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United Bankshares

253 hedge funds and large institutions have $2.63B invested in United Bankshares in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 96 increasing their positions, 72 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 30

33% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 72

4% more funds holding

Funds holding: 244253 (+9)

2.06% more ownership

Funds ownership: 68.88%70.94% (+2.1%)

5% more capital invested

Capital invested by funds: $2.51B → $2.63B (+$113M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
253
Holders Change
+9
Holders Change %
+3.69%
% of All Funds
5.8%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
41
Increased
96
Reduced
72
Closed
30
Calls
$726K
Puts
Net Calls
+$726K
Net Calls Change
+$21K
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
151
Sandy Spring Bank
Maryland
$475K -$61.9K -1,709 -11%
EWM
152
Evermay Wealth Management
Virginia
$471K -$63.3K -1,750 -12%
CB
153
Commerce Bank
Missouri
$458K -$3.26K -90 -0.7%
JCM
154
Janney Capital Management
Pennsylvania
$457K
SAM
155
Securian Asset Management
Minnesota
$452K -$3.62K -100 -0.8%
MCIM
156
Meadow Creek Investment Management
Georgia
$447K
P
157
Pitcairn
Pennsylvania
$427K +$153K +4,226 +53%
DBT
158
Dubuque Bank & Trust
Iowa
$416K +$26.6K +736 +7%
SO
159
STRS Ohio
Ohio
$412K
NA
160
Navellier & Associates
Nevada
$411K +$422K +11,665 New
Baird Financial Group
161
Baird Financial Group
Wisconsin
$409K +$130K +3,594 +45%
SIP
162
Stoneridge Investment Partners
Pennsylvania
$404K
HighTower Advisors
163
HighTower Advisors
Illinois
$390K +$89.3K +2,467 +29%
BCM
164
BHZ Capital Management
California
$380K +$390K +10,785 New
CGH
165
Crossmark Global Holdings
Texas
$362K -$16.4K -452 -4%
FMBTD
166
First Midwest Bank Trust Division
Illinois
$360K -$194K -5,351 -34%
WAP
167
Wealthcare Advisory Partners
Pennsylvania
$356K -$181 -5 -0%
EP
168
Elkfork Partners
Oregon
$351K
COI
169
Connable Office Inc
Michigan
$350K +$20.8K +574 +6%
BAM
170
Belpointe Asset Management
Nevada
$326K
Rafferty Asset Management
171
Rafferty Asset Management
New York
$321K +$116K +3,199 +54%
BBA
172
Braun-Bostich & Associates
Pennsylvania
$312K -$47K -1,299 -13%
DC
173
Davenport & Co
Virginia
$310K +$109 +3 +0%
DHFB
174
Dixon Hubard Feinour & Brown
Virginia
$306K -$15.4K -425 -5%
RCA
175
Rowland Carmichael Advisors
Arizona
$300K +$308K +8,504 New

UBSI Hedge Fund Activity: Q1 2018 in Review

253 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q1 2018, worth a combined $2.63B — up 4.5% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new UBSI positions and 30 closed out — a net gain of 11 holders — while 96 added to existing stakes and 72 trimmed.

The largest buyer was Anchor Capital Advisors, adding an estimated $38.2M. The largest seller was State Street, cutting an estimated $31.4M.

  • 253 institutional investors held United Bankshares (UBSI) as of Q1 2018, up from 244 in Q4 2017.
  • Funds reported $2.63B of United Bankshares stock for Q1 2018, up 4.5% quarter-over-quarter.
  • 41 funds opened new United Bankshares positions in Q1 2018 and 30 closed out, a net change of +11 holders.
  • The largest United Bankshares buyer in Q1 2018 was Anchor Capital Advisors, an estimated $38.2M added.
  • The largest United Bankshares seller in Q1 2018 was State Street, an estimated $31.4M sold.

Based on aggregated 13F filings for Q1 2018.