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United Bankshares

195 hedge funds and large institutions have $1.43B invested in United Bankshares in 2016 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 74 increasing their positions, 62 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 62

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $1.43B → $1.43B (-$825K)

8% less funds holding

Funds holding: 211195 (-16)

54% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 28

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
195
Holders Change
-16
Holders Change %
-7.58%
% of All Funds
5.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
74
Reduced
62
Closed
28
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DTL
101
Dynamic Technology Lab
Singapore
$548K -$456K -13,002 -47%
Legal & General Group
102
Legal & General Group
United Kingdom
$537K +$41.4K +1,180 +9%
Public Employees Retirement Association of Colorado
103
Public Employees Retirement Association of Colorado
Colorado
$535K
MERSOM
104
Municipal Employees' Retirement System of Michigan
Michigan
$511K +$23.9K +680 +5%
Truist Financial
105
Truist Financial
North Carolina
$496K -$11.9K -338 -2%
Rafferty Asset Management
106
Rafferty Asset Management
New York
$495K +$66.3K +1,890 +16%
FMBTD
107
First Midwest Bank Trust Division
Illinois
$486K -$3.09K -88 -0.7%
OCG
108
Opus Capital Group
Ohio
$472K -$17.6K -500 -4%
HFS
109
HL Financial Services
Kentucky
$471K +$8.78K +250 +2%
EWM
110
Evermay Wealth Management
Virginia
$467K +$4.98K +142 +1%
LPL Financial
111
LPL Financial
California
$461K -$74.3K -2,117 -14%
LTFS
112
Ladenburg Thalmann Financial Services
Florida
$448K -$12.7K -361 -3%
RCM
113
Riverhead Capital Management
Delaware
$446K -$142K -4,050 -25%
AG
114
Aperio Group
California
$434K +$157K +4,484 +61%
MSA
115
Mason Street Advisors
Wisconsin
$422K +$37.8K +1,078 +10%
IPC
116
Independent Portfolio Consultants
Florida
$413K -$877 -25 -0.2%
RJA
117
Raymond James & Associates
Florida
$408K +$390K +11,122 New
NAMP
118
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$373K
Envestnet Asset Management
119
Envestnet Asset Management
Illinois
$366K -$45.9K -1,309 -12%
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$358K -$65.5K -1,866 -16%
DHFB
121
Dixon Hubard Feinour & Brown
Virginia
$352K
CA
122
Cetera Advisors
Colorado
$340K
Franklin Resources
123
Franklin Resources
California
$336K
SSB
124
Sandy Spring Bank
Maryland
$334K
VRS
125
Virginia Retirement System
Virginia
$323K +$309K +8,800 New

UBSI Hedge Fund Activity: Q1 2016 in Review

195 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q1 2016, worth a combined $1.43B — down 0.06% from $1.43B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of UBSI and 13 opened new positions — a net loss of 15 holders — while 62 trimmed existing stakes and 74 added.

The largest buyer was State Street, adding an estimated $12.8M. The largest seller was Royce & Associates, exiting entirely with an estimated $6.88M sold.

  • 195 institutional investors held United Bankshares (UBSI) as of Q1 2016, down from 211 in Q4 2015.
  • Funds reported $1.43B of United Bankshares stock for Q1 2016, down 0.06% quarter-over-quarter.
  • 13 funds opened new United Bankshares positions in Q1 2016 and 28 closed out, a net change of -15 holders.
  • The largest United Bankshares buyer in Q1 2016 was State Street, an estimated $12.8M added.
  • The largest United Bankshares seller in Q1 2016 was Royce & Associates, an estimated $6.88M sold.

Based on aggregated 13F filings for Q1 2016.