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United Bankshares
UBSI

167 hedge funds and large institutions have $1.05B invested in United Bankshares in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 65 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 45

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

2% more funds holding

Funds holding: 163 → 167 (+4)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less capital invested

Capital invested by funds: $1.1B → $1.05B (-$48.8M)

Holders
167
Holders Change
+4
Holders Change %
+2.45%
% of All Funds
4.85%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
15
Increased
65
Reduced
45
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$10.8M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.77M
3
CIP
Chartwell Investment Partners
Pennsylvania
+$2.83M
4
SM
Stratton Management
Pennsylvania
+$2.48M
5
Deutsche Bank
Deutsche Bank
Germany
+$2.2M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$15.2M
2
State Street
State Street
Massachusetts
-$4.54M
3
CNB
City National Bank
California
-$2.44M
4
Northern Trust
Northern Trust
Illinois
-$1.52M
5
Invesco
Invesco
Georgia
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$7.55M +$46.3K +1,436 +0.6%
Charles Schwab
27
Charles Schwab
California
$6.43M -$18.1K -561 -0.3%
First Trust Advisors
28
First Trust Advisors
Illinois
$6.37M +$59.1K +1,833 +0.9%
SGCIA
29
Smith Graham & Co Investment Advisors
Texas
$5.77M -$166K -5,140 -3%
BCM
30
Basswood Capital Management
New York
$5.57M – – –
BGIM
31
Brandywine Global Investment Management
Pennsylvania
$5.34M +$1.1M +34,068 +25%
MAA
32
Managed Account Advisors
New Jersey
$5.27M +$545K +16,907 +11%
WB
33
WesBanco Bank
West Virginia
$5.1M -$745K -23,124 -12%
Prudential Financial
34
Prudential Financial
New Jersey
$4.87M -$302K -9,375 -6%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$4.75M +$3.22K +100 +0.1%
New York State Teachers Retirement System (NYSTRS)
36
New York State Teachers Retirement System (NYSTRS)
New York
$4.27M +$3.22K +100 +0.1%
Morgan Stanley
37
Morgan Stanley
New York
$4.11M +$77.2K +2,394 +2%
WPW
38
Waldron Private Wealth
Pennsylvania
$4.1M – – –
TCM
39
Tributary Capital Management
Nebraska
$4.08M +$227K +7,055 +6%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$3.94M +$42.7K +1,324 +1%
Deutsche Bank
41
Deutsche Bank
Germany
$3.92M +$2.2M +68,210 +116%
Bank of America
42
Bank of America
North Carolina
$3.76M +$118K +3,673 +3%
PPA
43
Parametric Portfolio Associates
Washington
$3.74M +$28.5K +885 +0.7%
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.69M -$600K -18,600 -13%
AllianceBernstein
45
AllianceBernstein
Tennessee
$3.58M – – –
BG
46
BlackRock Group
United Kingdom
$3.35M +$162K +5,016 +5%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$3.22M -$887K -27,510 -21%
RFC
48
Russell Frank Company
Washington
$3.1M +$925K +28,699 +40%
TA
49
Teachers Advisors
New York
$3.08M +$11.6K +360 +0.4%
Goldman Sachs
50
Goldman Sachs
New York
$2.95M +$222K +6,879 +8%
1
2
3 4 5

UBSI Hedge Fund Activity: Q3 2014 in Review

167 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q3 2014, worth a combined $1.05B — down 4.4% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UBSI positions and 11 closed out — a net gain of 4 holders — while 65 added to existing stakes and 45 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $10.8M. The largest seller was Norges Bank, cutting an estimated $15.2M.

  • 167 institutional investors held United Bankshares (UBSI) as of Q3 2014, up from 163 in Q2 2014.
  • Funds reported $1.05B of United Bankshares stock for Q3 2014, down 4.4% quarter-over-quarter.
  • 15 funds opened new United Bankshares positions in Q3 2014 and 11 closed out, a net change of +4 holders.
  • The largest United Bankshares buyer in Q3 2014 was BlackRock Fund Advisors, an estimated $10.8M added.
  • The largest United Bankshares seller in Q3 2014 was Norges Bank, an estimated $15.2M sold.

Based on aggregated 13F filings for Q3 2014.