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United Bankshares

188 hedge funds and large institutions have $1.41B invested in United Bankshares in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

28% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 54

8% more capital invested

Capital invested by funds: $1.31B → $1.41B (+$100M)

4% more funds holding

Funds holding: 181188 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
188
Holders Change
+7
Holders Change %
+3.87%
% of All Funds
5.01%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
69
Reduced
54
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$259M -$13.3M -364,210 -5%
State Street
2
State Street
Massachusetts
$187M +$96.8M +2,647,695 +114%
Vanguard Group
3
Vanguard Group
Pennsylvania
$165M +$6.98M +190,928 +5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$73M +$9.22M +252,233 +15%
EARNEST Partners
5
EARNEST Partners
Georgia
$67.1M -$6.49M -177,482 -9%
BIT
6
BlackRock Institutional Trust
California
$59.8M +$4.45M +121,848 +8%
Northern Trust
7
Northern Trust
Illinois
$54.3M +$1.6M +43,736 +3%
UBWV
8
United Bank (West Virginia)
West Virginia
$36.3M -$2.16M -59,023 -6%
Lazard Asset Management
9
Lazard Asset Management
New York
$29.2M +$1.39M +38,053 +5%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$29M +$527K +14,428 +2%
SM
11
Stratton Management
Pennsylvania
$20.8M
Invesco
12
Invesco
Georgia
$20.2M -$481K -13,175 -2%
Norges Bank
13
Norges Bank
Norway
$18.9M -$847K -23,182 -4%
CNB
14
City National Bank
California
$17.1M -$114K -3,123 -0.7%
New York State Common Retirement Fund
15
New York State Common Retirement Fund
New York
$15.5M +$32.9K +900 +0.2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$15.4M +$275K +7,529 +2%
Principal Financial Group
17
Principal Financial Group
Iowa
$15.3M +$456K +12,488 +3%
RA
18
Royce & Associates
New York
$15.2M
BA
19
BlackRock Advisors
Delaware
$13.2M +$6.47K +177 +0.1%
GKIM
20
GW&K Investment Management
Massachusetts
$12.9M +$801K +21,910 +7%
CIP
21
Chartwell Investment Partners
Pennsylvania
$12.8M +$171K +4,678 +1%
Ameriprise
22
Ameriprise
Minnesota
$11.4M +$599K +16,403 +6%
TCIM
23
TIAA CREF Investment Management
New York
$11.2M -$205K -5,597 -2%
UCFA
24
United Capital Financial Advisors
Texas
$10.3M +$110K +3,000 +1%
BIM
25
BlackRock Investment Management
Delaware
$9.49M +$94.5K +2,586 +1%

UBSI Hedge Fund Activity: Q1 2015 in Review

188 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q1 2015, worth a combined $1.41B — up 7.7% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UBSI positions and 11 closed out — a net gain of 10 holders — while 69 added to existing stakes and 54 trimmed.

The largest buyer was State Street, adding an estimated $96.8M. The largest seller was BlackRock Fund Advisors, cutting an estimated $13.3M.

  • 188 institutional investors held United Bankshares (UBSI) as of Q1 2015, up from 181 in Q4 2014.
  • Funds reported $1.41B of United Bankshares stock for Q1 2015, up 7.7% quarter-over-quarter.
  • 21 funds opened new United Bankshares positions in Q1 2015 and 11 closed out, a net change of +10 holders.
  • The largest United Bankshares buyer in Q1 2015 was State Street, an estimated $96.8M added.
  • The largest United Bankshares seller in Q1 2015 was BlackRock Fund Advisors, an estimated $13.3M sold.

Based on aggregated 13F filings for Q1 2015.