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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
CPIG
151
Chicago Partners Investment Group
Illinois
$213K
Cambridge Investment Research Advisors
152
Cambridge Investment Research Advisors
Iowa
$208K -$8.28K -236 -4%
Squarepoint
153
Squarepoint
New York
$205K +$196K +5,578 New
Fidelity Investments
154
Fidelity Investments
Massachusetts
$204K -$33.3K -949 -15%
Barclays
155
Barclays
United Kingdom
$112K -$3.83K -109 -3%
IIC
156
Integrated Investment Consultants
Michigan
$110K +$111K +3,152 New
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$82K +$24.5K +697 +45%
IA
158
IFP Advisors
Florida
$82K +$47.2K +1,346 +143%
LIA
159
LS Investment Advisors
Michigan
$81K +$3.62K +103 +5%
Ohio Public Employees Retirement System (OPERS)
160
Ohio Public Employees Retirement System (OPERS)
Ohio
$79K -$3.54K -101 -4%
Victory Capital Management
161
Victory Capital Management
Texas
$61K -$39.3K -1,121 -40%
RFC
162
Russell Frank Company
Washington
$56K -$48.2K -1,374 -47%
VCM
163
Versant Capital Management
Arizona
$48K -$5.47K -156 -11%
Creative Planning
164
Creative Planning
Kansas
$48K
SWA
165
Sutton Wealth Advisors
Florida
$37.4K +$35.8K +1,020 New
GT
166
Glenmede Trust
Pennsylvania
$36K
Bessemer Group
167
Bessemer Group
New Jersey
$34K +$2.84K +81 +10%
SEI Investments
168
SEI Investments
Pennsylvania
$33K -$9.76K -278 -24%
CG
169
Cutler Group
California
$32K -$14.1K -403 -31%
FHA
170
First Horizon Advisors
Tennessee
$27K +$8.07K +230 +45%
AC
171
Alexandria Capital
Virginia
$26K
NFG
172
Next Financial Group
Texas
$24K
Walleye Trading
173
Walleye Trading
New York
$23K -$575K -16,396 -96%
TDC
174
Thompson Davis & Co
Virginia
$21K -$421 -12 -2%
CCA
175
Checchi Capital Advisers
California
$17K +$15.8K +451 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.