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United Bankshares

205 hedge funds and large institutions have $1.66B invested in United Bankshares in 2016 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 93 increasing their positions, 48 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

201% more call options, than puts

Call options by funds: $601K | Put options by funds: $200K

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

94% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 48

10% more capital invested

Capital invested by funds: $1.51B → $1.66B (+$149M)

6% more funds holding

Funds holding: 193205 (+12)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
205
Holders Change
+12
Holders Change %
+6.22%
% of All Funds
5.47%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
93
Reduced
48
Closed
9
Calls
$601K
Puts
$200K
Net Calls
+$401K
Net Calls Change
+$401K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
Profund Advisors
Maryland
$514K -$72.8K -1,902 -12%
EWM
127
Evermay Wealth Management
Virginia
$480K
Public Employees Retirement Association of Colorado
128
Public Employees Retirement Association of Colorado
Colorado
$476K -$74.5K -1,946 -13%
Envestnet Asset Management
129
Envestnet Asset Management
Illinois
$473K +$55.6K +1,452 +13%
EIA
130
Edgemoor Investment Advisors
Maryland
$441K +$448K +11,702 New
AG
131
Aperio Group
California
$438K +$1.76K +46 +0.4%
ISL
132
Ingalls & Snyder LLC
New York
$413K +$419K +10,956 New
LTFS
133
Ladenburg Thalmann Financial Services
Florida
$406K +$191 +5 +0%
CA
134
Cetera Advisors
Colorado
$393K +$12.7K +331 +3%
OCG
135
Opus Capital Group
Ohio
$390K -$38.3K -1,000 -9%
NAMP
136
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$383K
CGH
137
Crossmark Global Holdings
Texas
$372K +$383K +10,006 New
AIP
138
Ameritas Investment Partners
Nebraska
$364K +$370K +9,674 New
CAMG
139
CWA Asset Management Group
Florida
$362K
Commonwealth Equity Services
140
Commonwealth Equity Services
Massachusetts
$359K +$345 +9 +0.1%
DHFB
141
Dixon Hubard Feinour & Brown
Virginia
$343K
SPC
142
Sigma Planning Corp
Michigan
$333K +$10.3K +268 +3%
JCM
143
Janney Capital Management
Pennsylvania
$330K
PI
144
PineBridge Investments
New York
$322K +$12.4K +324 +4%
LPL Financial
145
LPL Financial
California
$318K +$48.8K +1,276 +18%
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$311K -$24.1K -630 -7%
Cambridge Investment Research Advisors
147
Cambridge Investment Research Advisors
Iowa
$308K +$81.9K +2,139 +35%
AB
148
Amalgamated Bank
New York
$295K +$1.38K +36 +0.5%
DC
149
Davenport & Co
Virginia
$285K
RA
150
RFG Advisory
Alabama
$282K -$613 -16 -0.2%

UBSI Hedge Fund Activity: Q3 2016 in Review

205 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q3 2016, worth a combined $1.66B — up 9.8% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new UBSI positions and 9 closed out — a net gain of 13 holders — while 93 added to existing stakes and 48 trimmed.

The largest buyer was Vanguard Group, adding an estimated $25.2M. The largest seller was Endeavour Capital Advisors, exiting entirely with an estimated $12.2M sold.

  • 205 institutional investors held United Bankshares (UBSI) as of Q3 2016, up from 193 in Q2 2016.
  • Funds reported $1.66B of United Bankshares stock for Q3 2016, up 9.8% quarter-over-quarter.
  • 22 funds opened new United Bankshares positions in Q3 2016 and 9 closed out, a net change of +13 holders.
  • The largest United Bankshares buyer in Q3 2016 was Vanguard Group, an estimated $25.2M added.
  • The largest United Bankshares seller in Q3 2016 was Endeavour Capital Advisors, an estimated $12.2M sold.

Based on aggregated 13F filings for Q3 2016.