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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
CS
76
Credit Suisse
Switzerland
$2.76M -$478K -13,195 -14%
CB
77
Cadence Bank
Mississippi
$2.69M +$903K +24,953 +49%
ASRS
78
Arizona State Retirement System
Arizona
$2.5M -$163K -4,500 -6%
TPSF
79
Texas Permanent School Fund
Texas
$2.45M -$51.8K -1,432 -2%
NAM
80
NTV Asset Management
West Virginia
$2.45M
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$2.31M -$147K -4,059 -6%
JP Morgan Chase
82
JP Morgan Chase
New York
$2.29M -$3.78M -104,526 -62%
Russell Investments Group
83
Russell Investments Group
United Kingdom
$2.27M -$155K -4,277 -6%
EVM
84
Eaton Vance Management
Massachusetts
$2.26M +$1.16M +32,126 +100%
Canada Life
85
Canada Life
Manitoba, Canada
$2.26M +$24.6K +681 +1%
MLICM
86
Metropolitan Life Insurance Company (MetLife)
New York
$2.09M +$27.2K +752 +1%
MCWS
87
McKinley Carter Wealth Services
West Virginia
$2.06M -$13.4K -370 -0.6%
AIP
88
Ameritas Investment Partners
Nebraska
$2.04M +$119K +3,300 +6%
PP
89
Paloma Partners
Connecticut
$2.04M +$2.09M +57,874 New
AG
90
Aperio Group
California
$2.02M +$210K +5,805 +11%
MSA
91
Mason Street Advisors
Wisconsin
$1.86M +$37.4K +1,033 +2%
OAM
92
Oppenheimer Asset Management
New York
$1.69M +$560K +15,472 +48%
SBSB
93
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.69M +$50.7K +1,400 +3%
Stifel Financial
94
Stifel Financial
Missouri
$1.68M +$441K +12,196 +35%
HNB
95
Huntington National Bank
Ohio
$1.6M +$132K +3,645 +9%
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
$1.56M +$833K +23,029 +108%
Natixis Advisors
97
Natixis Advisors
Massachusetts
$1.54M +$1.59M +43,803 New
Squarepoint
98
Squarepoint
New York
$1.53M +$1.57M +43,463 New
VOYA Investment Management
99
VOYA Investment Management
Georgia
$1.48M
Nisa Investment Advisors
100
Nisa Investment Advisors
Missouri
$1.41M -$29.9K -825 -2%

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.