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United Bankshares

253 hedge funds and large institutions have $2.63B invested in United Bankshares in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 96 increasing their positions, 72 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 30

33% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 72

4% more funds holding

Funds holding: 244253 (+9)

2.06% more ownership

Funds ownership: 68.88%70.94% (+2.1%)

5% more capital invested

Capital invested by funds: $2.51B → $2.63B (+$113M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
253
Holders Change
+9
Holders Change %
+3.69%
% of All Funds
5.8%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
41
Increased
96
Reduced
72
Closed
30
Calls
$726K
Puts
Net Calls
+$726K
Net Calls Change
+$21K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$480M -$12.7M -349,619 -3%
State Street
2
State Street
Massachusetts
$430M -$31.4M -867,396 -7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$319M +$7.13M +196,880 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$134M +$21.8M +601,236 +19%
Northern Trust
5
Northern Trust
Illinois
$102M -$99.6K -2,753 -0.1%
EARNEST Partners
6
EARNEST Partners
Georgia
$78.2M +$2.17M +60,016 +3%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$68.8M -$149K -4,130 -0.2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$49.5M -$3.53M -97,411 -6%
ACA
9
Anchor Capital Advisors
Massachusetts
$40.2M +$38.2M +1,055,093 +1,255%
Bank of America
10
Bank of America
North Carolina
$36M +$11.5M +317,797 +45%
UBV
11
United Bank (Virginia)
Virginia
$35M +$208K +5,745 +0.6%
Wells Fargo
12
Wells Fargo
California
$34.3M +$21.4M +590,406 +154%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$33.4M +$692K +19,125 +2%
Norges Bank
14
Norges Bank
Norway
$32.2M
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27.2M +$9.5M +262,360 +52%
TCM
16
Tributary Capital Management
Nebraska
$26.6M +$1.89M +52,330 +7%
Macquarie Group
17
Macquarie Group
Australia
$26.5M +$1.88M +51,869 +7%
M&T Bank
18
M&T Bank
New York
$25.1M +$369K +10,190 +1%
Invesco
19
Invesco
Georgia
$24M -$661K -18,261 -3%
Morgan Stanley
20
Morgan Stanley
New York
$23.6M +$5.01M +138,430 +26%
GKIM
21
GW&K Investment Management
Massachusetts
$22.8M +$1.59M +43,823 +7%
Charles Schwab
22
Charles Schwab
California
$22.7M +$1.5M +41,536 +7%
CCMLC
23
Cardinal Capital Management LLC (Connecticut)
Connecticut
$21.9M +$777K +21,482 +4%
Goldman Sachs
24
Goldman Sachs
New York
$21.8M +$4.42M +122,143 +25%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$20.8M

UBSI Hedge Fund Activity: Q1 2018 in Review

253 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q1 2018, worth a combined $2.63B — up 4.5% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new UBSI positions and 30 closed out — a net gain of 11 holders — while 96 added to existing stakes and 72 trimmed.

The largest buyer was Anchor Capital Advisors, adding an estimated $38.2M. The largest seller was State Street, cutting an estimated $31.4M.

  • 253 institutional investors held United Bankshares (UBSI) as of Q1 2018, up from 244 in Q4 2017.
  • Funds reported $2.63B of United Bankshares stock for Q1 2018, up 4.5% quarter-over-quarter.
  • 41 funds opened new United Bankshares positions in Q1 2018 and 30 closed out, a net change of +11 holders.
  • The largest United Bankshares buyer in Q1 2018 was Anchor Capital Advisors, an estimated $38.2M added.
  • The largest United Bankshares seller in Q1 2018 was State Street, an estimated $31.4M sold.

Based on aggregated 13F filings for Q1 2018.