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United Bankshares

217 hedge funds and large institutions have $2.23B invested in United Bankshares in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 94 increasing their positions, 56 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

418% more call options, than puts

Call options by funds: $1.36M | Put options by funds: $262K

68% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 56

2.72% more ownership

Funds ownership: 62.42%65.14% (+2.7%)

5% less capital invested

Capital invested by funds: $2.34B → $2.23B (-$113M)

8% less funds holding

Funds holding: 235217 (-18)

34% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 32

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
217
Holders Change
-18
Holders Change %
-7.66%
% of All Funds
5.4%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
21
Increased
94
Reduced
56
Closed
32
Calls
$1.36M
Puts
$262K
Net Calls
+$1.09M
Net Calls Change
-$2.83M
Name Holding Trade Value Shares
Change
Change in
Stake
MSA
101
Mason Street Advisors
Wisconsin
$801K +$58.3K +1,324 +8%
PA
102
Profund Advisors
Maryland
$790K -$211K -4,790 -20%
MERSOM
103
Municipal Employees' Retirement System of Michigan
Michigan
$778K +$138K +3,140 +21%
MCWS
104
McKinley Carter Wealth Services
West Virginia
$761K +$22.6K +513 +3%
IPC
105
Independent Portfolio Consultants
Florida
$746K +$37.7K +855 +5%
AIP
106
Ameritas Investment Partners
Nebraska
$738K +$344K +7,800 +81%
Verition Fund Management
107
Verition Fund Management
Connecticut
$738K +$571K +12,973 +289%
SAM
108
Silvercrest Asset Management
New York
$721K
PP
109
Palladium Partners
Virginia
$690K
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$688K -$200K -4,546 -22%
SSB
111
Sandy Spring Bank
Maryland
$676K -$8.81K -200 -1%
CAM
112
Capstone Asset Management
Texas
$649K +$29.1K +660 +4%
RA
113
RFG Advisory
Alabama
$620K +$342K +7,770 +104%
EWM
114
Evermay Wealth Management
Virginia
$612K +$77.1K +1,750 +14%
Truist Financial
115
Truist Financial
North Carolina
$589K
Tudor Investment Corp
116
Tudor Investment Corp
Connecticut
$560K -$5.69M -129,148 -91%
CB
117
Commerce Bank
Missouri
$558K +$294K +6,675 +102%
Envestnet Asset Management
118
Envestnet Asset Management
Illinois
$536K +$30.3K +688 +6%
Public Employees Retirement Association of Colorado
119
Public Employees Retirement Association of Colorado
Colorado
$533K
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$521K -$11.9M -271,036 -96%
AG
121
Aperio Group
California
$485K -$20.8K -473 -4%
RJFSA
122
Raymond James Financial Services Advisors
Florida
$470K +$138K +3,141 +39%
O
123
OppenheimerFunds
New York
$451K +$210K +4,758 +80%
CAMG
124
CWA Asset Management Group
Florida
$443K +$39K +886 +9%
D.E. Shaw & Co
125
D.E. Shaw & Co
New York
$438K -$3.26M -74,063 -88%

UBSI Hedge Fund Activity: Q1 2017 in Review

217 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q1 2017, worth a combined $2.23B — down 4.8% from $2.34B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of UBSI and 21 opened new positions — a net loss of 11 holders — while 56 trimmed existing stakes and 94 added.

The largest buyer was BlackRock, adding an estimated $547M. The largest seller was Dimensional Fund Advisors, cutting an estimated $15M.

  • 217 institutional investors held United Bankshares (UBSI) as of Q1 2017, down from 235 in Q4 2016.
  • Funds reported $2.23B of United Bankshares stock for Q1 2017, down 4.8% quarter-over-quarter.
  • 21 funds opened new United Bankshares positions in Q1 2017 and 32 closed out, a net change of -11 holders.
  • The largest United Bankshares buyer in Q1 2017 was BlackRock, an estimated $547M added.
  • The largest United Bankshares seller in Q1 2017 was Dimensional Fund Advisors, an estimated $15M sold.

Based on aggregated 13F filings for Q1 2017.