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United Bankshares

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.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

4% more funds holding

Funds holding: 187194 (+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: 32 (-1)

Holders
194
Holders Change
+7
Holders Change %
+3.74%
% of All Funds
5.42%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
23
Increased
63
Reduced
59
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$257M +$503K +12,816 +0.2%
State Street
2
State Street
Massachusetts
$211M -$47.5M -1,210,393 -18%
Vanguard Group
3
Vanguard Group
Pennsylvania
$180M +$8.06M +205,466 +5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$82.1M +$3.78M +96,369 +5%
EARNEST Partners
5
EARNEST Partners
Georgia
$64.7M -$3.28M -83,526 -5%
BIT
6
BlackRock Institutional Trust
California
$63.9M +$4.97M +126,501 +8%
Northern Trust
7
Northern Trust
Illinois
$58.3M +$871K +22,196 +1%
Ameriprise
8
Ameriprise
Minnesota
$57.2M +$46.7M +1,190,862 +387%
UBWV
9
United Bank (West Virginia)
West Virginia
$34.9M -$1.67M -42,567 -4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$33.9M +$4.39M +111,852 +14%
Invesco
11
Invesco
Georgia
$21.5M +$2.44M +62,232 +12%
SCM
12
Sterling Capital Management
North Carolina
$19.6M +$20M +510,025 +8,502%
Norges Bank
13
Norges Bank
Norway
$19.1M
Geode Capital Management
14
Geode Capital Management
Massachusetts
$16.3M +$563K +14,347 +3%
Principal Financial Group
15
Principal Financial Group
Iowa
$16M +$766K +19,510 +5%
CNB
16
City National Bank
California
$15.9M -$1.26M -32,195 -7%
New York State Common Retirement Fund
17
New York State Common Retirement Fund
New York
$13.4M -$3.67M -93,419 -21%
RA
18
Royce & Associates
New York
$12.7M -$2M -51,000 -13%
CIP
19
Chartwell Investment Partners
Pennsylvania
$12.6M -$682K -17,375 -5%
BIM
20
BlackRock Investment Management
Delaware
$10.7M -$6.24K -159 -0.1%
Bank of America
21
Bank of America
North Carolina
$10.5M +$4.33M +110,228 +66%
UCFA
22
United Capital Financial Advisors
Texas
$10.2M -$214K -5,451 -2%
Wells Fargo
23
Wells Fargo
California
$9.77M -$63.9K -1,627 -0.6%
Charles Schwab
24
Charles Schwab
California
$9.54M +$363K +9,253 +4%
TCIM
25
TIAA CREF Investment Management
New York
$9.27M -$319K -8,136 -3%

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.