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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
ST
126
Smithfield Trust
Pennsylvania
$727K +$736K +18,555 New
SPC
127
Sigma Planning Corp
Michigan
$711K +$358K +9,012 +99%
NMIMC
128
Northwestern Mutual Investment Management Company
Wisconsin
$707K +$716K +18,048 New
Truist Financial
129
Truist Financial
North Carolina
$687K +$142K +3,584 +26%
PP
130
Palladium Partners
Virginia
$677K +$37.6K +947 +6%
NAMP
131
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$677K +$282K +7,100 +70%
SIP
132
Stoneridge Investment Partners
Pennsylvania
$677K +$686K +17,276 New
AIM
133
Assured Investment Management
New York
$652K +$660K +16,621 New
MCWS
134
McKinley Carter Wealth Services
West Virginia
$644K -$63K -1,588 -9%
SSB
135
Sandy Spring Bank
Maryland
$638K +$11K +277 +2%
Barclays
136
Barclays
United Kingdom
$628K -$571K -14,380 -47%
Verition Fund Management
137
Verition Fund Management
Connecticut
$624K -$61.5K -1,549 -9%
RJFSA
138
Raymond James Financial Services Advisors
Florida
$608K +$174K +4,388 +39%
Los Angeles Capital Management
139
Los Angeles Capital Management
California
$607K +$614K +15,479 New
PA
140
Profund Advisors
Maryland
$606K -$128K -3,227 -17%
COPPSERS
141
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$600K +$607K +15,302 New
Cambridge Investment Research Advisors
142
Cambridge Investment Research Advisors
Iowa
$590K +$233K +5,862 +64%
FMBTD
143
First Midwest Bank Trust Division
Illinois
$582K -$239K -6,011 -29%
SO
144
STRS Ohio
Ohio
$580K +$310K +7,800 +111%
Nomura Holdings
145
Nomura Holdings
Japan
$579K +$587K +14,790 New
PAM
146
Paradigm Asset Management
New York
$576K +$583K +14,700 New
AB
147
Amalgamated Bank
New York
$551K +$189K +4,750 +51%
Pacer Advisors
148
Pacer Advisors
Pennsylvania
$533K +$181K +4,563 +50%
SAM
149
Securian Asset Management
Minnesota
$519K +$525K +13,236 New
CB
150
Commerce Bank
Missouri
$515K -$1.99K -50 -0.4%

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.