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United Bankshares
UBSI

163 hedge funds and large institutions have $1.1B invested in United Bankshares in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 71 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 47

17% more capital invested

Capital invested by funds: $938M → $1.1B (+$162M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less funds holding

Funds holding: 171 → 163 (-8)

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

Holders
163
Holders Change
-8
Holders Change %
-4.68%
% of All Funds
4.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
8
Increased
71
Reduced
47
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$81.5M
2
Norges Bank
Norges Bank
Norway
+$15.2M
3
BIT
BlackRock Institutional Trust
California
+$9.45M
4
CNB
City National Bank
California
+$8.08M
5
Lazard Asset Management
Lazard Asset Management
New York
+$4.44M

Top Sellers

1
BFC
Banc Funds Company
Illinois
-$18.3M
2
Goldman Sachs
Goldman Sachs
New York
-$7.04M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$2.63M
4
Renaissance Technologies
Renaissance Technologies
New York
-$2.08M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$7.84M +$45.6K +1,497 +0.6%
Charles Schwab
27
Charles Schwab
California
$6.74M +$231K +7,575 +4%
First Trust Advisors
28
First Trust Advisors
Illinois
$6.59M +$1.28M +41,993 +26%
SGCIA
29
Smith Graham & Co Investment Advisors
Texas
$6.2M -$233K -7,650 -4%
WB
30
WesBanco Bank
West Virginia
$6.08M -$200K -6,582 -3%
BCM
31
Basswood Capital Management
New York
$5.83M – – –
Prudential Financial
32
Prudential Financial
New Jersey
$5.39M +$215K +7,075 +4%
MAA
33
Managed Account Advisors
New Jersey
$4.97M -$259K -8,518 -5%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$4.96M +$33.5K +1,100 +0.7%
BGIM
35
Brandywine Global Investment Management
Pennsylvania
$4.48M +$4.22M +138,619 New
Public Sector Pension Investment Board (PSP Investments)
36
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.46M +$358K +11,769 +9%
New York State Teachers Retirement System (NYSTRS)
37
New York State Teachers Retirement System (NYSTRS)
New York
$4.46M – – –
WPW
38
Waldron Private Wealth
Pennsylvania
$4.29M – – –
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$4.26M +$26K +853 +0.7%
Morgan Stanley
40
Morgan Stanley
New York
$4.21M +$284K +9,346 +8%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$4.08M +$244K +8,000 +7%
TCM
42
Tributary Capital Management
Nebraska
$4.03M +$46.2K +1,517 +1%
PPA
43
Parametric Portfolio Associates
Washington
$3.88M -$117K -3,837 -3%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.82M -$178K -5,850 -5%
Bank of America
45
Bank of America
North Carolina
$3.81M -$926K -30,412 -21%
AllianceBernstein
46
AllianceBernstein
Tennessee
$3.74M -$34K -1,116 -1%
BG
47
BlackRock Group
United Kingdom
$3.34M +$2.19M +71,960 +231%
TA
48
Teachers Advisors
New York
$3.2M -$68.2K -2,242 -2%
Goldman Sachs
49
Goldman Sachs
New York
$2.86M -$7.04M -231,296 -72%
BCM
50
Bridgeway Capital Management
Texas
$2.76M – – –
1
2
3 4 5

UBSI Hedge Fund Activity: Q2 2014 in Review

163 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q2 2014, worth a combined $1.1B — up 17% from $938M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of UBSI and 8 opened new positions — a net loss of 8 holders — while 47 trimmed existing stakes and 71 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $81.5M. The largest seller was Banc Funds Company, exiting entirely with an estimated $18.3M sold.

  • 163 institutional investors held United Bankshares (UBSI) as of Q2 2014, down from 171 in Q1 2014.
  • Funds reported $1.1B of United Bankshares stock for Q2 2014, up 17% quarter-over-quarter.
  • 8 funds opened new United Bankshares positions in Q2 2014 and 16 closed out, a net change of -8 holders.
  • The largest United Bankshares buyer in Q2 2014 was BlackRock Fund Advisors, an estimated $81.5M added.
  • The largest United Bankshares seller in Q2 2014 was Banc Funds Company, an estimated $18.3M sold.

Based on aggregated 13F filings for Q2 2014.