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United Bankshares

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: 167181 (+14)

0% more funds holding in top 10

Funds holding in top 10: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$596K +$4.88K +142 +0.9%
SSB
102
Sandy Spring Bank
Maryland
$591K
Public Employees Retirement Association of Colorado
103
Public Employees Retirement Association of Colorado
Colorado
$546K
PI
104
PineBridge Investments
New York
$539K +$20.6K +598 +4%
HW
105
Hancock Whitney
Mississippi
$536K -$16.4K -477 -3%
R
106
RQSI
Bahamas
$488K +$448K +13,043 New
RJA
107
Raymond James & Associates
Florida
$486K +$48.3K +1,406 +12%
EWM
108
Evermay Wealth Management
Virginia
$471K
FMBTD
109
First Midwest Bank Trust Division
Illinois
$458K -$1.38K -40 -0.3%
PA
110
Profund Advisors
Maryland
$455K +$86.5K +2,518 +26%
Barclays
111
Barclays
United Kingdom
$430K +$143K +4,147 +55%
MCWS
112
McKinley Carter Wealth Services
West Virginia
$415K -$1.68K -49 -0.4%
RFS
113
Rockefeller Financial Services
New York
$397K
Truist Financial
114
Truist Financial
North Carolina
$391K -$6.94K -202 -2%
Natixis Advisors
115
Natixis Advisors
Massachusetts
$386K +$354K +10,298 New
SAM
116
Silvercrest Asset Management
New York
$382K
NAMP
117
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$380K
Legal & General Group
118
Legal & General Group
United Kingdom
$374K -$8.87K -258 -3%
PI
119
Placemark Investments
Illinois
$363K -$324K -9,425 -49%
LTFS
120
Ladenburg Thalmann Financial Services
Florida
$363K +$289K +8,416 +662%
JP Morgan Chase
121
JP Morgan Chase
New York
$355K +$326K +9,475 New
GC
122
Guggenheim Capital
Illinois
$353K +$83.8K +2,438 +35%
Commonwealth Equity Services
123
Commonwealth Equity Services
Massachusetts
$347K -$110K -3,205 -26%
CHC
124
City Holding Co
West Virginia
$343K -$1.72K -50 -0.5%
DHFB
125
Dixon Hubard Feinour & Brown
Virginia
$341K

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.