2.8% quarter-over-quarter.
  • 25 funds opened new United Bankshares positions in Q3 2018 and 20 closed out, a net change of +5 holders.
  • The largest United Bankshares buyer in Q3 2018 was Vanguard Group, an estimated $10.8M added.
  • The largest United Bankshares seller in Q3 2018 was State Street, an estimated $69.5M sold.

Based on aggregated 13F filings for Q3 2018.