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United Bankshares

211 hedge funds and large institutions have $1.43B invested in United Bankshares in 2015 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 75 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

25% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 60

9% more funds holding

Funds holding: 194211 (+17)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $1.46B → $1.43B (-$30.1M)

75% less call options, than puts

Call options by funds: $1K | Put options by funds: $4K

Holders
211
Holders Change
+17
Holders Change %
+8.76%
% of All Funds
5.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
75
Reduced
60
Closed
11
Calls
$1K
Puts
$4K
Net Calls
-$3K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
176
Ohio Public Employees Retirement System (OPERS)
Ohio
$83K -$27.1K -685 -23%
LIA
177
LS Investment Advisors
Michigan
$78K +$2.61K +66 +3%
GH
178
GAM Holding
Switzerland
$64K +$68.5K +1,732 New
Zurich Cantonal Bank
179
Zurich Cantonal Bank
Switzerland
$57K +$26.1K +661 +75%
MFS
180
MSI Financial Services
Massachusetts
$57K +$59K +1,491 +2,485%
QT
181
Quantbot Technologies
New York
$56K +$60.9K +1,539 New
VCM
182
Versant Capital Management
Arizona
$54K +$58.5K +1,479 New
Creative Planning
183
Creative Planning
Kansas
$48K +$39.5K +1,000 +333%
CG
184
Cutler Group
California
$47K +$50.8K +1,285 New
SEI Investments
185
SEI Investments
Pennsylvania
$43K -$593 -15 -1%
GT
186
Glenmede Trust
Pennsylvania
$36K
IA
187
IFP Advisors
Florida
$35K +$37.3K +944 New
Bessemer Group
188
Bessemer Group
New Jersey
$31K
AC
189
Alexandria Capital
Virginia
$26K
NFG
190
Next Financial Group
Texas
$25K
TDC
191
Thompson Davis & Co
Virginia
$22K
FHA
192
First Horizon Advisors
Tennessee
$18K -$18.4K -465 -48%
GWS
193
Glassman Wealth Services
Virginia
$16K
AFP
194
Ausdal Financial Partners
Iowa
$15K +$15.8K +400 New
CFS
195
Commonwealth Financial Services
West Virginia
$9K -$7.83K -198 -44%
BC
196
Bartlett & Co
Ohio
$9K
PFBT
197
Parkside Financial Bank & Trust
Missouri
$9K
GI
198
Gradient Investments
Minnesota
$6K -$22K -556 -78%
AIS
199
Accurate Investment Solutions
Pennsylvania
$6K +$6.8K +172 New
Manulife (Manufacturers Life Insurance)
200
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.41K -$364K -9,210 -6%

UBSI Hedge Fund Activity: Q4 2015 in Review

211 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q4 2015, worth a combined $1.43B — down 2.1% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new UBSI positions and 11 closed out — a net gain of 20 holders — while 75 added to existing stakes and 60 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $11M. The largest seller was State Street, cutting an estimated $10.1M.

  • 211 institutional investors held United Bankshares (UBSI) as of Q4 2015, up from 194 in Q3 2015.
  • Funds reported $1.43B of United Bankshares stock for Q4 2015, down 2.1% quarter-over-quarter.
  • 31 funds opened new United Bankshares positions in Q4 2015 and 11 closed out, a net change of +20 holders.
  • The largest United Bankshares buyer in Q4 2015 was BlackRock Fund Advisors, an estimated $11M added.
  • The largest United Bankshares seller in Q4 2015 was State Street, an estimated $10.1M sold.

Based on aggregated 13F filings for Q4 2015.