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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
Geode Capital Management
176
Geode Capital Management
Massachusetts
$17K +$986K +28,079 +6%
GWS
177
Glassman Wealth Services
Virginia
$16K
BC
178
Bartlett & Co
Ohio
$9K
PFBT
179
Parkside Financial Bank & Trust
Missouri
$9K
GI
180
Gradient Investments
Minnesota
$6K
AIS
181
Accurate Investment Solutions
Pennsylvania
$6K +$35 +1 +0.6%
MFS
182
MSI Financial Services
Massachusetts
$5K -$49.4K -1,408 -91%
CFS
183
Commonwealth Financial Services
West Virginia
$4K -$5.37K -153 -60%
GAM
184
Gemmer Asset Management
California
$4K
HR
185
Howe & Rusling
New York
$4K
DADC
186
D.A. Davidson & Co
Montana
$3K
PFSC
187
Peoples Financial Services Corp
Pennsylvania
$3K
WA
188
WFG Advisors
Texas
$3K
QCG
189
Quadrant Capital Group
Ohio
$3K +$3.58K +102 New
UFA
190
US Financial Advisors
Massachusetts
$2K
CHP
191
Cable Hill Partners
Oregon
$1K
Toronto Dominion Bank
192
Toronto Dominion Bank
Ontario, Canada
$1K +$983 +28 New
TRCT
193
Tower Research Capital (TRC)
New York
$1K +$1.26K +36 +1,200%
HW
194
Hancock Whitney
Mississippi
$746 +$35.2K +1,002 +5%
RA
195
Royce & Associates
New York
-$6.88M -185,955 Closed
BCM
196
BlueCrest Capital Management
Jersey
-$2.77M -74,874 Closed
PP
197
Paloma Partners
Connecticut
-$1.5M -40,436 Closed
Millennium Management
198
Millennium Management
New York
-$1.07M -28,934 Closed
EIA
199
Edgemoor Investment Advisors
Maryland
-$987K -26,674 Closed
SS
200
Simplicity Solutions
Minnesota
-$955K -25,814 Closed

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.