We are live on ! Find out more
UBSI icon

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
BlackRock
1
BlackRock
New York
$485M +$5.3M +147,016 +1%
State Street
2
State Street
Massachusetts
$454M +$20M +554,593 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$308M +$3.73M +103,539 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$112M +$9.97M +276,356 +9%
Northern Trust
5
Northern Trust
Illinois
$101M -$2.7M -74,932 -3%
EARNEST Partners
6
EARNEST Partners
Georgia
$75M +$24.9M +689,187 +47%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$67.9M +$24.9M +690,726 +55%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$52.2M +$5.23M +145,000 +11%
UBV
9
United Bank (Virginia)
Virginia
$34.3M +$35.6M +987,749 New
Geode Capital Management
10
Geode Capital Management
Massachusetts
$32.2M +$222K +6,149 +0.7%
Norges Bank
11
Norges Bank
Norway
$31.7M +$9.92M +274,929 +43%
NI
12
Nuance Investments
Missouri
$26.5M +$23.9M +663,997 +669%
Bank of America
13
Bank of America
North Carolina
$24.4M -$3.91M -108,362 -13%
M&T Bank
14
M&T Bank
New York
$24.4M +$7.77M +215,543 +44%
TCM
15
Tributary Capital Management
Nebraska
$24.4M -$711K -19,711 -3%
Macquarie Group
16
Macquarie Group
Australia
$24.4M +$1.31M +36,458 +5%
Invesco
17
Invesco
Georgia
$24.3M +$1.37M +38,071 +6%
GKIM
18
GW&K Investment Management
Massachusetts
$21M -$5.94M -164,723 -21%
Charles Schwab
19
Charles Schwab
California
$20.9M +$1.32M +36,496 +6%
CCMLC
20
Cardinal Capital Management LLC (Connecticut)
Connecticut
$20.9M -$339K -9,393 -2%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$20.5M +$5.41M +150,020 +34%
HA
22
Heartland Advisors
Wisconsin
$19.6M +$8.59M +238,101 +73%
HA
23
Homestead Advisers
Virginia
$19.6M
Morgan Stanley
24
Morgan Stanley
New York
$18.4M +$2.63M +72,983 +16%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.7M +$2.12M +58,822 +13%

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.