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United Bankshares

256 hedge funds and large institutions have $2.29B invested in United Bankshares in 2018 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 68 increasing their positions, 97 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

0.01% less ownership

Funds ownership: 71.29%71.29% (-0.01%)

1% less funds holding

Funds holding: 258256 (-2)

2% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 43

15% less capital invested

Capital invested by funds: $2.69B → $2.29B (-$398M)

30% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 97

Holders
256
Holders Change
-2
Holders Change %
-0.78%
% of All Funds
5.7%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
42
Increased
68
Reduced
97
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HT
151
HAP Trading
New York
$398K +$432K +12,798 New
LTFS
152
Ladenburg Thalmann Financial Services
Florida
$393K -$51.1K -1,513 -11%
SAM
153
Securian Asset Management
Minnesota
$392K -$3.75K -111 -0.9%
SSB
154
Sandy Spring Bank
Maryland
$390K -$14.9K -441 -3%
AIM
155
Axiom Investment Management
New York
$383K +$416K +12,311 New
ZCA
156
Zeke Capital Advisors
Pennsylvania
$380K -$190K -5,621 -32%
PBO
157
Peoples Bank (Ohio)
Ohio
$360K -$8.44K -250 -2%
SO
158
STRS Ohio
Ohio
$354K +$43.9K +1,300 +13%
Holocene Advisors
159
Holocene Advisors
New York
$354K +$384K +11,370 New
RCM
160
Riverhead Capital Management
Delaware
$331K
EWM
161
Evermay Wealth Management
Virginia
$322K -$101K -3,002 -22%
COI
162
Connable Office Inc
Michigan
$320K +$5.06K +150 +1%
CGH
163
Crossmark Global Holdings
Texas
$316K -$27K -800 -7%
BCM
164
BlueCrest Capital Management
Jersey
$316K +$57.5K +1,702 +20%
Truist Financial
165
Truist Financial
North Carolina
$315K
WAP
166
Wealthcare Advisory Partners
Pennsylvania
$311K
TAM
167
Tyers Asset Management
Texas
$300K
BAM
168
Belpointe Asset Management
Nevada
$293K +$5.97K +177 +2%
PA
169
Profund Advisors
Maryland
$291K -$134K -3,973 -30%
GLLW
170
Graves Light Lenhart Wealth
Virginia
$284K +$309K +9,143 New
MAFM
171
Mid Atlantic Financial Management
Pennsylvania
$278K +$302K +8,938 New
HighTower Advisors
172
HighTower Advisors
Illinois
$277K -$6.99K -207 -2%
BBA
173
Braun-Bostich & Associates
Pennsylvania
$275K
DC
174
Davenport & Co
Virginia
$274K +$101 +3 +0%
P
175
Pitcairn
Pennsylvania
$273K -$97.2K -2,881 -25%

UBSI Hedge Fund Activity: Q4 2018 in Review

256 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q4 2018, worth a combined $2.29B — down 15% from $2.69B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of UBSI and 42 opened new positions — a net loss of 1 holder — while 97 trimmed existing stakes and 68 added.

The largest buyer was BlackRock, adding an estimated $15.2M. The largest seller was Macquarie Group, exiting entirely with an estimated $13.2M sold.

  • 256 institutional investors held United Bankshares (UBSI) as of Q4 2018, down from 258 in Q3 2018.
  • Funds reported $2.29B of United Bankshares stock for Q4 2018, down 15% quarter-over-quarter.
  • 42 funds opened new United Bankshares positions in Q4 2018 and 43 closed out, a net change of -1 holder.
  • The largest United Bankshares buyer in Q4 2018 was BlackRock, an estimated $15.2M added.
  • The largest United Bankshares seller in Q4 2018 was Macquarie Group, an estimated $13.2M sold.

Based on aggregated 13F filings for Q4 2018.