United Bankshares
UBSI
188 hedge funds and large institutions have $1.57B invested in United Bankshares in 2015 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 70 increasing their positions, 56 reducing their positions, and 11 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
25% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 56
18% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 11
10% more capital invested
Capital invested by funds: $1.42B → $1.57B (+$149M)
1% less funds holding
Funds holding: 189 → 188 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$68.3M |
| 2 |
AP
AHL Partners
London,
United Kingdom
|
+$7.54M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.34M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$4.72M |
| 5 |
MCWS
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
+$3.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$29.2M |
| 2 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$12.9M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$5.48M |
| 4 |
Millennium Management
New York
|
-$2.53M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.38M |
UBSI Hedge Fund Activity: Q2 2015 in Review
188 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q2 2015, worth a combined $1.57B — up 10% from $1.42B a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new UBSI positions and 11 closed out — a net gain of 2 holders — while 70 added to existing stakes and 56 trimmed.
The largest buyer was State Street, adding an estimated $68.3M. The largest seller was Lazard Asset Management, exiting entirely with an estimated $29.2M sold.
- 188 institutional investors held United Bankshares (UBSI) as of Q2 2015, down from 189 in Q1 2015.
- Funds reported $1.57B of United Bankshares stock for Q2 2015, up 10% quarter-over-quarter.
- 13 funds opened new United Bankshares positions in Q2 2015 and 11 closed out, a net change of +2 holders.
- The largest United Bankshares buyer in Q2 2015 was State Street, an estimated $68.3M added.
- The largest United Bankshares seller in Q2 2015 was Lazard Asset Management, an estimated $29.2M sold.
Based on aggregated 13F filings for Q2 2015.