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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
GAM
201
Gemmer Asset Management
California
$5K
HR
202
Howe & Rusling
New York
$4K +$4.15K +105 New
DADC
203
D.A. Davidson & Co
Montana
$3K
PFSC
204
Peoples Financial Services Corp
Pennsylvania
$3K
WA
205
WFG Advisors
Texas
$3K +$3.12K +79 New
UFA
206
US Financial Advisors
Massachusetts
$2K
HMS
207
Hanseatic Management Services
New Mexico
$1K -$989 -25 -50%
CHP
208
Cable Hill Partners
Oregon
$1K
FNBOO
209
First National Bank of Omaha
Nebraska
$632 -$27.7K -700 -4%
CCMH
210
Cornerstone Capital Management Holdings
New York
-$536K -14,100 Closed
RJA
211
Raymond James & Associates
Florida
-$498K -13,105 Closed
CIBC Asset Management
212
CIBC Asset Management
Ontario, Canada
-$226K -5,952 Closed
AL
213
Airain Ltd
Guernsey
-$217K -5,715 Closed
AIP
214
Ameritas Investment Partners
Nebraska
-$204K -5,360 Closed
QCG
215
Quadrant Capital Group
Ohio
-$36K -962 Closed
WA
216
Waverly Advisors
Alabama
-$21K -560 Closed
SIM
217
Sonora Investment Management
Arizona
-$15K -416 Closed
W
218
Wealthfront
California
-$13K -346 Closed
RPG
219
Risk Paradigm Group
Texas
-$3.12K -82 Closed
SSG
220
Summit Securities Group
New York
-$3K -79 Closed
TRCT
221
Tower Research Capital (TRC)
New York
+$119 +3 New

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.