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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
IA
201
IFP Advisors
Florida
$100K -$14.6K -432 -12%
Ohio Public Employees Retirement System (OPERS)
202
Ohio Public Employees Retirement System (OPERS)
Ohio
$76K +$2.02K +60 +3%
FHA
203
First Horizon Advisors
Tennessee
$57K -$11.8K -349 -16%
BNP Paribas Financial Markets
204
BNP Paribas Financial Markets
France
$56.7K -$299K -8,857 -83%
FIA
205
FNY Investment Advisers
New York
$55K +$29.5K +874 +97%
Fidelity Investments
206
Fidelity Investments
Massachusetts
$53K -$165K -4,882 -74%
BWA
207
Burt Wealth Advisors
Maryland
$42K
RCAG
208
Rehmann Capital Advisory Group
Michigan
$41.5K +$16.9K +502 +60%
Toronto Dominion Bank
209
Toronto Dominion Bank
Ontario, Canada
$40K +$43.9K +1,301 New
MIFH
210
Migdal Insurance & Financial Holdings
Israel
$36K -$20.2K -599 -34%
TFA
211
Toth Financial Advisory
Virginia
$36K
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$24K -$2.16K -64 -8%
PCG
213
Private Capital Group
Connecticut
$24K +$14K +415 +113%
AssetMark Inc
214
AssetMark Inc
California
$21K -$7.76K -230 -25%
FMT
215
First Mercantile Trust
Tennessee
$20K -$21.7K -643 -50%
DBT
216
Dubuque Bank & Trust
Iowa
$19K
CC
217
Claybrook Capital
Massachusetts
$18K +$19.3K +572 New
WDL
218
Well Done LLC
Michigan
$18K +$19.3K +572 New
IDBONY
219
Israel Discount Bank of New York
New York
$17K +$506 +15 +3%
AOWM
220
Alpha Omega Wealth Management
Virginia
$15K
GWS
221
Glassman Wealth Services
Virginia
$14K
WIM
222
Westside Investment Management
California
$14K
JA
223
JOYN Advisors
Georgia
$12K +$304 +9 +2%
LWM
224
Liberty Wealth Management
California
$12K +$13.7K +407 New
VCM
225
Versant Capital Management
Arizona
$11K

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.