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United Bankshares
UBSI

171 hedge funds and large institutions have $938M invested in United Bankshares in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 87 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 40

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

16% more capital invested

Capital invested by funds: $809M → $938M (+$128M)

3% more funds holding

Funds holding: 166 → 171 (+5)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
171
Holders Change
+5
Holders Change %
+3.01%
% of All Funds
4.94%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
21
Increased
87
Reduced
40
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$32M
2
State Street
State Street
Massachusetts
+$19.9M
3
BFC
Banc Funds Company
Illinois
+$17.9M
4
Lazard Asset Management
Lazard Asset Management
New York
+$17.1M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$16.6M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$21.2M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$7.32M
3
MCWS
McKinley Carter Wealth Services
West Virginia
-$4.05M
4
CPIM
Columbia Partners Investment Management
Virginia
-$3.05M
5
EARNEST Partners
EARNEST Partners
Georgia
-$2.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
51
STALEY CAPITAL ADVISERS
Pennsylvania
$2.6M – – –
Deutsche Bank
52
Deutsche Bank
Germany
$2.22M -$175K -5,840 -7%
GI
53
Gradient Investments
Minnesota
$2.12M +$231K +7,704 +13%
Renaissance Technologies
54
Renaissance Technologies
New York
$2.08M +$2.03M +67,831 New
Swiss National Bank
55
Swiss National Bank
Switzerland
$2.05M +$672K +22,415 +50%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$2.04M – – –
RFC
57
Russell Frank Company
Washington
$2.03M -$154K -5,145 -7%
TPSF
58
Texas Permanent School Fund
Texas
$1.93M +$447K +14,897 +31%
Comerica Bank
59
Comerica Bank
Texas
$1.93M +$450K +14,988 +31%
JP Morgan Chase
60
JP Morgan Chase
New York
$1.89M -$1.92M -63,963 -51%
State of Tennessee, Department of Treasury
61
State of Tennessee, Department of Treasury
Tennessee
$1.73M +$258K +8,600 +18%
NAM
62
NTV Asset Management
West Virginia
$1.7M +$4.11K +137 +0.2%
MLICM
63
Metropolitan Life Insurance Company (MetLife)
New York
$1.57M +$319K +10,631 +26%
Millennium Management
64
Millennium Management
New York
$1.56M +$411K +13,703 +37%
AIG
65
American International Group
New York
$1.56M +$371K +12,364 +32%
SNT
66
Security National Trust
West Virginia
$1.54M +$145K +4,832 +11%
RBA
67
Richard Bernstein Advisors
New York
$1.42M +$226K +7,535 +19%
Nisa Investment Advisors
68
Nisa Investment Advisors
Missouri
$1.38M +$261K +8,700 +24%
ASRS
69
Arizona State Retirement System
Arizona
$1.35M +$227K +7,580 +21%
VRS
70
Virginia Retirement Systems
Virginia
$1.29M +$1.06M +35,200 +496%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$1.28M +$27.3K +910 +2%
CS
72
Credit Suisse
Switzerland
$1.28M +$198K +6,588 +19%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$1.27M +$171K +5,689 +16%
NFA
74
Nationwide Fund Advisors
Ohio
$1.26M +$383K +12,759 +45%
AAM
75
Advisors Asset Management
Colorado
$1.08M +$27.5K +918 +3%
1 2
3
4 5

UBSI Hedge Fund Activity: Q1 2014 in Review

171 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q1 2014, worth a combined $938M — up 16% from $809M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UBSI positions and 16 closed out — a net gain of 5 holders — while 87 added to existing stakes and 40 trimmed.

The largest buyer was Vanguard Group, adding an estimated $32M. The largest seller was First Trust Advisors, cutting an estimated $21.2M.

  • 171 institutional investors held United Bankshares (UBSI) as of Q1 2014, up from 166 in Q4 2013.
  • Funds reported $938M of United Bankshares stock for Q1 2014, up 16% quarter-over-quarter.
  • 21 funds opened new United Bankshares positions in Q1 2014 and 16 closed out, a net change of +5 holders.
  • The largest United Bankshares buyer in Q1 2014 was Vanguard Group, an estimated $32M added.
  • The largest United Bankshares seller in Q1 2014 was First Trust Advisors, an estimated $21.2M sold.

Based on aggregated 13F filings for Q1 2014.