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United Bankshares

258 hedge funds and large institutions have $2.69B invested in United Bankshares in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 75 increasing their positions, 87 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

78,400% more call options, than puts

Call options by funds: $785K | Put options by funds: $1K

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

1% more funds holding

Funds holding: 255258 (+3)

0.98% less ownership

Funds ownership: 72.28%71.29% (-0.98%)

3% less capital invested

Capital invested by funds: $2.77B → $2.69B (-$76.6M)

14% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 87

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
258
Holders Change
+3
Holders Change %
+1.18%
% of All Funds
5.9%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
25
Increased
75
Reduced
87
Closed
20
Calls
$785K
Puts
$1K
Net Calls
+$784K
Net Calls Change
+$662K
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
201
Sigma Planning Corp
Michigan
$203K +$212K +5,586 New
CPIG
202
Chicago Partners Investment Group
Illinois
$191K
Qube Research & Technologies (QRT)
203
Qube Research & Technologies (QRT)
United Kingdom
$187K +$143K +3,782 +275%
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$160K -$22.8K -600 -12%
MYIA
205
Mount Yale Investment Advisors
Colorado
$157K
IA
206
IFP Advisors
Florida
$134K +$70.8K +1,867 +103%
CAPTRUST Financial Advisors
207
CAPTRUST Financial Advisors
North Carolina
$131K +$123K +3,231 +985%
Ohio Public Employees Retirement System (OPERS)
208
Ohio Public Employees Retirement System (OPERS)
Ohio
$86K
FHA
209
First Horizon Advisors
Tennessee
$79K
MIFH
210
Migdal Insurance & Financial Holdings
Israel
$63K +$6.37K +168 +11%
MWPCG
211
Measured Wealth Private Client Group
New Hampshire
$57K +$60.1K +1,585 New
BWA
212
Burt Wealth Advisors
Maryland
$49K
FMT
213
First Mercantile Trust
Tennessee
$47K -$37.8K -998 -44%
TFA
214
Toth Financial Advisory
Virginia
$42K
AssetMark Inc
215
AssetMark Inc
California
$33K
ZB
216
Zions Bancorporation
Utah
$33K +$34.1K +900 New
CG
217
Cutler Group
California
$32K -$49.3K -1,300 -59%
FIA
218
FNY Investment Advisers
New York
$32K
RCAG
219
Rehmann Capital Advisory Group
Michigan
$30.2K -$2.35K -62 -7%
Bessemer Group
220
Bessemer Group
New Jersey
$30K
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$30K +$2.77K +73 +10%
Parallax Volatility Advisers
222
Parallax Volatility Advisers
California
$28K +$29.3K +772 New
DBT
223
Dubuque Bank & Trust
Iowa
$23K -$383K -10,095 -94%
SWP
224
Stratos Wealth Partners
Ohio
$23K +$23.5K +619 New
IDBONY
225
Israel Discount Bank of New York
New York
$20K -$19.5K -515 -49%

UBSI Hedge Fund Activity: Q3 2018 in Review

258 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q3 2018, worth a combined $2.69B — down 2.8% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new UBSI positions and 20 closed out — a net gain of 5 holders — while 75 added to existing stakes and 87 trimmed.

The largest buyer was Vanguard Group, adding an estimated $10.8M. The largest seller was State Street, cutting an estimated $69.5M.

  • 258 institutional investors held United Bankshares (UBSI) as of Q3 2018, up from 255 in Q2 2018.
  • Funds reported $2.69B of United Bankshares stock for Q3 2018, down 2.8% quarter-over-quarter.
  • 25 funds opened new United Bankshares positions in Q3 2018 and 20 closed out, a net change of +5 holders.
  • The largest United Bankshares buyer in Q3 2018 was Vanguard Group, an estimated $10.8M added.
  • The largest United Bankshares seller in Q3 2018 was State Street, an estimated $69.5M sold.

Based on aggregated 13F filings for Q3 2018.