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United Bankshares

238 hedge funds and large institutions have $2.58B invested in United Bankshares in 2017 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 113 increasing their positions, 48 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 48

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

71% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 31

16% more capital invested

Capital invested by funds: $2.23B → $2.58B (+$354M)

10% more funds holding

Funds holding: 217238 (+21)

2.31% less ownership

Funds ownership: 65.14%62.83% (-2.3%)

Holders
238
Holders Change
+21
Holders Change %
+9.68%
% of All Funds
5.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
53
Increased
113
Reduced
48
Closed
31
Calls
$623K
Puts
Net Calls
+$623K
Net Calls Change
-$471K
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
201
Glassman Wealth Services
Virginia
$73K +$56.4K +1,420 +320%
SEI Investments
202
SEI Investments
Pennsylvania
$71K +$34K +857 +89%
IA
203
IFP Advisors
Florida
$63K +$38.4K +968 +153%
BWA
204
Burt Wealth Advisors
Maryland
$52K +$53.5K +1,349 New
IDBONY
205
Israel Discount Bank of New York
New York
$43K +$794 +20 +2%
GT
206
Glenmede Trust
Pennsylvania
$41K
VCM
207
Versant Capital Management
Arizona
$39K -$12.9K -326 -25%
AssetMark Inc
208
AssetMark Inc
California
$36K
Bessemer Group
209
Bessemer Group
New Jersey
$33K
AC
210
Alexandria Capital
Virginia
$28K
OIA
211
OneDigital Investment Advisors
Kansas
$27K +$27.8K +700 New
TDC
212
Thompson Davis & Co
Virginia
$26K
DADC
213
D.A. Davidson & Co
Montana
$24K
AOWM
214
Alpha Omega Wealth Management
Virginia
$24K +$20.1K +507 +465%
WA
215
WFG Advisors
Texas
$22K +$19.3K +487 +609%
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$18K +$18.1K +455 New
WIM
217
Westside Investment Management
California
$17.1K
ASN
218
Advisory Services Network
Georgia
$14K +$40 +1 +0.3%
QCG
219
Quadrant Capital Group
Ohio
$14K +$18.6K +469 +460%
MPWT
220
MassMutual Private Wealth & Trust
Connecticut
$11K +$11.2K +281 New
CBOA
221
Commonwealth Bank of Australia
Australia
$10K
NA
222
NewEdge Advisors
Louisiana
$8.27K -$288K -7,264 -97%
NIT
223
NumerixS Investment Technologies
British Columbia, Canada
$8K -$3.97K -100 -33%
PFBT
224
Parkside Financial Bank & Trust
Missouri
$8K -$2.7K -68 -26%
AIS
225
Accurate Investment Solutions
Pennsylvania
$7K

UBSI Hedge Fund Activity: Q2 2017 in Review

238 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q2 2017, worth a combined $2.58B — up 16% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new UBSI positions and 31 closed out — a net gain of 22 holders — while 113 added to existing stakes and 48 trimmed.

The largest buyer was State Street, adding an estimated $102M. The largest seller was Ameriprise, cutting an estimated $24.7M.

  • 238 institutional investors held United Bankshares (UBSI) as of Q2 2017, up from 217 in Q1 2017.
  • Funds reported $2.58B of United Bankshares stock for Q2 2017, up 16% quarter-over-quarter.
  • 53 funds opened new United Bankshares positions in Q2 2017 and 31 closed out, a net change of +22 holders.
  • The largest United Bankshares buyer in Q2 2017 was State Street, an estimated $102M added.
  • The largest United Bankshares seller in Q2 2017 was Ameriprise, an estimated $24.7M sold.

Based on aggregated 13F filings for Q2 2017.