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United Bankshares
UBSI

188 hedge funds and large institutions have $1.41B invested in United Bankshares in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

28% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 54

8% more capital invested

Capital invested by funds: $1.31B → $1.41B (+$100M)

4% more funds holding

Funds holding: 181 → 188 (+7)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
188
Holders Change
+7
Holders Change %
+3.87%
% of All Funds
5.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
69
Reduced
54
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$96.8M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$9.22M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$6.98M
4
BIT
BlackRock Institutional Trust
California
+$4.45M
5
FAB
First American Bank
Illinois
+$2.33M

Top Sellers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
-$13.3M
2
Citadel Advisors
Citadel Advisors
Florida
-$6.55M
3
EARNEST Partners
EARNEST Partners
Georgia
-$6.49M
4
Jane Street
Jane Street
New York
-$2.67M
5
UBS Group
UBS Group
Switzerland
-$2.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
76
Huntington National Bank
Ohio
$1.32M – – –
ProShare Advisors
77
ProShare Advisors
Maryland
$1.23M -$16.2K -443 -1%
NB
78
Norinchukin Bank
Japan
$1.19M – – –
VOYA Investment Management
79
VOYA Investment Management
Georgia
$1.17M – – –
UBS Group
80
UBS Group
Switzerland
$1.13M -$2.2M -60,267 -67%
LSERS
81
Louisiana State Employees Retirement System
Louisiana
$1.05M -$54.8K -1,500 -5%
CAM
82
Capstone Asset Management
Texas
$1.03M +$119K +3,270 +14%
EIA
83
Edgemoor Investment Advisors
Maryland
$1M – – –
TRSOTSOK
84
Teachers Retirement System of the State of Kentucky
Kentucky
$958K +$84K +2,300 +10%
AGI
85
Athena Global Investors
Virginia
$940K – – –
Robeco Institutional Asset Management
86
Robeco Institutional Asset Management
Netherlands
$906K +$881K +24,103 New
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$889K +$18.3K +500 +2%
UBS AM
88
UBS AM
Illinois
$842K +$36.5K +1,000 +5%
VRS
89
Virginia Retirement Systems
Virginia
$778K +$139K +3,800 +22%
HW
90
Hancock Whitney
Mississippi
$743K +$199K +5,456 +38%
MCWS
91
McKinley Carter Wealth Services
West Virginia
$731K +$306K +8,371 +75%
AGM
92
Alpine Global Management
New York
$726K +$706K +19,310 New
TD Asset Management
93
TD Asset Management
Ontario, Canada
$684K -$150K -4,100 -18%
JP Morgan Chase
94
JP Morgan Chase
New York
$666K +$301K +8,240 +87%
AAM
95
Advisors Asset Management
Colorado
$663K -$106K -2,907 -14%
Allianz Asset Management
96
Allianz Asset Management
Germany
$648K +$630K +17,240 New
T. Rowe Price Associates
97
T. Rowe Price Associates
Maryland
$628K – – –
VAM
98
Visium Asset Management
New York
$628K +$376K +10,291 +161%
OCG
99
Opus Capital Group
Ohio
$624K -$23.8K -650 -4%
PI
100
PineBridge Investments
New York
$617K +$73.2K +2,003 +14%
2 3
4
5 6

UBSI Hedge Fund Activity: Q1 2015 in Review

188 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q1 2015, worth a combined $1.41B — up 7.7% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UBSI positions and 11 closed out — a net gain of 10 holders — while 69 added to existing stakes and 54 trimmed.

The largest buyer was State Street, adding an estimated $96.8M. The largest seller was BlackRock Fund Advisors, cutting an estimated $13.3M.

  • 188 institutional investors held United Bankshares (UBSI) as of Q1 2015, up from 181 in Q4 2014.
  • Funds reported $1.41B of United Bankshares stock for Q1 2015, up 7.7% quarter-over-quarter.
  • 21 funds opened new United Bankshares positions in Q1 2015 and 11 closed out, a net change of +10 holders.
  • The largest United Bankshares buyer in Q1 2015 was State Street, an estimated $96.8M added.
  • The largest United Bankshares seller in Q1 2015 was BlackRock Fund Advisors, an estimated $13.3M sold.

Based on aggregated 13F filings for Q1 2015.