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United Bankshares
UBSI

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: 167 → 181 (+14)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (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

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$19M
2
BA
BlackRock Advisors
Delaware
+$10.8M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.59M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.25M
5
Jane Street
Jane Street
New York
+$2.45M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$4.63M
2
RFC
Russell Frank Company
Washington
-$3.1M
3
BCM
Bridgeway Capital Management
Texas
-$2.67M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.06M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
126
Janney Capital Management
Pennsylvania
$326K -$1.72K -50 -0.6%
B
127
Baird
Wisconsin
$312K -$1.06K -31 -0.4%
Nomura Holdings
128
Nomura Holdings
Japan
$311K -$147K -4,266 -34%
MSA
129
Mason Street Advisors
Wisconsin
$307K +$8.56K +249 +3%
KeyBank National Association
130
KeyBank National Association
Ohio
$297K -$24.1K -700 -8%
DC
131
Davenport & Co
Virginia
$293K – – –
MHI
132
Miller Howard Investments
New York
$279K – – –
SO
133
STRS Ohio
Ohio
$273K +$58.4K +1,700 +30%
CA
134
Cetera Advisors
Colorado
$262K +$8.59K +250 +4%
PP
135
Paloma Partners
Connecticut
$252K +$232K +6,737 New
JEW
136
Jamison Eaton & Wood
New Jersey
$242K -$189K -5,500 -46%
LA
137
LVW Advisors
New York
$242K +$222K +6,451 New
Verition Fund Management
138
Verition Fund Management
Connecticut
$242K +$222K +6,454 New
VAM
139
Visium Asset Management
New York
$241K +$220K +6,409 New
Canada Life
140
Canada Life
Manitoba, Canada
$238K – – –
OA
141
OFI Advisors
Pennsylvania
$231K +$7.53K +219 +4%
RJT
142
Raymond James Trust
Florida
$229K +$209K +6,096 New
AIP
143
Ameritas Investment Partners
Nebraska
$228K +$210K +6,098 New
M&T Bank
144
M&T Bank
New York
$219K -$27.8K -810 -12%
AG
145
Aperio Group
California
$219K +$201K +5,835 New
CPIG
146
Chicago Partners Investment Group
Illinois
$218K +$200K +5,808 New
CIBC Asset Management
147
CIBC Asset Management
Ontario, Canada
$214K -$77K -2,241 -28%
N
148
Nuveen
North Carolina
$201K +$184K +5,357 New
Brown Advisory
149
Brown Advisory
Maryland
$201K +$184K +5,367 New
HRIA
150
Haberer Registered Investment Advisor
Ohio
$194K -$85.9K -2,500 -33%
4 5
6
7 8

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.