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United Bankshares
UBSI

166 hedge funds and large institutions have $809M invested in United Bankshares in 2013 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

440% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 5

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

21% more capital invested

Capital invested by funds: $666M → $809M (+$143M)

14% more funds holding

Funds holding: 145 → 166 (+21)

8% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 49

Holders
166
Holders Change
+21
Holders Change %
+14.48%
% of All Funds
4.82%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
27
Increased
53
Reduced
49
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EARNEST Partners
EARNEST Partners
Georgia
+$65M
2
UCFA
United Capital Financial Advisors
Texas
+$7.56M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$3.85M
4
Goldman Sachs
Goldman Sachs
New York
+$3.49M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2.73M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$8.18M
2
First Trust Advisors
First Trust Advisors
Illinois
-$3.54M
3
UBWV
United Bank (West Virginia)
West Virginia
-$3.12M
4
KCM
Kennedy Capital Management
Missouri
-$2.44M
5
Invesco
Invesco
Georgia
-$1.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFA
76
Nationwide Fund Advisors
Ohio
$896K – – –
PA
77
Profund Advisors
Maryland
$880K -$86.6K -2,831 -9%
T. Rowe Price Associates
78
T. Rowe Price Associates
Maryland
$874K +$141K +4,600 +20%
Two Sigma Advisers
79
Two Sigma Advisers
New York
$842K +$61.2K +2,000 +8%
TD Asset Management
80
TD Asset Management
Ontario, Canada
$837K +$27.5K +900 +4%
D.E. Shaw & Co
81
D.E. Shaw & Co
New York
$836K +$37.4K +1,223 +5%
AGM
82
Alpine Global Management
New York
$819K +$797K +26,034 New
VOYA Investment Management
83
VOYA Investment Management
Georgia
$789K – – –
BG
84
BlackRock Group
United Kingdom
$780K – – –
Arrowstreet Capital
85
Arrowstreet Capital
Massachusetts
$759K +$738K +24,129 New
ProShare Advisors
86
ProShare Advisors
Maryland
$751K -$773K -25,259 -51%
FNBOO
87
First National Bank of Omaha
Nebraska
$691K -$13K -425 -2%
U
88
UBS
Switzerland
$681K -$246K -8,048 -27%
LPL Financial
89
LPL Financial
California
$668K +$31.7K +1,036 +5%
LSERS
90
Louisiana State Employees Retirement System
Louisiana
$667K +$649K +21,200 New
GC
91
Guggenheim Capital
Illinois
$648K -$156K -5,085 -20%
TRSOTSOK
92
Teachers Retirement System of the State of Kentucky
Kentucky
$607K -$42.8K -1,400 -7%
UBS AM
93
UBS AM
Illinois
$569K -$49K -1,600 -8%
CAM
94
Capstone Asset Management
Texas
$554K +$68.3K +2,232 +15%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$538K +$524K +17,110 New
BA
96
BlackRock Advisors
Delaware
$527K – – –
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
$525K – – –
PP
98
Palladium Partners
Virginia
$515K -$4.19K -137 -0.8%
MHI
99
Miller Howard Investments
New York
$470K – – –
FP
100
Foundry Partners
Minnesota
$446K +$434K +14,170 New
2 3
4
5 6

UBSI Hedge Fund Activity: Q4 2013 in Review

166 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q4 2013, worth a combined $809M — up 21% from $666M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new UBSI positions and 5 closed out — a net gain of 22 holders — while 53 added to existing stakes and 49 trimmed.

The largest buyer was EARNEST Partners, opening a new position worth an estimated $65M. The largest seller was Capital Research Global Investors, cutting an estimated $8.18M.

  • 166 institutional investors held United Bankshares (UBSI) as of Q4 2013, up from 145 in Q3 2013.
  • Funds reported $809M of United Bankshares stock for Q4 2013, up 21% quarter-over-quarter.
  • 27 funds opened new United Bankshares positions in Q4 2013 and 5 closed out, a net change of +22 holders.
  • The largest United Bankshares buyer in Q4 2013 was EARNEST Partners, an estimated $65M added.
  • The largest United Bankshares seller in Q4 2013 was Capital Research Global Investors, an estimated $8.18M sold.

Based on aggregated 13F filings for Q4 2013.