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United Bankshares
UBSI

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: 255 → 258 (+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: 3 → 2 (-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

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$10.8M
2
SAM
Silvercrest Asset Management
New York
+$8.86M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$6.83M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
+$4.09M
5
KCM
Kennedy Capital Management
Missouri
+$3.74M

Top Sellers

1
State Street
State Street
Massachusetts
-$69.5M
2
Macquarie Group
Macquarie Group
Australia
-$17.6M
3
HA
Heartland Advisors
Wisconsin
-$9.38M
4
Citadel Advisors
Citadel Advisors
Florida
-$6.14M
5
WI
WBI Investments
New Jersey
-$4.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$510M -$875K -23,076 -0.2%
State Street
2
State Street
Massachusetts
$367M -$69.5M -1,831,914 -15%
Vanguard Group
3
Vanguard Group
Pennsylvania
$349M +$10.8M +285,093 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$153M +$3.38M +89,021 +2%
Northern Trust
5
Northern Trust
Illinois
$104M -$3.14M -82,740 -3%
EARNEST Partners
6
EARNEST Partners
Georgia
$80.2M -$97.8K -2,579 -0.1%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$69.5M -$114K -3,012 -0.2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$50.9M -$127K -3,337 -0.2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$39.4M +$1.81M +47,723 +5%
ACA
10
Anchor Capital Advisors
Massachusetts
$39M -$649K -17,115 -2%
UBV
11
United Bank (Virginia)
Virginia
$36M +$40.4K +1,065 +0.1%
Bank of America
12
Bank of America
North Carolina
$35.9M -$1.62M -42,588 -4%
Norges Bank
13
Norges Bank
Norway
$33.2M – – –
Wells Fargo
14
Wells Fargo
California
$32.7M -$4.25M -112,078 -11%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.8M +$1.46M +38,510 +5%
SAM
16
Silvercrest Asset Management
New York
$30.6M +$8.86M +233,624 +38%
Goldman Sachs
17
Goldman Sachs
New York
$28.8M +$766K +20,205 +3%
TCM
18
Tributary Capital Management
Nebraska
$27.5M +$11.8K +311 +0%
Charles Schwab
19
Charles Schwab
California
$26.4M +$975K +25,698 +4%
M&T Bank
20
M&T Bank
New York
$26M +$86.9K +2,292 +0.3%
CCMLC
21
Cardinal Capital Management LLC (Connecticut)
Connecticut
$25.2M -$78.5K -2,071 -0.3%
Invesco
22
Invesco
Georgia
$24M -$1.44M -38,001 -5%
GKIM
23
GW&K Investment Management
Massachusetts
$23.2M -$90.9K -2,398 -0.4%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$21.1M -$167K -4,404 -0.8%
HA
25
Homestead Advisers
Virginia
$20.5M – – –
1
2 3 4 5

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.