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United Bankshares

193 hedge funds and large institutions have $1.51B invested in United Bankshares in 2016 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 72 increasing their positions, 63 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 63

5% more capital invested

Capital invested by funds: $1.43B → $1.51B (+$76.3M)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 195193 (-2)

Holders
193
Holders Change
-2
Holders Change %
-1.03%
% of All Funds
5.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
72
Reduced
63
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$280M +$13.5M +357,087 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$198M +$5.85M +155,011 +3%
State Street
3
State Street
Massachusetts
$172M -$40.3M -1,068,250 -19%
Ameriprise
4
Ameriprise
Minnesota
$89.1M +$17.1M +453,844 +23%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$79.6M +$681K +18,058 +0.9%
BIT
6
BlackRock Institutional Trust
California
$62.6M -$495K -13,129 -0.8%
EARNEST Partners
7
EARNEST Partners
Georgia
$59.5M -$1.38M -36,564 -2%
Northern Trust
8
Northern Trust
Illinois
$57.2M -$457K -12,103 -0.8%
UBWV
9
United Bank (West Virginia)
West Virginia
$33.3M -$908K -24,069 -3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$30.9M -$1.95M -51,700 -6%
Invesco
11
Invesco
Georgia
$25.6M +$3.86M +102,408 +18%
SCM
12
Sterling Capital Management
North Carolina
$18.2M -$1.12M -29,800 -6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$18.1M +$742K +19,680 +4%
Principal Financial Group
14
Principal Financial Group
Iowa
$17.5M +$439K +11,649 +3%
Norges Bank
15
Norges Bank
Norway
$15.5M
BFC
16
Banc Funds Company
Illinois
$13.5M +$13.6M +360,711 New
New York State Common Retirement Fund
17
New York State Common Retirement Fund
New York
$13.4M +$7.54K +200 +0.1%
BIM
18
BlackRock Investment Management
Delaware
$13M +$524K +13,896 +4%
CIP
19
Chartwell Investment Partners
Pennsylvania
$12.2M +$8.49K +225 +0.1%
ECA
20
Endeavour Capital Advisors
Connecticut
$12.2M +$12.2M +323,990 New
Bank of America
21
Bank of America
North Carolina
$11.2M +$598K +15,854 +6%
Charles Schwab
22
Charles Schwab
California
$10.1M +$153K +4,057 +2%
UCFA
23
United Capital Financial Advisors
Texas
$9.49M -$51.4K -1,363 -0.5%
Wells Fargo
24
Wells Fargo
California
$9.2M -$372K -9,874 -4%
SCA
25
STALEY CAPITAL ADVISERS
Pennsylvania
$8.33M -$75.4K -2,000 -0.9%

UBSI Hedge Fund Activity: Q2 2016 in Review

193 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q2 2016, worth a combined $1.51B — up 5.3% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new UBSI positions and 15 closed out — a net gain of 1 holder — while 72 added to existing stakes and 63 trimmed.

The largest buyer was Ameriprise, adding an estimated $17.1M. The largest seller was State Street, cutting an estimated $40.3M.

  • 193 institutional investors held United Bankshares (UBSI) as of Q2 2016, down from 195 in Q1 2016.
  • Funds reported $1.51B of United Bankshares stock for Q2 2016, up 5.3% quarter-over-quarter.
  • 16 funds opened new United Bankshares positions in Q2 2016 and 15 closed out, a net change of +1 holder.
  • The largest United Bankshares buyer in Q2 2016 was Ameriprise, an estimated $17.1M added.
  • The largest United Bankshares seller in Q2 2016 was State Street, an estimated $40.3M sold.

Based on aggregated 13F filings for Q2 2016.