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United Bankshares

244 hedge funds and large institutions have $2.51B invested in United Bankshares in 2017 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 88 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $448K

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

14% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 77

6% more funds holding

Funds holding: 231244 (+13)

2.71% more ownership

Funds ownership: 66.18%68.88% (+2.7%)

3% less capital invested

Capital invested by funds: $2.58B → $2.51B (-$70.1M)

Holders
244
Holders Change
+13
Holders Change %
+5.63%
% of All Funds
5.53%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
37
Increased
88
Reduced
77
Closed
22
Calls
$1.15M
Puts
$448K
Net Calls
+$705K
Net Calls Change
-$22K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
176
HighTower Advisors
Illinois
$297K +$34.2K +947 +12%
DWM
177
Doyle Wealth Management
Florida
$294K
O
178
OppenheimerFunds
New York
$285K +$55.6K +1,542 +23%
SCM
179
Shelton Capital Management
Colorado
$281K
RCM
180
Riverhead Capital Management
Delaware
$280K +$72.1K +2,000 +33%
Baird Financial Group
181
Baird Financial Group
Wisconsin
$279K -$2.81K -78 -1%
P
182
Pitcairn
Pennsylvania
$275K -$1.37K -38 -0.5%
LNC
183
Lincoln National Corp
Pennsylvania
$271K +$281K +7,793 New
VF
184
Virtu Financial
New York
$264K +$274K +7,604 New
CA
185
Cetera Advisors
Colorado
$262K -$66.7K -1,850 -19%
N
186
Natixis
France
$261K -$436K -12,103 -62%
TAM
187
Tyers Asset Management
Texas
$252K +$64.6K +1,792 +33%
CAMG
188
CWA Asset Management Group
Florida
$250K
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$249K -$1.15K -32 -0.4%
EIA
190
Edgemoor Investment Advisors
Maryland
$238K -$1.05M -29,201 -82%
GCP
191
GSA Capital Partners
United Kingdom
$237K -$842K -23,339 -77%
LIA
192
LS Investment Advisors
Michigan
$237K -$44.1K -1,222 -15%
WAM
193
World Asset Management
Michigan
$218K -$15K -417 -6%
AWM
194
AE Wealth Management
Kansas
$209K
Rafferty Asset Management
195
Rafferty Asset Management
New York
$205K -$7.61K -211 -3%
CPIG
196
Chicago Partners Investment Group
Illinois
$202K
Zurich Cantonal Bank
197
Zurich Cantonal Bank
Switzerland
$200K +$61.7K +1,712 +42%
FHA
198
First Horizon Advisors
Tennessee
$101K
STA
199
Summit Trail Advisors
New York
$99K +$100K +2,786 New
Ohio Public Employees Retirement System (OPERS)
200
Ohio Public Employees Retirement System (OPERS)
Ohio
$98K +$8.66K +240 +9%

UBSI Hedge Fund Activity: Q4 2017 in Review

244 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q4 2017, worth a combined $2.51B — down 2.7% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new UBSI positions and 22 closed out — a net gain of 15 holders — while 88 added to existing stakes and 77 trimmed.

The largest buyer was United Bank (Virginia), opening a new position worth an estimated $35.6M. The largest seller was Millennium Management, exiting entirely with an estimated $19.7M sold.

  • 244 institutional investors held United Bankshares (UBSI) as of Q4 2017, up from 231 in Q3 2017.
  • Funds reported $2.51B of United Bankshares stock for Q4 2017, down 2.7% quarter-over-quarter.
  • 37 funds opened new United Bankshares positions in Q4 2017 and 22 closed out, a net change of +15 holders.
  • The largest United Bankshares buyer in Q4 2017 was United Bank (Virginia), an estimated $35.6M added.
  • The largest United Bankshares seller in Q4 2017 was Millennium Management, an estimated $19.7M sold.

Based on aggregated 13F filings for Q4 2017.