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United Bankshares
UBSI

163 hedge funds and large institutions have $1.1B invested in United Bankshares in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 71 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 47

17% more capital invested

Capital invested by funds: $938M → $1.1B (+$162M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less funds holding

Funds holding: 171 → 163 (-8)

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

Holders
163
Holders Change
-8
Holders Change %
-4.68%
% of All Funds
4.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
8
Increased
71
Reduced
47
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$81.5M
2
Norges Bank
Norges Bank
Norway
+$15.2M
3
BIT
BlackRock Institutional Trust
California
+$9.45M
4
CNB
City National Bank
California
+$8.08M
5
Lazard Asset Management
Lazard Asset Management
New York
+$4.44M

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$18.3M
2
Goldman Sachs
Goldman Sachs
New York
-$7.04M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$2.63M
4
Renaissance Technologies
Renaissance Technologies
New York
-$2.08M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
151
Prelude Capital Management
New York
$18K +$17.3K +570 New
OSNBOA
152
Old Second National Bank of Aurora
Illinois
$13K – – –
TRCT
153
Tower Research Capital (TRC)
New York
$12K -$20.2K -664 -64%
PR
154
Payden & Rygel
California
$12K – – –
Creative Planning
155
Creative Planning
Kansas
$10K -$2.13K -70 -19%
GSC
156
Ground Swell Capital
South Carolina
$8K +$7.43K +244 New
BRWA
157
B. Riley Wealth Advisors
Florida
$4.88K +$4.6K +151 New
GAM
158
Gemmer Asset Management
California
$4K – – –
PTC
159
Private Trust Company
Ohio
$4K – – –
MFS
160
MSI Financial Services
Massachusetts
$4K +$304 +10 +8%
Northwestern Mutual Wealth Management
161
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
PFSC
162
Peoples Financial Services Corp
Pennsylvania
$2K – – –
BFC
163
Banc Funds Company
Illinois
– -$18.3M -597,296 Closed
D.E. Shaw & Co
164
D.E. Shaw & Co
New York
– -$2.63M -85,715 Closed
Renaissance Technologies
165
Renaissance Technologies
New York
– -$2.08M -67,831 Closed
Millennium Management
166
Millennium Management
New York
– -$1.56M -51,103 Closed
Tudor Investment Corp
167
Tudor Investment Corp
Connecticut
– -$890K -29,059 Closed
Two Sigma Investments
168
Two Sigma Investments
New York
– -$721K -23,560 Closed
Stifel Financial
169
Stifel Financial
Missouri
– -$506K -16,530 Closed
SG Americas Securities
170
SG Americas Securities
New York
– -$430K -14,039 Closed
DTL
171
Dynamic Technology Lab
Singapore
– -$422K -13,788 Closed
FP
172
Foundry Partners
Minnesota
– -$419K -13,674 Closed
VAM
173
Visium Asset Management
New York
– -$252K -8,212 Closed
CIBC Asset Management
174
CIBC Asset Management
Ontario, Canada
– -$244K -7,962 Closed
CIM
175
Contravisory Investment Management
Massachusetts
– -$194K -6,328 Closed
4 5 6
7
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UBSI Hedge Fund Activity: Q2 2014 in Review

163 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q2 2014, worth a combined $1.1B — up 17% from $938M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of UBSI and 8 opened new positions — a net loss of 8 holders — while 47 trimmed existing stakes and 71 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $81.5M. The largest seller was Banc Funds Company, exiting entirely with an estimated $18.3M sold.

  • 163 institutional investors held United Bankshares (UBSI) as of Q2 2014, down from 171 in Q1 2014.
  • Funds reported $1.1B of United Bankshares stock for Q2 2014, up 17% quarter-over-quarter.
  • 8 funds opened new United Bankshares positions in Q2 2014 and 16 closed out, a net change of -8 holders.
  • The largest United Bankshares buyer in Q2 2014 was BlackRock Fund Advisors, an estimated $81.5M added.
  • The largest United Bankshares seller in Q2 2014 was Banc Funds Company, an estimated $18.3M sold.

Based on aggregated 13F filings for Q2 2014.