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United Bankshares

195 hedge funds and large institutions have $1.43B invested in United Bankshares in 2016 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 74 increasing their positions, 62 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 62

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $1.43B → $1.43B (-$825K)

8% less funds holding

Funds holding: 211195 (-16)

54% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 28

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
195
Holders Change
-16
Holders Change %
-7.58%
% of All Funds
5.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
74
Reduced
62
Closed
28
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$261M +$1.84M +52,486 +0.7%
State Street
2
State Street
Massachusetts
$207M +$12.8M +366,062 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$188M +$7.48M +213,083 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$77.2M -$982K -27,986 -1%
Ameriprise
5
Ameriprise
Minnesota
$70.7M +$9.99M +284,733 +17%
BIT
6
BlackRock Institutional Trust
California
$61.7M +$924K +26,336 +2%
EARNEST Partners
7
EARNEST Partners
Georgia
$59.6M -$1.14M -32,494 -2%
Northern Trust
8
Northern Trust
Illinois
$56.4M +$446K +12,718 +0.8%
UBWV
9
United Bank (West Virginia)
West Virginia
$33.5M -$132K -3,768 -0.4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$32.2M +$899K +25,607 +3%
Invesco
11
Invesco
Georgia
$21.3M +$5.31M +151,241 +35%
SCM
12
Sterling Capital Management
North Carolina
$18.9M -$79.8K -2,274 -0.4%
Principal Financial Group
13
Principal Financial Group
Iowa
$16.7M +$615K +17,523 +4%
Norges Bank
14
Norges Bank
Norway
$15.1M -$3.58M -102,048 -20%
New York State Common Retirement Fund
15
New York State Common Retirement Fund
New York
$13.1M +$49.1K +1,400 +0.4%
BIM
16
BlackRock Investment Management
Delaware
$12.2M +$1.73M +49,365 +17%
CIP
17
Chartwell Investment Partners
Pennsylvania
$11.9M -$245K -6,968 -2%
Bank of America
18
Bank of America
North Carolina
$10.4M -$288K -8,195 -3%
Charles Schwab
19
Charles Schwab
California
$9.77M +$41.2K +1,174 +0.4%
Wells Fargo
20
Wells Fargo
California
$9.36M +$122K +3,483 +1%
UCFA
21
United Capital Financial Advisors
Texas
$9.21M -$305K -8,700 -3%
TCIM
22
TIAA CREF Investment Management
New York
$8.48M -$182K -5,197 -2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$8.25M -$1.58M -45,149 -17%
SCA
24
STALEY CAPITAL ADVISERS
Pennsylvania
$8.22M +$5.02M +143,000 +176%
First Trust Advisors
25
First Trust Advisors
Illinois
$8.22M +$1.41M +40,146 +22%

UBSI Hedge Fund Activity: Q1 2016 in Review

195 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q1 2016, worth a combined $1.43B — down 0.06% from $1.43B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of UBSI and 13 opened new positions — a net loss of 15 holders — while 62 trimmed existing stakes and 74 added.

The largest buyer was State Street, adding an estimated $12.8M. The largest seller was Royce & Associates, exiting entirely with an estimated $6.88M sold.

  • 195 institutional investors held United Bankshares (UBSI) as of Q1 2016, down from 211 in Q4 2015.
  • Funds reported $1.43B of United Bankshares stock for Q1 2016, down 0.06% quarter-over-quarter.
  • 13 funds opened new United Bankshares positions in Q1 2016 and 28 closed out, a net change of -15 holders.
  • The largest United Bankshares buyer in Q1 2016 was State Street, an estimated $12.8M added.
  • The largest United Bankshares seller in Q1 2016 was Royce & Associates, an estimated $6.88M sold.

Based on aggregated 13F filings for Q1 2016.