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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
Nisa Investment Advisors
76
Nisa Investment Advisors
Missouri
$1.08M -$359K -11,800 -26%
NB
77
Norinchukin Bank
Japan
$1.02M – – –
U
78
UBS
Switzerland
$1.01M -$54.5K -1,791 -5%
VOYA Investment Management
79
VOYA Investment Management
Georgia
$1.01M +$184K +6,061 +24%
AAM
80
Advisors Asset Management
Colorado
$977K -$152K -5,007 -14%
LSERS
81
Louisiana State Employees Retirement System
Louisiana
$944K +$6.09K +200 +0.7%
CS
82
Credit Suisse
Switzerland
$875K -$446K -14,665 -35%
LPL Financial
83
LPL Financial
California
$874K +$153K +5,041 +23%
CAM
84
Capstone Asset Management
Texas
$832K +$166K +5,445 +27%
TD Asset Management
85
TD Asset Management
Ontario, Canada
$808K -$18.3K -600 -2%
AGI
86
Athena Global Investors
Virginia
$808K – – –
Citigroup
87
Citigroup
New York
$796K -$221K -7,249 -23%
TRSOTSOK
88
Teachers Retirement System of the State of Kentucky
Kentucky
$750K -$42.6K -1,400 -6%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$750K +$12.2K +400 +2%
UBS AM
90
UBS AM
Illinois
$653K +$33.5K +1,100 +6%
OCG
91
Opus Capital Group
Ohio
$606K -$22.8K -750 -4%
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$592K -$504K -16,560 -47%
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$575K -$151K -4,969 -22%
BlackRock
94
BlackRock
New York
$554K +$466K +15,325 +847%
T. Rowe Price Associates
95
T. Rowe Price Associates
Maryland
$540K -$9.13K -300 -2%
PP
96
Palladium Partners
Virginia
$528K – – –
PI
97
Placemark Investments
Illinois
$528K +$69.1K +2,271 +16%
SSB
98
Sandy Spring Bank
Maryland
$509K – – –
MERSOM
99
Municipal Employees' Retirement System of Michigan
Michigan
$506K +$12.2K +400 +3%
FNBOO
100
First National Bank of Omaha
Nebraska
$504K -$33.5K -1,100 -7%
2 3
4
5 6

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.