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United Bankshares

205 hedge funds and large institutions have $1.66B invested in United Bankshares in 2016 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 93 increasing their positions, 48 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

201% more call options, than puts

Call options by funds: $601K | Put options by funds: $200K

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

94% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 48

10% more capital invested

Capital invested by funds: $1.51B → $1.66B (+$149M)

6% more funds holding

Funds holding: 193205 (+12)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
205
Holders Change
+12
Holders Change %
+6.22%
% of All Funds
5.47%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
93
Reduced
48
Closed
9
Calls
$601K
Puts
$200K
Net Calls
+$401K
Net Calls Change
+$401K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$299M +$17.9M +467,351 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$223M +$25.2M +659,135 +13%
State Street
3
State Street
Massachusetts
$177M +$4.71M +122,994 +3%
Ameriprise
4
Ameriprise
Minnesota
$107M +$17.4M +455,437 +19%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$81.6M +$1.71M +44,662 +2%
BIT
6
BlackRock Institutional Trust
California
$65.7M +$2.92M +76,360 +5%
Northern Trust
7
Northern Trust
Illinois
$58.1M +$643K +16,796 +1%
EARNEST Partners
8
EARNEST Partners
Georgia
$57.4M -$2.47M -64,466 -4%
UBWV
9
United Bank (West Virginia)
West Virginia
$33.7M +$278K +7,263 +0.8%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$32.9M +$1.85M +48,372 +6%
Invesco
11
Invesco
Georgia
$30.8M +$5.21M +136,093 +20%
Norges Bank
12
Norges Bank
Norway
$20.4M +$5.89M +153,937 +37%
Principal Financial Group
13
Principal Financial Group
Iowa
$18.9M +$1.41M +36,712 +8%
SCM
14
Sterling Capital Management
North Carolina
$18.8M +$566K +14,793 +3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$18.4M +$263K +6,874 +1%
Brown Advisory
16
Brown Advisory
Maryland
$15.4M +$15M +392,045 +2,277%
New York State Common Retirement Fund
17
New York State Common Retirement Fund
New York
$13.5M +$99.5K +2,600 +0.7%
BIM
18
BlackRock Investment Management
Delaware
$13.2M +$83.1K +2,172 +0.6%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$13.1M +$9.06M +236,594 +214%
Bank of America
20
Bank of America
North Carolina
$12.3M +$1.03M +26,893 +9%
CIP
21
Chartwell Investment Partners
Pennsylvania
$11.5M -$735K -19,200 -6%
Charles Schwab
22
Charles Schwab
California
$10.9M +$732K +19,111 +7%
UCFA
23
United Capital Financial Advisors
Texas
$10.7M +$1.32M +34,541 +14%
Wells Fargo
24
Wells Fargo
California
$8.94M -$299K -7,804 -3%
Two Sigma Investments
25
Two Sigma Investments
New York
$8.43M +$8.57M +223,833 New

UBSI Hedge Fund Activity: Q3 2016 in Review

205 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q3 2016, worth a combined $1.66B — up 9.8% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new UBSI positions and 9 closed out — a net gain of 13 holders — while 93 added to existing stakes and 48 trimmed.

The largest buyer was Vanguard Group, adding an estimated $25.2M. The largest seller was Endeavour Capital Advisors, exiting entirely with an estimated $12.2M sold.

  • 205 institutional investors held United Bankshares (UBSI) as of Q3 2016, up from 193 in Q2 2016.
  • Funds reported $1.66B of United Bankshares stock for Q3 2016, up 9.8% quarter-over-quarter.
  • 22 funds opened new United Bankshares positions in Q3 2016 and 9 closed out, a net change of +13 holders.
  • The largest United Bankshares buyer in Q3 2016 was Vanguard Group, an estimated $25.2M added.
  • The largest United Bankshares seller in Q3 2016 was Endeavour Capital Advisors, an estimated $12.2M sold.

Based on aggregated 13F filings for Q3 2016.