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United Bankshares

231 hedge funds and large institutions have $2.58B invested in United Bankshares in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 102 increasing their positions, 67 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $528K

52% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 67

3.35% more ownership

Funds ownership: 62.83%66.18% (+3.3%)

0% more capital invested

Capital invested by funds: $2.58B → $2.58B (+$1.21M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 32

3% less funds holding

Funds holding: 238231 (-7)

Holders
231
Holders Change
-7
Holders Change %
-2.94%
% of All Funds
5.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
102
Reduced
67
Closed
32
Calls
$1.25M
Puts
$528K
Net Calls
+$727K
Net Calls Change
+$104K
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
151
Janney Capital Management
Pennsylvania
$481K +$456K +12,961 New
IG
152
ING Group
Netherlands
$478K +$452K +12,855 New
SO
153
STRS Ohio
Ohio
$468K -$77.4K -2,200 -15%
GHCM
154
Glen Harbor Capital Management
California
$431K +$27.5K +782 +7%
SIP
155
Stoneridge Investment Partners
Pennsylvania
$426K -$205K -5,822 -34%
DBT
156
Dubuque Bank & Trust
Iowa
$420K +$19K +539 +5%
PAM
157
Paradigm Asset Management
New York
$401K -$137K -3,900 -27%
CGH
158
Crossmark Global Holdings
Texas
$372K +$352K +10,006 New
MCIM
159
Meadow Creek Investment Management
Georgia
$355K +$22.7K +644 +7%
CA
160
Cetera Advisors
Colorado
$351K -$26.4K -750 -7%
BAM
161
Belpointe Asset Management
Nevada
$344K +$326K +9,254 New
JMPWA
162
JP Morgan Private Wealth Advisors
California
$342K +$1.65K +47 +0.5%
DHFB
163
Dixon Hubard Feinour & Brown
Virginia
$338K
TRCT
164
Tower Research Capital (TRC)
New York
$331K +$192K +5,443 +158%
Stifel Financial
165
Stifel Financial
Missouri
$329K +$313K +8,881 New
DC
166
Davenport & Co
Virginia
$327K +$106 +3 +0%
Fidelity Investments
167
Fidelity Investments
Massachusetts
$326K -$6.16K -175 -2%
DWM
168
Doyle Wealth Management
Florida
$315K +$298K +8,468 New
Teacher Retirement System of Texas
169
Teacher Retirement System of Texas
Texas
$306K +$9.33K +265 +3%
Baird Financial Group
170
Baird Financial Group
Wisconsin
$301K +$2.85K +81 +1%
SCM
171
Shelton Capital Management
Colorado
$300K
LIA
172
LS Investment Advisors
Michigan
$299K -$11.8K -334 -4%
P
173
Pitcairn
Pennsylvania
$295K -$10.9K -311 -4%
HighTower Advisors
174
HighTower Advisors
Illinois
$285K -$10.5K -299 -4%
EP
175
Elkfork Partners
Oregon
$279K +$17.8K +506 +7%

UBSI Hedge Fund Activity: Q3 2017 in Review

231 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q3 2017, worth a combined $2.58B — up 0.05% from $2.58B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of UBSI and 29 opened new positions — a net loss of 3 holders — while 67 trimmed existing stakes and 102 added.

The largest buyer was State Street, adding an estimated $58.7M. The largest seller was Ameriprise, cutting an estimated $70M.

  • 231 institutional investors held United Bankshares (UBSI) as of Q3 2017, down from 238 in Q2 2017.
  • Funds reported $2.58B of United Bankshares stock for Q3 2017, up 0.05% quarter-over-quarter.
  • 29 funds opened new United Bankshares positions in Q3 2017 and 32 closed out, a net change of -3 holders.
  • The largest United Bankshares buyer in Q3 2017 was State Street, an estimated $58.7M added.
  • The largest United Bankshares seller in Q3 2017 was Ameriprise, an estimated $70M sold.

Based on aggregated 13F filings for Q3 2017.