We are live on ! Find out more
UBSI icon

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
SCA
51
STALEY CAPITAL ADVISERS
Pennsylvania
$2.75M – – –
GI
52
Gradient Investments
Minnesota
$2.63M +$367K +12,047 +17%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$2.34M +$1.6M +52,506 +264%
RFC
54
Russell Frank Company
Washington
$2.31M +$70K +2,301 +3%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$2.21M +$52.4K +1,720 +3%
Swiss National Bank
56
Swiss National Bank
Switzerland
$2.17M – – –
TPSF
57
Texas Permanent School Fund
Texas
$2.06M +$11.6K +382 +0.6%
Comerica Bank
58
Comerica Bank
Texas
$1.99M -$42.1K -1,383 -2%
Deutsche Bank
59
Deutsche Bank
Germany
$1.9M -$422K -13,857 -19%
NAM
60
NTV Asset Management
West Virginia
$1.79M – – –
NFA
61
Nationwide Fund Advisors
Ohio
$1.77M +$411K +13,519 +33%
State of Tennessee, Department of Treasury
62
State of Tennessee, Department of Treasury
Tennessee
$1.75M -$73K -2,400 -4%
ProShare Advisors
63
ProShare Advisors
Maryland
$1.72M -$1.09M -35,942 -40%
AIG
64
American International Group
New York
$1.7M +$46.4K +1,526 +3%
MLICM
65
Metropolitan Life Insurance Company (MetLife)
New York
$1.66M – – –
SNT
66
Security National Trust
West Virginia
$1.65M +$18.3K +600 +1%
RBA
67
Richard Bernstein Advisors
New York
$1.5M – – –
ASRS
68
Arizona State Retirement System
Arizona
$1.44M +$18.3K +600 +1%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$1.4M +$58K +1,905 +5%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$1.36M +$4.96K +163 +0.4%
VRS
71
Virginia Retirement Systems
Virginia
$1.27M -$91.3K -3,000 -7%
BA
72
BlackRock Advisors
Delaware
$1.24M +$336K +11,024 +40%
HNB
73
Huntington National Bank
Ohio
$1.14M – – –
B
74
BancorpSouth
Mississippi
$1.1M +$333K +10,948 +47%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$1.08M +$48.2K +1,584 +5%
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.