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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
DWM
176
Doyle Wealth Management
Florida
$298K
ZCA
177
Zeke Capital Advisors
Pennsylvania
$294K +$302K +8,339 New
RCM
178
Riverhead Capital Management
Delaware
$284K
PCMC
179
Paragon Capital Management (Colorado)
Colorado
$267K +$274K +7,584 New
CA
180
Cetera Advisors
Colorado
$263K -$10.9K -300 -4%
SCM
181
Shelton Capital Management
Colorado
$262K -$23.9K -660 -8%
TAM
182
Tyers Asset Management
Texas
$256K
Voloridge Investment Management
183
Voloridge Investment Management
Florida
$256K +$263K +7,275 New
CAMG
184
CWA Asset Management Group
Florida
$254K
CFB
185
Cullen/Frost Bankers
Texas
$254K +$261K +7,207 New
LWA
186
Lenox Wealth Advisors
New York
$243K +$250K +6,898 New
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$242K -$11.3K -312 -4%
EIA
188
Edgemoor Investment Advisors
Maryland
$230K
Fidelity Investments
189
Fidelity Investments
Massachusetts
$224K -$95.3K -2,633 -29%
PCA
190
Personal Capital Advisors
California
$221K +$226K +6,257 New
LIA
191
LS Investment Advisors
Michigan
$213K -$28.4K -785 -12%
O
192
OppenheimerFunds
New York
$210K -$81.3K -2,247 -27%
CPIG
193
Chicago Partners Investment Group
Illinois
$205K
Zurich Cantonal Bank
194
Zurich Cantonal Bank
Switzerland
$203K
HSBC Holdings
195
HSBC Holdings
United Kingdom
$200K +$206K +5,690 New
IIC
196
Integrated Investment Consultants
Michigan
$191K +$196K +5,420 New
MYIA
197
Mount Yale Investment Advisors
Colorado
$159K +$163K +4,500 New
Citigroup
198
Citigroup
New York
$151K +$101K +2,795 +188%
TRCT
199
Tower Research Capital (TRC)
New York
$147K +$134K +3,695 +767%
Lazard Asset Management
200
Lazard Asset Management
New York
$105K +$109K +3,000 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.