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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
CB
176
Commerce Bank
Missouri
$272K -$137K -4,060 -32%
DCM
177
Dupont Capital Management
Delaware
$272K +$295K +8,735 New
DHFB
178
Dixon Hubard Feinour & Brown
Virginia
$270K
TSS
179
Two Sigma Securities
New York
$270K +$293K +8,667 New
DWM
180
Doyle Wealth Management
Florida
$263K
SSA
181
Schonfeld Strategic Advisors
New York
$255K +$277K +8,211 New
Zurich Cantonal Bank
182
Zurich Cantonal Bank
Switzerland
$253K +$53.7K +1,591 +24%
Baird Financial Group
183
Baird Financial Group
Wisconsin
$245K +$34 +1 +0%
FHB
184
First Hawaiian Bank
Hawaii
$241K +$1.52K +45 +0.6%
SCM
185
Shelton Capital Management
Colorado
$231K
Lido Advisors
186
Lido Advisors
California
$230K +$247K +7,330 New
RQS
187
Ramsey Quantitative Systems
Kentucky
$226K +$245K +7,249 New
RI
188
Ridgewood Investments
New Jersey
$224K
MML Investors Services
189
MML Investors Services
Massachusetts
$220K +$35.3K +1,047 +17%
LWA
190
Lenox Wealth Advisors
New York
$215K
LPL Financial
191
LPL Financial
California
$204K +$25.7K +762 +13%
EIA
192
Edgemoor Investment Advisors
Maryland
$203K
LIA
193
LS Investment Advisors
Michigan
$177K -$4.89K -145 -2%
QT
194
Quantbot Technologies
New York
$138K +$150K +4,437 New
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$137K
TRCT
196
Tower Research Capital (TRC)
New York
$126K -$58.3K -1,728 -30%
Bessemer Group
197
Bessemer Group
New Jersey
$125K +$108K +3,185 +381%
Barclays
198
Barclays
United Kingdom
$120K -$3.06M -90,756 -96%
CAPTRUST Financial Advisors
199
CAPTRUST Financial Advisors
North Carolina
$112K
PI
200
PineBridge Investments
New York
$109K -$345K -10,235 -75%

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.