United Bankshares
UBSI
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.
53% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 15
4% more funds holding
Funds holding: 187 → 194 (+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: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$46.7M |
| 2 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
+$20M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.06M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$4.97M |
| 5 |
Bank of New York Mellon
New York
|
+$4.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$47.5M |
| 2 |
SM
Stratton Management
King Of Prussia,
Pennsylvania
|
-$22.3M |
| 3 |
AP
AHL Partners
London,
United Kingdom
|
-$7.34M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$5.71M |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$4.03M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AGM
201
Alpine Global Management
New York
| – | -$235K | -5,832 | Closed |
|
|
ARTA
202
A.R.T. Advisors
New York
| – | -$217K | -5,401 | Closed |
|
203
M&T Bank
Buffalo,
New York
| – | -$213K | -5,324 | Closed |
|
|
N
204
Nuveen
Charlotte,
North Carolina
| – | -$207 | -5,136 | Closed |
|
|
COI
205
Connable Office Inc
Kalamazoo,
Michigan
| – | -$200K | -4,978 | Closed |
|
|
TRCT
206
Tower Research Capital (TRC)
New York
| – | -$38K | -936 | Closed |
|
|
PR
207
Payden & Rygel
Los Angeles,
California
| – | -$14K | -360 | Closed |
|
208
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2K | -58 | 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.