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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
Bessemer Group
151
Bessemer Group
New Jersey
$26K – – –
RNS
152
Robert N. Shapiro
$25K – – –
QT
153
Quantbot Technologies
New York
$23K +$24.2K +752 New
AC
154
Alexandria Capital
Virginia
$22K – – –
HI
155
Hudock Inc
Pennsylvania
$22K – – –
CTC
156
Central Trust Company
Missouri
$22K +$22.6K +700 New
OSNBOA
157
Old Second National Bank of Aurora
Illinois
$12K – – –
PR
158
Payden & Rygel
California
$11K – – –
Creative Planning
159
Creative Planning
Kansas
$9K – – –
TDC
160
Thompson Davis & Co
Virginia
$9K +$9.77K +303 New
GAM
161
Gemmer Asset Management
California
$4K – – –
MFS
162
MSI Financial Services
Massachusetts
$4K – – –
Manulife (Manufacturers Life Insurance)
163
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.7K +$52K +1,614 +1%
PTC
164
Private Trust Company
Ohio
$3K -$97 -3 -3%
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
PFSC
166
Peoples Financial Services Corp
Pennsylvania
$2K – – –
LSV Asset Management
167
LSV Asset Management
Illinois
– -$373K -11,557 Closed
Jane Street
168
Jane Street
New York
– -$363K -11,242 Closed
JP Morgan Chase
169
JP Morgan Chase
New York
– -$288K -8,925 Closed
Natixis Advisors
170
Natixis Advisors
Massachusetts
– -$265K -8,188 Closed
IMS
171
Index Management Solutions
Pennsylvania
– -$250K -7,719 Closed
AIP
172
Ameritas Investment Partners
Nebraska
– -$207K -6,408 Closed
VFA
173
Virtus Fund Advisers
Connecticut
– -$191K -5,894 Closed
DADC
174
D.A. Davidson & Co
Montana
– -$34K -1,055 Closed
PCM
175
Prelude Capital Management
New York
– -$18K -570 Closed
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.