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United Bankshares
UBSI

166 hedge funds and large institutions have $809M invested in United Bankshares in 2013 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

440% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 5

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

21% more capital invested

Capital invested by funds: $666M → $809M (+$143M)

14% more funds holding

Funds holding: 145 → 166 (+21)

8% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 49

Holders
166
Holders Change
+21
Holders Change %
+14.48%
% of All Funds
4.82%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
27
Increased
53
Reduced
49
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EARNEST Partners
EARNEST Partners
Georgia
+$65M
2
UCFA
United Capital Financial Advisors
Texas
+$7.56M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$3.85M
4
Goldman Sachs
Goldman Sachs
New York
+$3.49M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2.73M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$8.18M
2
First Trust Advisors
First Trust Advisors
Illinois
-$3.54M
3
UBWV
United Bank (West Virginia)
West Virginia
-$3.12M
4
KCM
Kennedy Capital Management
Missouri
-$2.44M
5
Invesco
Invesco
Georgia
-$1.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bessemer Group
151
Bessemer Group
New Jersey
$27K – – –
AC
152
Alexandria Capital
Virginia
$22K – – –
OSNBOA
153
Old Second National Bank of Aurora
Illinois
$13K – – –
Creative Planning
154
Creative Planning
Kansas
$12K -$15.6K -510 -57%
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$11K – – –
CTC
156
Central Trust Company
Missouri
$9K – – –
TRCT
157
Tower Research Capital (TRC)
New York
$7K -$118K -3,870 -94%
SSG
158
Summit Securities Group
New York
$5K +$5.14K +168 New
MFS
159
MSI Financial Services
Massachusetts
$4K -$1.53K -50 -30%
PTC
160
Private Trust Company
Ohio
$4K – – –
Manulife (Manufacturers Life Insurance)
161
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.56K -$83.6K -2,733 -2%
PR
162
Payden & Rygel
California
$3K – – –
RNS
163
Robert N. Shapiro
$3K – – –
GT
164
Glenmede Trust
Pennsylvania
$2K – – –
NES
165
New England Securities
New York
$2K – – –
PFSC
166
Peoples Financial Services Corp
Pennsylvania
$2K +$2.26K +74 New
KCM
167
Kennedy Capital Management
Missouri
– -$2.44M -84,078 Closed
COI
168
Connable Office Inc
Michigan
– -$257K -8,877 Closed
WMSA
169
Weiss Multi-Strategy Advisers
New York
– -$225K -7,760 Closed
PAM
170
Panagora Asset Management
Massachusetts
– -$20K -700 Closed
PCM
171
Prelude Capital Management
New York
– -$6K -200 Closed
3 4 5 6
7

UBSI Hedge Fund Activity: Q4 2013 in Review

166 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q4 2013, worth a combined $809M — up 21% from $666M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new UBSI positions and 5 closed out — a net gain of 22 holders — while 53 added to existing stakes and 49 trimmed.

The largest buyer was EARNEST Partners, opening a new position worth an estimated $65M. The largest seller was Capital Research Global Investors, cutting an estimated $8.18M.

  • 166 institutional investors held United Bankshares (UBSI) as of Q4 2013, up from 145 in Q3 2013.
  • Funds reported $809M of United Bankshares stock for Q4 2013, up 21% quarter-over-quarter.
  • 27 funds opened new United Bankshares positions in Q4 2013 and 5 closed out, a net change of +22 holders.
  • The largest United Bankshares buyer in Q4 2013 was EARNEST Partners, an estimated $65M added.
  • The largest United Bankshares seller in Q4 2013 was Capital Research Global Investors, an estimated $8.18M sold.

Based on aggregated 13F filings for Q4 2013.