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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
MHI
101
Miller Howard Investments
New York
$484K – – –
Public Employees Retirement Association of Colorado
102
Public Employees Retirement Association of Colorado
Colorado
$471K +$202K +6,643 +84%
HW
103
Hancock Whitney
Mississippi
$460K -$5.36K -176 -1%
US Bancorp
104
US Bancorp
Minnesota
$459K +$8.19K +269 +2%
PA
105
Profund Advisors
Maryland
$449K -$84.7K -2,782 -17%
RJA
106
Raymond James & Associates
Florida
$428K +$403K +13,228 New
EWM
107
Evermay Wealth Management
Virginia
$407K – – –
JEW
108
Jamison Eaton & Wood
New Jersey
$387K – – –
WCBA
109
Weaver C. Barksdale & Associates
Tennessee
$384K – – –
LSV Asset Management
110
LSV Asset Management
Illinois
$373K -$147K -4,843 -30%
MCWS
111
McKinley Carter Wealth Services
West Virginia
$371K +$10.1K +333 +3%
Jane Street
112
Jane Street
New York
$363K -$383K -12,593 -53%
CHC
113
City Holding Co
West Virginia
$362K +$26.8K +880 +8%
FMBTD
114
First Midwest Bank Trust Division
Illinois
$359K +$9.13K +300 +3%
RFS
115
Rockefeller Financial Services
New York
$342K – – –
Truist Financial
116
Truist Financial
North Carolina
$334K +$152 +5 +0%
SAM
117
Silvercrest Asset Management
New York
$330K -$94.9K -3,118 -23%
NAMP
118
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$328K – – –
PI
119
PineBridge Investments
New York
$313K -$182K -5,966 -38%
DHFB
120
Dixon Hubard Feinour & Brown
Virginia
$295K – – –
JP Morgan Chase
121
JP Morgan Chase
New York
$288K -$1.61M -52,902 -86%
B
122
Baird
Wisconsin
$284K -$7.73K -254 -3%
JCM
123
Janney Capital Management
Pennsylvania
$283K – – –
Natixis Advisors
124
Natixis Advisors
Massachusetts
$265K +$3.04K +100 +1%
MSA
125
Mason Street Advisors
Wisconsin
$255K +$7.94K +261 +3%
3 4
5
6 7

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.