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United Bankshares

238 hedge funds and large institutions have $2.58B invested in United Bankshares in 2017 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 113 increasing their positions, 48 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 48

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

71% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 31

16% more capital invested

Capital invested by funds: $2.23B → $2.58B (+$354M)

10% more funds holding

Funds holding: 217238 (+21)

2.31% less ownership

Funds ownership: 65.14%62.83% (-2.3%)

Holders
238
Holders Change
+21
Holders Change %
+9.68%
% of All Funds
5.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
53
Increased
113
Reduced
48
Closed
31
Calls
$623K
Puts
Net Calls
+$623K
Net Calls Change
-$471K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
101
Citigroup
New York
$1.51M +$1.31M +32,953 +599%
BCM
102
BlueCrest Capital Management
Jersey
$1.5M +$369K +9,296 +32%
PBO
103
Peoples Bank (Ohio)
Ohio
$1.46M -$9.92K -250 -0.7%
LMGAM
104
Liberty Mutual Group Asset Management
Massachusetts
$1.46M +$1.47M +37,159 New
IPC
105
Independent Portfolio Consultants
Florida
$1.4M +$719K +18,109 +103%
EIA
106
Edgemoor Investment Advisors
Maryland
$1.4M +$1.42M +35,712 New
BCM
107
Bridgeway Capital Management
Texas
$1.38M +$1.39M +35,129 New
Balyasny Asset Management
108
Balyasny Asset Management
Illinois
$1.38M -$945K -23,797 -40%
AG
109
Aperio Group
California
$1.36M +$925K +23,293 +203%
OAM
110
Oppenheimer Asset Management
New York
$1.3M +$7.22K +182 +0.6%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$1.29M +$817K +20,586 +167%
EVM
112
Eaton Vance Management
Massachusetts
$1.27M -$3.37K -85 -0.3%
T. Rowe Price Associates
113
T. Rowe Price Associates
Maryland
$1.21M +$82.8K +2,087 +7%
LSERS
114
Louisiana State Employees Retirement System
Louisiana
$1.07M -$222K -5,600 -17%
CHC
115
City Holding Co
West Virginia
$948K
RJA
116
Raymond James & Associates
Florida
$942K +$47.6K +1,200 +5%
US Bancorp
117
US Bancorp
Minnesota
$925K +$109K +2,753 +13%
Envestnet Asset Management
118
Envestnet Asset Management
Illinois
$915K +$424K +10,673 +84%
HFS
119
HL Financial Services
Kentucky
$900K
TRSOTSOK
120
Teachers Retirement System of the State of Kentucky
Kentucky
$871K -$186K -4,677 -17%
SG Americas Securities
121
SG Americas Securities
New York
$871K +$783K +19,717 +785%
TD Asset Management
122
TD Asset Management
Ontario, Canada
$848K +$11.9K +300 +1%
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$830K -$991K -24,970 -54%
PP
124
Paloma Partners
Connecticut
$799K +$809K +20,379 New
SAM
125
Silvercrest Asset Management
New York
$781K +$113K +2,850 +17%

UBSI Hedge Fund Activity: Q2 2017 in Review

238 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q2 2017, worth a combined $2.58B — up 16% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new UBSI positions and 31 closed out — a net gain of 22 holders — while 113 added to existing stakes and 48 trimmed.

The largest buyer was State Street, adding an estimated $102M. The largest seller was Ameriprise, cutting an estimated $24.7M.

  • 238 institutional investors held United Bankshares (UBSI) as of Q2 2017, up from 217 in Q1 2017.
  • Funds reported $2.58B of United Bankshares stock for Q2 2017, up 16% quarter-over-quarter.
  • 53 funds opened new United Bankshares positions in Q2 2017 and 31 closed out, a net change of +22 holders.
  • The largest United Bankshares buyer in Q2 2017 was State Street, an estimated $102M added.
  • The largest United Bankshares seller in Q2 2017 was Ameriprise, an estimated $24.7M sold.

Based on aggregated 13F filings for Q2 2017.