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United Bankshares
UBSI

167 hedge funds and large institutions have $1.05B invested in United Bankshares in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 65 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 45

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

2% more funds holding

Funds holding: 163 → 167 (+4)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less capital invested

Capital invested by funds: $1.1B → $1.05B (-$48.8M)

Holders
167
Holders Change
+4
Holders Change %
+2.45%
% of All Funds
4.85%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
15
Increased
65
Reduced
45
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$10.8M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.77M
3
CIP
Chartwell Investment Partners
Pennsylvania
+$2.83M
4
SM
Stratton Management
Pennsylvania
+$2.48M
5
Deutsche Bank
Deutsche Bank
Germany
+$2.2M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$15.2M
2
State Street
State Street
Massachusetts
-$4.54M
3
CNB
City National Bank
California
-$2.44M
4
Northern Trust
Northern Trust
Illinois
-$1.52M
5
Invesco
Invesco
Georgia
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
IPC
126
Independent Portfolio Consultants
Florida
$253K +$10.5K +325 +4%
MSA
127
Mason Street Advisors
Wisconsin
$246K +$1.26K +39 +0.5%
CIBC Asset Management
128
CIBC Asset Management
Ontario, Canada
$246K +$257K +7,962 New
DC
129
Davenport & Co
Virginia
$242K – – –
HRIA
130
Haberer Registered Investment Advisor
Ohio
$237K – – –
MHI
131
Miller Howard Investments
New York
$231K -$242K -7,499 -50%
Barclays
132
Barclays
United Kingdom
$224K +$82.2K +2,549 +52%
GC
133
Guggenheim Capital
Illinois
$217K +$2.38K +74 +1%
VKH
134
Virtu KCG Holdings
New York
$213K +$222K +6,887 New
M&T Bank
135
M&T Bank
New York
$206K +$214K +6,642 New
CA
136
Cetera Advisors
Colorado
$206K +$219K +6,800 New
Canada Life
137
Canada Life
Manitoba, Canada
$198K +$85.4K +2,648 +71%
OA
138
OFI Advisors
Pennsylvania
$184K +$5.93K +184 +3%
SO
139
STRS Ohio
Ohio
$173K +$25.8K +800 +17%
HF
140
Hoxton Financial
West Virginia
$152K +$5.77K +179 +4%
Envestnet Asset Management
141
Envestnet Asset Management
Illinois
$109K +$3.9K +121 +4%
Ohio Public Employees Retirement System (OPERS)
142
Ohio Public Employees Retirement System (OPERS)
Ohio
$100K -$38.2K -1,185 -27%
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$74K – – –
Teacher Retirement System of Texas
144
Teacher Retirement System of Texas
Texas
$69K -$999 -31 -1%
TRCT
145
Tower Research Capital (TRC)
New York
$57K +$46.8K +1,452 +381%
FHA
146
First Horizon Advisors
Tennessee
$42K +$2.19K +68 +5%
NFG
147
Next Financial Group
Texas
$41K +$42.7K +1,326 New
SFSIG
148
San Francisco Sentry Investment Group
California
$40K – – –
LTFS
149
Ladenburg Thalmann Financial Services
Florida
$39K +$5.58K +173 +16%
GT
150
Glenmede Trust
Pennsylvania
$31K +$1.42K +44 +4%
4 5
6
7 8

UBSI Hedge Fund Activity: Q3 2014 in Review

167 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q3 2014, worth a combined $1.05B — down 4.4% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UBSI positions and 11 closed out — a net gain of 4 holders — while 65 added to existing stakes and 45 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $10.8M. The largest seller was Norges Bank, cutting an estimated $15.2M.

  • 167 institutional investors held United Bankshares (UBSI) as of Q3 2014, up from 163 in Q2 2014.
  • Funds reported $1.05B of United Bankshares stock for Q3 2014, down 4.4% quarter-over-quarter.
  • 15 funds opened new United Bankshares positions in Q3 2014 and 11 closed out, a net change of +4 holders.
  • The largest United Bankshares buyer in Q3 2014 was BlackRock Fund Advisors, an estimated $10.8M added.
  • The largest United Bankshares seller in Q3 2014 was Norges Bank, an estimated $15.2M sold.

Based on aggregated 13F filings for Q3 2014.