We are live on ! Find out more
UBSI icon

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
Bank of Nova Scotia
151
Bank of Nova Scotia
Ontario, Canada
$498K +$504K +12,700 New
EWM
152
Evermay Wealth Management
Virginia
$475K -$93.8K -2,363 -16%
VRS
153
Virginia Retirement Systems
Virginia
$463K +$274K +6,900 +141%
Capstone Investment Advisors
154
Capstone Investment Advisors
New York
$458K +$464K +11,700 New
AA
155
ALPS Advisors
Colorado
$431K +$437K +11,005 New
GHCM
156
Glen Harbor Capital Management
California
$424K +$216K +5,440 +101%
DBT
157
Dubuque Bank & Trust
Iowa
$422K +$251K +6,330 +142%
AA
158
AQR Arbitrage
Connecticut
$422K +$428K +10,772 New
LPL Financial
159
LPL Financial
California
$410K +$416K +10,471 New
CA
160
Cetera Advisors
Colorado
$408K +$3.97K +100 +1%
SS
161
Simplicity Solutions
Minnesota
$388K +$393K +9,896 New
CAMG
162
CWA Asset Management Group
Florida
$376K -$35.2K -886 -8%
CAM
163
Capstone Asset Management
Texas
$374K -$231K -5,816 -38%
AG
164
Advisor Group
Arizona
$371K +$60.2K +1,517 +19%
JMPWA
165
JP Morgan Private Wealth Advisors
California
$359K +$364K +9,159 New
DHFB
166
Dixon Hubard Feinour & Brown
Virginia
$357K
Fidelity Investments
167
Fidelity Investments
Massachusetts
$351K +$166K +4,189 +88%
MCIM
168
Meadow Creek Investment Management
Georgia
$349K +$178K +4,480 +101%
DC
169
Davenport & Co
Virginia
$344K +$11.4K +288 +3%
SI
170
Stephens Inc
Arkansas
$343K +$76.5K +1,928 +28%
RA
171
RFG Advisory
Alabama
$342K -$249K -6,261 -41%
VKH
172
Virtu KCG Holdings
New York
$340K -$27.9K -702 -7%
LTFS
173
Ladenburg Thalmann Financial Services
Florida
$340K +$48.1K +1,212 +16%
LIA
174
LS Investment Advisors
Michigan
$328K +$223K +5,613 +203%
P
175
Pitcairn
Pennsylvania
$324K +$328K +8,259 New

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.