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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
BFA
1
BlackRock Fund Advisors
California
$261M +$11M +277,631 +4%
State Street
2
State Street
Massachusetts
$196M -$10.1M -256,181 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$181M +$6.44M +162,819 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$78.8M -$1.19M -30,019 -1%
EARNEST Partners
5
EARNEST Partners
Georgia
$61.3M -$1.86M -47,058 -3%
BIT
6
BlackRock Institutional Trust
California
$61.2M -$1.08M -27,349 -2%
Ameriprise
7
Ameriprise
Minnesota
$60.9M +$5.97M +150,966 +10%
Northern Trust
8
Northern Trust
Illinois
$56.4M -$396K -10,012 -0.7%
UBWV
9
United Bank (West Virginia)
West Virginia
$33.9M -$79.1K -2,000 -0.2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$31.5M -$1.69M -42,774 -5%
SCM
11
Sterling Capital Management
North Carolina
$19.1M
Norges Bank
12
Norges Bank
Norway
$19M +$486K +12,300 +2%
Principal Financial Group
13
Principal Financial Group
Iowa
$16.1M +$585K +14,796 +4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$16.1M +$233K +5,887 +1%
Invesco
15
Invesco
Georgia
$15.9M -$5.38M -136,151 -24%
New York State Common Retirement Fund
16
New York State Common Retirement Fund
New York
$13.1M +$111K +2,800 +0.8%
CIP
17
Chartwell Investment Partners
Pennsylvania
$12.3M +$17.8K +450 +0.1%
Bank of America
18
Bank of America
North Carolina
$10.8M +$571K +14,431 +5%
BIM
19
BlackRock Investment Management
Delaware
$10.5M +$70.5K +1,784 +0.6%
Goldman Sachs
20
Goldman Sachs
New York
$10M +$6.78M +171,464 +171%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$9.98M +$10.2M +258,276 +2,220%
Charles Schwab
22
Charles Schwab
California
$9.8M +$551K +13,931 +6%
UCFA
23
United Capital Financial Advisors
Texas
$9.61M -$314K -7,929 -3%
Wells Fargo
24
Wells Fargo
California
$9.31M -$227K -5,732 -2%
TCIM
25
TIAA CREF Investment Management
New York
$8.74M -$303K -7,652 -3%

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.