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United Bankshares

188 hedge funds and large institutions have $1.41B invested in United Bankshares in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

28% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 54

8% more capital invested

Capital invested by funds: $1.31B → $1.41B (+$100M)

4% more funds holding

Funds holding: 181188 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
188
Holders Change
+7
Holders Change %
+3.87%
% of All Funds
5.01%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
69
Reduced
54
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
101
Palladium Partners
Virginia
$613K
Citigroup
102
Citigroup
New York
$604K -$1.75M -47,920 -75%
PA
103
Profund Advisors
Maryland
$594K +$134K +3,667 +30%
US Bancorp
104
US Bancorp
Minnesota
$592K -$5.74K -157 -1%
Public Employees Retirement Association of Colorado
105
Public Employees Retirement Association of Colorado
Colorado
$548K
AQR Capital Management
106
AQR Capital Management
Connecticut
$530K +$515K +14,100 New
CCMH
107
Cornerstone Capital Management Holdings
New York
$522K +$508K +13,900 New
AA
108
ALPS Advisors
Colorado
$509K +$495K +13,538 New
RJA
109
Raymond James & Associates
Florida
$492K +$4.64K +127 +1%
LTFS
110
Ladenburg Thalmann Financial Services
Florida
$478K +$110K +3,018 +31%
R
111
RQSI
Bahamas
$475K -$15K -411 -3%
EWM
112
Evermay Wealth Management
Virginia
$473K
IPC
113
Independent Portfolio Consultants
Florida
$466K -$201K -5,490 -31%
GC
114
Guggenheim Capital
Illinois
$465K +$107K +2,925 +31%
FMBTD
115
First Midwest Bank Trust Division
Illinois
$463K +$2.92K +80 +0.7%
Envestnet Asset Management
116
Envestnet Asset Management
Illinois
$462K +$347K +9,502 +339%
MERSOM
117
Municipal Employees' Retirement System of Michigan
Michigan
$456K -$150K -4,100 -25%
Legal & General Group
118
Legal & General Group
United Kingdom
$433K +$58K +1,588 +16%
RFS
119
Rockefeller Financial Services
New York
$398K
Truist Financial
120
Truist Financial
North Carolina
$392K
NAMP
121
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$382K
LPL Financial
122
LPL Financial
California
$380K -$854K -23,364 -70%
SAM
123
Silvercrest Asset Management
New York
$367K -$16.4K -450 -4%
Commonwealth Equity Services
124
Commonwealth Equity Services
Massachusetts
$349K +$694 +19 +0.2%
PCM
125
Price Capital Management
Louisiana
$347K +$338K +9,244 New

UBSI Hedge Fund Activity: Q1 2015 in Review

188 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q1 2015, worth a combined $1.41B — up 7.7% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UBSI positions and 11 closed out — a net gain of 10 holders — while 69 added to existing stakes and 54 trimmed.

The largest buyer was State Street, adding an estimated $96.8M. The largest seller was BlackRock Fund Advisors, cutting an estimated $13.3M.

  • 188 institutional investors held United Bankshares (UBSI) as of Q1 2015, up from 181 in Q4 2014.
  • Funds reported $1.41B of United Bankshares stock for Q1 2015, up 7.7% quarter-over-quarter.
  • 21 funds opened new United Bankshares positions in Q1 2015 and 11 closed out, a net change of +10 holders.
  • The largest United Bankshares buyer in Q1 2015 was State Street, an estimated $96.8M added.
  • The largest United Bankshares seller in Q1 2015 was BlackRock Fund Advisors, an estimated $13.3M sold.

Based on aggregated 13F filings for Q1 2015.