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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
SEI Investments
201
SEI Investments
Pennsylvania
$88K +$30.5K +847 +50%
FMT
202
First Mercantile Trust
Tennessee
$77K -$5.41K -150 -6%
Citigroup
203
Citigroup
New York
$52K +$20.6K +570 +62%
BWA
204
Burt Wealth Advisors
Maryland
$47K
IA
205
IFP Advisors
Florida
$44K -$16.3K -452 -26%
TFA
206
Toth Financial Advisory
Virginia
$40K +$41.8K +1,159 New
IDBONY
207
Israel Discount Bank of New York
New York
$37K -$1.26K -35 -3%
CA
208
Calton & Associates
Florida
$36K +$36.1K +1,000 New
GT
209
Glenmede Trust
Pennsylvania
$34K
AssetMark Inc
210
AssetMark Inc
California
$32K +$361 +10 +1%
Bessemer Group
211
Bessemer Group
New Jersey
$29K
IWM
212
IHT Wealth Management
Illinois
$29K +$17.3K +479 +132%
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$26K +$144 +4 +0.5%
SWP
214
Stratos Wealth Partners
Ohio
$24K +$24.5K +679 New
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$22K +$22.9K +636 New
AOWM
216
Alpha Omega Wealth Management
Virginia
$21K
GWS
217
Glassman Wealth Services
Virginia
$20K +$5.12K +142 +32%
TRCT
218
Tower Research Capital (TRC)
New York
$17K -$304K -8,416 -95%
WIM
219
Westside Investment Management
California
$15.8K
ASN
220
Advisory Services Network
Georgia
$15K +$4K +111 +36%
QCG
221
Quadrant Capital Group
Ohio
$15K +$4.91K +136 +38%
MIFH
222
Migdal Insurance & Financial Holdings
Israel
$13K -$1.61M -44,516 -99%
VCM
223
Versant Capital Management
Arizona
$13K -$1.08K -30 -7%
CG
224
Cutler Group
California
$10K +$10.9K +303 New
DOA
225
D'Orazio & Associates
Virginia
$8K +$8.12K +225 New

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.