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United Bankshares
UBSI

166 hedge funds and large institutions have $809M invested in United Bankshares in 2013 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

440% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 5

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

21% more capital invested

Capital invested by funds: $666M → $809M (+$143M)

14% more funds holding

Funds holding: 145 → 166 (+21)

8% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 49

Holders
166
Holders Change
+21
Holders Change %
+14.48%
% of All Funds
4.82%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
27
Increased
53
Reduced
49
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EARNEST Partners
EARNEST Partners
Georgia
+$65M
2
UCFA
United Capital Financial Advisors
Texas
+$7.56M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$3.85M
4
Goldman Sachs
Goldman Sachs
New York
+$3.49M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2.73M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$8.18M
2
First Trust Advisors
First Trust Advisors
Illinois
-$3.54M
3
UBWV
United Bank (West Virginia)
West Virginia
-$3.12M
4
KCM
Kennedy Capital Management
Missouri
-$2.44M
5
Invesco
Invesco
Georgia
-$1.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
CNB
26
City National Bank
California
$5.86M +$1.44M +47,019 +34%
Ameriprise
27
Ameriprise
Minnesota
$5.8M +$170K +5,547 +3%
Goldman Sachs
28
Goldman Sachs
New York
$5.67M +$3.49M +113,989 +172%
MAA
29
Managed Account Advisors
New Jersey
$5.28M +$127K +4,136 +3%
TCM
30
Tributary Capital Management
Nebraska
$5.16M +$3.43K +112 +0.1%
New York State Teachers Retirement System (NYSTRS)
31
New York State Teachers Retirement System (NYSTRS)
New York
$4.69M -$358K -11,700 -7%
MCWS
32
McKinley Carter Wealth Services
West Virginia
$4.6M +$2.51M +81,869 +127%
Charles Schwab
33
Charles Schwab
California
$4.57M +$180K +5,887 +4%
Bank of America
34
Bank of America
North Carolina
$4.24M +$283K +9,249 +7%
WPW
35
Waldron Private Wealth
Pennsylvania
$4.18M +$4.07M +132,941 New
JP Morgan Chase
36
JP Morgan Chase
New York
$3.96M -$1.55M -50,711 -29%
Morgan Stanley
37
Morgan Stanley
New York
$3.65M +$488K +15,963 +16%
BIM
38
BlackRock Investment Management
Delaware
$3.56M -$3K -98 -0.1%
Public Sector Pension Investment Board (PSP Investments)
39
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.51M +$42.8K +1,400 +1%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$3.35M -$157K -5,120 -5%
Prudential Financial
41
Prudential Financial
New Jersey
$3.3M -$7.96K -260 -0.2%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$3.3M -$25.1K -819 -0.8%
PPA
43
Parametric Portfolio Associates
Washington
$3.12M +$221K +7,221 +8%
AllianceBernstein
44
AllianceBernstein
Tennessee
$3.07M -$11.9K -390 -0.4%
CPIM
45
Columbia Partners Investment Management
Virginia
$3.05M -$256K -8,365 -8%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$2.87M +$21.4K +700 +0.8%
BCM
47
Bridgeway Capital Management
Texas
$2.69M +$2.61M +85,400 New
SCA
48
STALEY CAPITAL ADVISERS
Pennsylvania
$2.67M – – –
Deutsche Bank
49
Deutsche Bank
Germany
$2.46M -$866K -28,297 -27%
TA
50
Teachers Advisors
New York
$2.46M +$166K +5,422 +7%
1
2
3 4 5

UBSI Hedge Fund Activity: Q4 2013 in Review

166 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q4 2013, worth a combined $809M — up 21% from $666M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new UBSI positions and 5 closed out — a net gain of 22 holders — while 53 added to existing stakes and 49 trimmed.

The largest buyer was EARNEST Partners, opening a new position worth an estimated $65M. The largest seller was Capital Research Global Investors, cutting an estimated $8.18M.

  • 166 institutional investors held United Bankshares (UBSI) as of Q4 2013, up from 145 in Q3 2013.
  • Funds reported $809M of United Bankshares stock for Q4 2013, up 21% quarter-over-quarter.
  • 27 funds opened new United Bankshares positions in Q4 2013 and 5 closed out, a net change of +22 holders.
  • The largest United Bankshares buyer in Q4 2013 was EARNEST Partners, an estimated $65M added.
  • The largest United Bankshares seller in Q4 2013 was Capital Research Global Investors, an estimated $8.18M sold.

Based on aggregated 13F filings for Q4 2013.