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United Bankshares
UBSI

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: 167 → 181 (+14)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (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

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$19M
2
BA
BlackRock Advisors
Delaware
+$10.8M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.59M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.25M
5
Jane Street
Jane Street
New York
+$2.45M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$4.63M
2
RFC
Russell Frank Company
Washington
-$3.1M
3
BCM
Bridgeway Capital Management
Texas
-$2.67M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.06M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
ProShare Advisors
76
ProShare Advisors
Maryland
$1.24M -$418K -12,177 -27%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$1.19M – – –
NB
78
Norinchukin Bank
Japan
$1.18M – – –
VOYA Investment Management
79
VOYA Investment Management
Georgia
$1.17M – – –
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$1.13M +$290K +8,430 +39%
LSERS
81
Louisiana State Employees Retirement System
Louisiana
$1.1M +$6.87K +200 +0.7%
EIA
82
Edgemoor Investment Advisors
Maryland
$999K +$917K +26,674 New
AGI
83
Athena Global Investors
Virginia
$936K – – –
CAM
84
Capstone Asset Management
Texas
$906K -$68.7K -2,000 -8%
TRSOTSOK
85
Teachers Retirement System of the State of Kentucky
Kentucky
$869K – – –
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$867K +$5.16K +150 +0.7%
TD Asset Management
87
TD Asset Management
Ontario, Canada
$835K -$68.7K -2,000 -8%
UBS AM
88
UBS AM
Illinois
$801K +$41.2K +1,200 +6%
AAM
89
Advisors Asset Management
Colorado
$769K -$164K -4,774 -19%
Millennium Management
90
Millennium Management
New York
$751K +$689K +20,056 New
FNBOO
91
First National Bank of Omaha
Nebraska
$729K +$133K +3,875 +25%
Renaissance Technologies
92
Renaissance Technologies
New York
$727K +$667K +19,400 New
IPC
93
Independent Portfolio Consultants
Florida
$670K +$334K +9,710 +119%
OCG
94
Opus Capital Group
Ohio
$646K -$25.8K -750 -4%
VRS
95
Virginia Retirement Systems
Virginia
$633K – – –
T. Rowe Price Associates
96
T. Rowe Price Associates
Maryland
$625K – – –
PP
97
Palladium Partners
Virginia
$611K – – –
MERSOM
98
Municipal Employees' Retirement System of Michigan
Michigan
$608K – – –
BlackRock
99
BlackRock
New York
$605K -$40.2K -1,171 -7%
SG Americas Securities
100
SG Americas Securities
New York
$597K +$548K +15,945 New
2 3
4
5 6

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.