We are live on ! Find out more
UBSI icon

United Bankshares

217 hedge funds and large institutions have $2.23B invested in United Bankshares in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 94 increasing their positions, 56 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

418% more call options, than puts

Call options by funds: $1.36M | Put options by funds: $262K

68% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 56

2.72% more ownership

Funds ownership: 62.42%65.14% (+2.7%)

5% less capital invested

Capital invested by funds: $2.34B → $2.23B (-$113M)

8% less funds holding

Funds holding: 235217 (-18)

34% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 32

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
217
Holders Change
-18
Holders Change %
-7.66%
% of All Funds
5.4%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
21
Increased
94
Reduced
56
Closed
32
Calls
$1.36M
Puts
$262K
Net Calls
+$1.09M
Net Calls Change
-$2.83M
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
176
SG Americas Securities
New York
$106K -$116K -2,643 -51%
Zurich Cantonal Bank
177
Zurich Cantonal Bank
Switzerland
$105K
Ohio Public Employees Retirement System (OPERS)
178
Ohio Public Employees Retirement System (OPERS)
Ohio
$93K
BBHC
179
Brown Brothers Harriman & Co
New York
$91K +$94.7K +2,151 New
VCM
180
Versant Capital Management
Arizona
$56K +$132 +3 +0.2%
IDBONY
181
Israel Discount Bank of New York
New York
$45K +$47.4K +1,075 New
FMA
182
FNY Managed Accounts
New York
$44K +$46.7K +1,060 New
SWA
183
Sutton Wealth Advisors
Florida
$43.1K
GT
184
Glenmede Trust
Pennsylvania
$41K
SEI Investments
185
SEI Investments
Pennsylvania
$41K +$7.22K +164 +21%
AssetMark Inc
186
AssetMark Inc
California
$39K +$20.5K +465 +102%
Bessemer Group
187
Bessemer Group
New Jersey
$35K
AC
188
Alexandria Capital
Virginia
$30K
TDC
189
Thompson Davis & Co
Virginia
$28K
IA
190
IFP Advisors
Florida
$27K -$5.07K -115 -15%
DADC
191
D.A. Davidson & Co
Montana
$26K
JP Morgan Chase
192
JP Morgan Chase
New York
$24K -$1.03M -23,423 -98%
GWS
193
Glassman Wealth Services
Virginia
$19K
WIM
194
Westside Investment Management
California
$18.3K
AAC
195
Asset Advisors Corp
Georgia
$17K
ASN
196
Advisory Services Network
Georgia
$15K +$15.2K +344 New
IWM
197
IHT Wealth Management
Illinois
$14K +$132 +3 +0.8%
NIT
198
NumerixS Investment Technologies
British Columbia, Canada
$13K +$13.2K +300 New
NFG
199
Next Financial Group
Texas
$12K -$16.6K -376 -56%
PFBT
200
Parkside Financial Bank & Trust
Missouri
$11K -$396 -9 -3%

UBSI Hedge Fund Activity: Q1 2017 in Review

217 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q1 2017, worth a combined $2.23B — down 4.8% from $2.34B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of UBSI and 21 opened new positions — a net loss of 11 holders — while 56 trimmed existing stakes and 94 added.

The largest buyer was BlackRock, adding an estimated $547M. The largest seller was Dimensional Fund Advisors, cutting an estimated $15M.

  • 217 institutional investors held United Bankshares (UBSI) as of Q1 2017, down from 235 in Q4 2016.
  • Funds reported $2.23B of United Bankshares stock for Q1 2017, down 4.8% quarter-over-quarter.
  • 21 funds opened new United Bankshares positions in Q1 2017 and 32 closed out, a net change of -11 holders.
  • The largest United Bankshares buyer in Q1 2017 was BlackRock, an estimated $547M added.
  • The largest United Bankshares seller in Q1 2017 was Dimensional Fund Advisors, an estimated $15M sold.

Based on aggregated 13F filings for Q1 2017.