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United Bankshares

194 hedge funds and large institutions have $1.46B invested in United Bankshares in 2015 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 63 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

4% more funds holding

Funds holding: 187194 (+7)

7% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 59

6% less capital invested

Capital invested by funds: $1.56B → $1.46B (-$92.6M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
194
Holders Change
+7
Holders Change %
+3.74%
% of All Funds
5.42%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
23
Increased
63
Reduced
59
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
176
Glassman Wealth Services
Virginia
$17K
SIM
177
Sonora Investment Management
Arizona
$15K +$16.3K +416 New
W
178
Wealthfront
California
$13K +$4.32K +110 +47%
Creative Planning
179
Creative Planning
Kansas
$11K +$11.8K +300 New
PFBT
180
Parkside Financial Bank & Trust
Missouri
$9K +$9.3K +237 New
BC
181
Bartlett & Co
Ohio
$9K +$9.81K +250 New
P
182
Palladiem
Pennsylvania
$7K
Manulife (Manufacturers Life Insurance)
183
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.9K +$53.7K +1,368 +0.9%
GAM
184
Gemmer Asset Management
California
$5K
RPG
185
Risk Paradigm Group
Texas
$3.12K +$3.22K +82 New
DADC
186
D.A. Davidson & Co
Montana
$3K
PFSC
187
Peoples Financial Services Corp
Pennsylvania
$3K
SSG
188
Summit Securities Group
New York
$3K +$3.1K +79 New
MFS
189
MSI Financial Services
Massachusetts
$2K
UFA
190
US Financial Advisors
Massachusetts
$2K
HMS
191
Hanseatic Management Services
New Mexico
$2K +$981 +25 +100%
CHP
192
Cable Hill Partners
Oregon
$1K
FNBOO
193
First National Bank of Omaha
Nebraska
$675 +$128K +3,250 +22%
SM
194
Stratton Management
Pennsylvania
-$22.3M -553,725 Closed
State of Tennessee, Department of Treasury
195
State of Tennessee, Department of Treasury
Tennessee
-$2M -49,700 Closed
VRS
196
Virginia Retirement Systems
Virginia
-$861K -21,400 Closed
VAM
197
Visium Asset Management
New York
-$752K -18,688 Closed
DTL
198
Dynamic Technology Lab
Singapore
-$678K -16,850 Closed
AA
199
ALPS Advisors
Colorado
-$553K -13,752 Closed
KeyBank National Association
200
KeyBank National Association
Ohio
-$299K -7,440 Closed

UBSI Hedge Fund Activity: Q3 2015 in Review

194 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q3 2015, worth a combined $1.46B — down 5.9% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new UBSI positions and 15 closed out — a net gain of 8 holders — while 63 added to existing stakes and 59 trimmed.

The largest buyer was Ameriprise, adding an estimated $46.7M. The largest seller was State Street, cutting an estimated $47.5M.

  • 194 institutional investors held United Bankshares (UBSI) as of Q3 2015, up from 187 in Q2 2015.
  • Funds reported $1.46B of United Bankshares stock for Q3 2015, down 5.9% quarter-over-quarter.
  • 23 funds opened new United Bankshares positions in Q3 2015 and 15 closed out, a net change of +8 holders.
  • The largest United Bankshares buyer in Q3 2015 was Ameriprise, an estimated $46.7M added.
  • The largest United Bankshares seller in Q3 2015 was State Street, an estimated $47.5M sold.

Based on aggregated 13F filings for Q3 2015.