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United Bankshares
UBSI

145 hedge funds and large institutions have $666M invested in United Bankshares in 2013 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 36

9% more capital invested

Capital invested by funds: $611M → $666M (+$55.1M)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more funds holding

Funds holding: 145 → 145 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
145
Holders Change
–
Holders Change %
0%
% of All Funds
4.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
53
Reduced
36
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CNB
City National Bank
California
+$3.16M
2
Northern Trust
Northern Trust
Illinois
+$2.8M
3
MCWS
McKinley Carter Wealth Services
West Virginia
+$1.52M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.46M
5
Comerica Bank
Comerica Bank
Texas
+$1.43M

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$6.35M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$5.01M
3
Two Sigma Investments
Two Sigma Investments
New York
-$3.51M
4
Bank of America
Bank of America
North Carolina
-$1.18M
5
Renaissance Technologies
Renaissance Technologies
New York
-$733K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$75K +$74K +2,603 New
FHA
127
First Horizon Advisors
Tennessee
$46K – – –
BlackRock
128
BlackRock
New York
$42K – – –
Creative Planning
129
Creative Planning
Kansas
$26K – – –
LTFS
130
Ladenburg Thalmann Financial Services
Florida
$26K – – –
Bessemer Group
131
Bessemer Group
New Jersey
$24K – – –
AC
132
Alexandria Capital
Virginia
$21K – – –
PAM
133
Panagora Asset Management
Massachusetts
$20K – – –
OSNBOA
134
Old Second National Bank of Aurora
Illinois
$12K – – –
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$10K – – –
CTC
136
Central Trust Company
Missouri
$8K – – –
PCM
137
Prelude Capital Management
New York
$6K +$5.69K +200 New
MFS
138
MSI Financial Services
Massachusetts
$5K – – –
PTC
139
Private Trust Company
Ohio
$4K +$967 +34 +37%
Manulife (Manufacturers Life Insurance)
140
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.36K +$117K +4,128 +4%
PR
141
Payden & Rygel
California
$3K – – –
GT
142
Glenmede Trust
Pennsylvania
$2K – – –
RNS
143
Robert N. Shapiro
$2K – – –
NES
144
New England Securities
New York
$2K +$1.48K +52 New
PFS
145
Penseco Financial Services
Pennsylvania
$2K +$2.1K +74 New
UCFA
146
United Capital Financial Advisors
Texas
– -$6.35M -240,230 Closed
Schroder Investment Management Group
147
Schroder Investment Management Group
United Kingdom
– -$5.01M -189,238 Closed
Renaissance Technologies
148
Renaissance Technologies
New York
– -$733K -27,699 Closed
Millennium Management
149
Millennium Management
New York
– -$388K -14,673 Closed
Nomura Holdings
150
Nomura Holdings
Japan
– -$386K -14,665 Closed
3 4 5
6
7

UBSI Hedge Fund Activity: Q3 2013 in Review

145 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q3 2013, worth a combined $666M — up 9% from $611M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new UBSI positions and 12 closed out — a net gain of 1 holder — while 53 added to existing stakes and 36 trimmed.

The largest buyer was City National Bank, adding an estimated $3.16M. The largest seller was United Capital Financial Advisors, exiting entirely with an estimated $6.35M sold.

  • 145 institutional investors held United Bankshares (UBSI) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $666M of United Bankshares stock for Q3 2013, up 9% quarter-over-quarter.
  • 13 funds opened new United Bankshares positions in Q3 2013 and 12 closed out, a net change of +1 holder.
  • The largest United Bankshares buyer in Q3 2013 was City National Bank, an estimated $3.16M added.
  • The largest United Bankshares seller in Q3 2013 was United Capital Financial Advisors, an estimated $6.35M sold.

Based on aggregated 13F filings for Q3 2013.