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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
SG Americas Securities
76
SG Americas Securities
New York
$3.12M +$1.07M +28,230 +49%
Citigroup
77
Citigroup
New York
$3M +$1.78M +47,008 +132%
CB
78
Cadence Bank
Mississippi
$2.82M +$46K +1,214 +2%
CS
79
Credit Suisse
Switzerland
$2.81M +$188K +4,969 +7%
ASRS
80
Arizona State Retirement System
Arizona
$2.68M +$27.3K +721 +1%
NAM
81
NTV Asset Management
West Virginia
$2.53M – – –
Comerica Bank
82
Comerica Bank
Texas
$2.49M -$516K -13,594 -15%
JP Morgan Chase
83
JP Morgan Chase
New York
$2.43M -$980K -25,849 -28%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$2.38M – – –
TPSF
85
Texas Permanent School Fund
Texas
$2.38M -$96.1K -2,535 -4%
Canada Life
86
Canada Life
Manitoba, Canada
$2.25M -$758 -20 -0%
AG
87
Aperio Group
California
$2.19M +$243K +6,419 +12%
MLICM
88
Metropolitan Life Insurance Company (MetLife)
New York
$2.14M -$32.4K -855 -1%
MCWS
89
McKinley Carter Wealth Services
West Virginia
$2.12M -$7.17K -189 -0.3%
Stifel Financial
90
Stifel Financial
Missouri
$2.11M -$4.17K -110 -0.2%
Russell Investments Group
91
Russell Investments Group
United Kingdom
$2.08M -$268K -7,080 -11%
AIP
92
Ameritas Investment Partners
Nebraska
$2.07M -$34.7K -914 -2%
EVM
93
Eaton Vance Management
Massachusetts
$1.95M +$6.41K +169 +0.3%
MSA
94
Mason Street Advisors
Wisconsin
$1.94M -$22.8K -602 -1%
Nisa Investment Advisors
95
Nisa Investment Advisors
Missouri
$1.84M +$413K +10,900 +27%
Squarepoint
96
Squarepoint
New York
$1.81M +$1.89M +49,741 New
BCM
97
BHZ Capital Management
California
$1.77M – – –
OAM
98
Oppenheimer Asset Management
New York
$1.75M +$531 +14 +0%
Man Group
99
Man Group
United Kingdom
$1.74M -$1.25M -33,030 -41%
SBSB
100
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.62M -$98.4K -2,596 -5%
2 3
4
5 6

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.