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United Bankshares

181 hedge funds and large institutions have $1.31B invested in United Bankshares in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

25% more capital invested

Capital invested by funds: $1.05B → $1.31B (+$260M)

8% more funds holding

Funds holding: 167181 (+14)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

18% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 61

Holders
181
Holders Change
+14
Holders Change %
+8.38%
% of All Funds
4.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
28
Increased
50
Reduced
61
Closed
13
Calls
$337K
Puts
Net Calls
+$337K
Net Calls Change
+$337K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$8.9M -$245K -7,132 -3%
Citadel Advisors
27
Citadel Advisors
Florida
$8.51M -$1.98M -57,527 -20%
Charles Schwab
28
Charles Schwab
California
$8.04M +$239K +6,961 +3%
First Trust Advisors
29
First Trust Advisors
Illinois
$6.83M -$809K -23,555 -11%
BCM
30
Basswood Capital Management
New York
$6.75M
TCM
31
Tributary Capital Management
Nebraska
$6.69M +$1.61M +46,705 +35%
SGCIA
32
Smith Graham & Co Investment Advisors
Texas
$6.58M -$373K -10,860 -6%
BGIM
33
Brandywine Global Investment Management
Pennsylvania
$6.47M
MAA
34
Managed Account Advisors
New Jersey
$6.24M -$132K -3,851 -2%
WB
35
WesBanco Bank
West Virginia
$6.04M -$125K -3,626 -2%
Deutsche Bank
36
Deutsche Bank
Germany
$5.94M +$1.09M +31,765 +25%
Prudential Financial
37
Prudential Financial
New Jersey
$5.91M +$11.3K +330 +0.2%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$5.42M -$41.2K -1,200 -0.8%
New York State Teachers Retirement System (NYSTRS)
39
New York State Teachers Retirement System (NYSTRS)
New York
$5.17M
WPW
40
Waldron Private Wealth
Pennsylvania
$4.96M -$9.52K -277 -0.2%
Morgan Stanley
41
Morgan Stanley
New York
$4.87M -$96.3K -2,802 -2%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$4.81M +$32.5K +945 +0.7%
Comerica Bank
43
Comerica Bank
Texas
$4.62M +$2.09M +60,721 +97%
Goldman Sachs
44
Goldman Sachs
New York
$4.55M +$901K +26,216 +28%
BG
45
BlackRock Group
United Kingdom
$4.51M +$418K +12,157 +11%
Bank of America
46
Bank of America
North Carolina
$4.5M -$48.5K -1,410 -1%
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.47M
AllianceBernstein
48
AllianceBernstein
Tennessee
$4.33M
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$4.04M +$128K +3,713 +4%
GI
50
Gradient Investments
Minnesota
$3.61M +$229K +6,664 +7%

UBSI Hedge Fund Activity: Q4 2014 in Review

181 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q4 2014, worth a combined $1.31B — up 25% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new UBSI positions and 13 closed out — a net gain of 15 holders — while 50 added to existing stakes and 61 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $19M. The largest seller was State Street, cutting an estimated $4.63M.

  • 181 institutional investors held United Bankshares (UBSI) as of Q4 2014, up from 167 in Q3 2014.
  • Funds reported $1.31B of United Bankshares stock for Q4 2014, up 25% quarter-over-quarter.
  • 28 funds opened new United Bankshares positions in Q4 2014 and 13 closed out, a net change of +15 holders.
  • The largest United Bankshares buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $19M added.
  • The largest United Bankshares seller in Q4 2014 was State Street, an estimated $4.63M sold.

Based on aggregated 13F filings for Q4 2014.