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United Bankshares
UBSI

217 hedge funds and large institutions have $2.23B invested in United Bankshares in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 94 increasing their positions, 56 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

418% more call options, than puts

Call options by funds: $1.36M | Put options by funds: $262K

68% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 56

2.72% more ownership

Funds ownership: 62.42% → 65.14% (+2.7%)

5% less capital invested

Capital invested by funds: $2.34B → $2.23B (-$113M)

8% less funds holding

Funds holding: 235 → 217 (-18)

34% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 32

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
217
Holders Change
-18
Holders Change %
-7.66%
% of All Funds
5.4%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
21
Increased
94
Reduced
56
Closed
32
Calls
$1.36M
Puts
$262K
Net Calls
+$1.09M
Net Calls Change
-$2.83M

Top Buyers

1
BlackRock
BlackRock
New York
+$547M
2
State Street
State Street
Massachusetts
+$95.3M
3
GKIM
GW&K Investment Management
Massachusetts
+$17.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$17.4M
5
Northern Trust
Northern Trust
Illinois
+$11.3M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$15M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$13.2M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$11.9M
4
LCM
Laurion Capital Management
New York
-$11.6M
5
MCA
Mendon Capital Advisors
Florida
-$9.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$530M +$547M +12,426,053 +9,877%
State Street
2
State Street
Massachusetts
$350M +$95.3M +2,163,599 +35%
Vanguard Group
3
Vanguard Group
Pennsylvania
$304M +$17.4M +394,932 +6%
Ameriprise
4
Ameriprise
Minnesota
$134M +$5.74M +130,206 +4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$79.7M -$15M -339,445 -15%
Northern Trust
6
Northern Trust
Illinois
$77.5M +$11.3M +257,627 +16%
EARNEST Partners
7
EARNEST Partners
Georgia
$60.4M +$961K +21,822 +2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$46.6M +$3.1M +70,392 +7%
UBWV
9
United Bank (West Virginia)
West Virginia
$37.4M -$837K -19,002 -2%
Invesco
10
Invesco
Georgia
$33.9M +$295K +6,695 +0.8%
GKIM
11
GW&K Investment Management
Massachusetts
$33.3M +$17.5M +396,249 +101%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$27.2M +$2.25M +51,184 +9%
Principal Financial Group
13
Principal Financial Group
Iowa
$26.4M +$1.01M +23,025 +4%
Bank of America
14
Bank of America
North Carolina
$22.9M +$4.43M +100,517 +23%
Norges Bank
15
Norges Bank
Norway
$21.8M +$562K +12,760 +3%
SCM
16
Sterling Capital Management
North Carolina
$19.9M – – –
New York State Common Retirement Fund
17
New York State Common Retirement Fund
New York
$16.7M +$1.58M +35,827 +10%
Charles Schwab
18
Charles Schwab
California
$16.6M +$2.88M +65,406 +20%
Two Sigma Investments
19
Two Sigma Investments
New York
$16.2M +$5.09M +115,506 +43%
Brown Advisory
20
Brown Advisory
Maryland
$14M -$2.53M -57,490 -15%
CIP
21
Chartwell Investment Partners
Pennsylvania
$12.6M +$30.8K +700 +0.2%
TCM
22
Tributary Capital Management
Nebraska
$12.2M +$2.5M +56,726 +24%
Wells Fargo
23
Wells Fargo
California
$12.1M +$706K +16,033 +6%
UCFA
24
United Capital Financial Advisors
Texas
$10.8M -$828K -18,803 -7%
First Trust Advisors
25
First Trust Advisors
Illinois
$9.52M -$101K -2,299 -1%
1
2 3 4 5

UBSI Hedge Fund Activity: Q1 2017 in Review

217 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q1 2017, worth a combined $2.23B — down 4.8% from $2.34B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of UBSI and 21 opened new positions — a net loss of 11 holders — while 56 trimmed existing stakes and 94 added.

The largest buyer was BlackRock, adding an estimated $547M. The largest seller was Dimensional Fund Advisors, cutting an estimated $15M.

  • 217 institutional investors held United Bankshares (UBSI) as of Q1 2017, down from 235 in Q4 2016.
  • Funds reported $2.23B of United Bankshares stock for Q1 2017, down 4.8% quarter-over-quarter.
  • 21 funds opened new United Bankshares positions in Q1 2017 and 32 closed out, a net change of -11 holders.
  • The largest United Bankshares buyer in Q1 2017 was BlackRock, an estimated $547M added.
  • The largest United Bankshares seller in Q1 2017 was Dimensional Fund Advisors, an estimated $15M sold.

Based on aggregated 13F filings for Q1 2017.