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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
CBOA
201
Commonwealth Bank of Australia
Australia
$11K +$11.5K +261 New
AIL
202
AGF Investments LLC
Ontario, Canada
$9K
FPFS
203
First Personal Financial Services
North Carolina
$8K
GAM
204
Gemmer Asset Management
California
$8K
AIS
205
Accurate Investment Solutions
Pennsylvania
$7K
CFS
206
Commonwealth Financial Services
West Virginia
$7K
AOWM
207
Alpha Omega Wealth Management
Virginia
$5K
PA
208
Parallel Advisors
California
$4K
QCG
209
Quadrant Capital Group
Ohio
$4K
CG
210
Cutler Group
California
$4K +$4.41K +100 New
PFSC
211
Peoples Financial Services Corp
Pennsylvania
$3K
WA
212
WFG Advisors
Texas
$3K
HR
213
Howe & Rusling
New York
$2K -$2.29K -52 -50%
RFM
214
Royal Fund Management
Florida
$2K +$2.56K +58 New
CHP
215
Cable Hill Partners
Oregon
$1K
GI
216
Gradient Investments
Minnesota
$1K
FANJ
217
Financial Architects (New Jersey)
New Jersey
$1K +$1.5K +34 New
LCM
218
Laurion Capital Management
New York
-$11.6M -250,800 Closed
Janus Henderson Group
219
Janus Henderson Group
United Kingdom
-$4.63M -100,000 Closed
MCM
220
Maltese Capital Management
New York
-$2.77M -60,000 Closed
RFCA
221
R&F Capital Advisors
New York
-$2.59M -55,955 Closed
SB
222
Suntrust Banks
Georgia
-$2.15M -46,407 Closed
Millennium Management
223
Millennium Management
New York
-$1.7M -36,712 Closed
BFC
224
Banc Funds Company
Illinois
-$1.56M -33,759 Closed
OA
225
Omega Advisors
New York
-$1.39M -30,000 Closed

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.