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United Bankshares
UBSI

231 hedge funds and large institutions have $2.58B invested in United Bankshares in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 102 increasing their positions, 67 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $528K

52% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 67

3.35% more ownership

Funds ownership: 62.83% → 66.18% (+3.3%)

0% more capital invested

Capital invested by funds: $2.58B → $2.58B (+$1.21M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

9% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 32

3% less funds holding

Funds holding: 238 → 231 (-7)

Holders
231
Holders Change
-7
Holders Change %
-2.94%
% of All Funds
5.76%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
102
Reduced
67
Closed
32
Calls
$1.25M
Puts
$528K
Net Calls
+$727K
Net Calls Change
+$104K

Top Buyers

1
State Street
State Street
Massachusetts
+$58.7M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$44.5M
3
M&T Bank
M&T Bank
New York
+$17.1M
4
Deutsche Bank
Deutsche Bank
Germany
+$11.7M
5
HA
Heartland Advisors
Wisconsin
+$11.5M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$70M
2
HA
Homestead Advisers
Virginia
-$14.6M
3
ORIO
Old Republic International (ORI)
Illinois
-$7.53M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
-$5.9M
5
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
-$5.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$513M +$4.06M +115,246 +0.8%
State Street
2
State Street
Massachusetts
$465M +$58.7M +1,666,609 +15%
Vanguard Group
3
Vanguard Group
Pennsylvania
$325M +$2.96M +83,973 +1%
Northern Trust
4
Northern Trust
Illinois
$111M +$1.4M +39,735 +1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$109M +$2.03M +57,657 +2%
EARNEST Partners
6
EARNEST Partners
Georgia
$54.6M +$957K +27,205 +2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$50.4M -$77.2K -2,194 -0.2%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$47M +$44.5M +1,264,312 New
UBWV
9
United Bank (West Virginia)
West Virginia
$36.5M +$3.49M +99,161 +11%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$34.2M +$558K +15,862 +2%
Bank of America
11
Bank of America
North Carolina
$30.2M +$11.1M +316,013 +64%
GKIM
12
GW&K Investment Management
Massachusetts
$28.6M -$24.4K -694 -0.1%
TCM
13
Tributary Capital Management
Nebraska
$26.8M +$1.8M +51,145 +8%
Macquarie Group
14
Macquarie Group
Australia
$24.7M +$2.85M +81,008 +14%
Invesco
15
Invesco
Georgia
$24.5M +$3.45M +97,887 +17%
Goldman Sachs
16
Goldman Sachs
New York
$24.2M +$7.52M +213,695 +49%
Norges Bank
17
Norges Bank
Norway
$23.7M +$2.56M +72,712 +13%
Ameriprise
18
Ameriprise
Minnesota
$22.7M -$70M -1,988,726 -76%
CCMLC
19
Cardinal Capital Management LLC (Connecticut)
Connecticut
$22.7M -$880K -24,990 -4%
Deutsche Bank
20
Deutsche Bank
Germany
$21.2M +$11.7M +332,665 +140%
Charles Schwab
21
Charles Schwab
California
$21M +$929K +26,406 +5%
HA
22
Homestead Advisers
Virginia
$20.9M -$14.6M -414,311 -42%
Millennium Management
23
Millennium Management
New York
$19.7M +$11.4M +323,528 +157%
Citadel Advisors
24
Citadel Advisors
Florida
$19.1M +$8.44M +239,894 +88%
M&T Bank
25
M&T Bank
New York
$18.1M +$17.1M +486,197 New
1
2 3 4 5

UBSI Hedge Fund Activity: Q3 2017 in Review

231 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q3 2017, worth a combined $2.58B — up 0.05% from $2.58B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of UBSI and 29 opened new positions — a net loss of 3 holders — while 67 trimmed existing stakes and 102 added.

The largest buyer was State Street, adding an estimated $58.7M. The largest seller was Ameriprise, cutting an estimated $70M.

  • 231 institutional investors held United Bankshares (UBSI) as of Q3 2017, down from 238 in Q2 2017.
  • Funds reported $2.58B of United Bankshares stock for Q3 2017, up 0.05% quarter-over-quarter.
  • 29 funds opened new United Bankshares positions in Q3 2017 and 32 closed out, a net change of -3 holders.
  • The largest United Bankshares buyer in Q3 2017 was State Street, an estimated $58.7M added.
  • The largest United Bankshares seller in Q3 2017 was Ameriprise, an estimated $70M sold.

Based on aggregated 13F filings for Q3 2017.