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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
HF
151
Hoxton Financial
West Virginia
$185K +$1.38K +40 +0.8%
Ohio Public Employees Retirement System (OPERS)
152
Ohio Public Employees Retirement System (OPERS)
Ohio
$119K -$2.17K -63 -2%
Envestnet Asset Management
153
Envestnet Asset Management
Illinois
$105K -$24.9K -726 -21%
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$97K +$6.53K +190 +8%
Teacher Retirement System of Texas
155
Teacher Retirement System of Texas
Texas
$69K -$13.2K -384 -17%
SEI Investments
156
SEI Investments
Pennsylvania
$66K +$60K +1,746 New
FHA
157
First Horizon Advisors
Tennessee
$51K +$34 +1 +0.1%
NFG
158
Next Financial Group
Texas
$50K – – –
NPC
159
National Planning Corporation
California
$49.7K +$48.1K +1,400 New
GT
160
Glenmede Trust
Pennsylvania
$36K -$1.51K -44 -4%
Bessemer Group
161
Bessemer Group
New Jersey
$31K – – –
RNS
162
Robert N. Shapiro
$30K -$103 -3 -0.4%
AC
163
Alexandria Capital
Virginia
$27K – – –
HI
164
Hudock Inc
Pennsylvania
$26K – – –
TDC
165
Thompson Davis & Co
Virginia
$21K +$9.07K +264 +87%
GWS
166
Glassman Wealth Services
Virginia
$17K +$15.3K +444 New
CFS
167
Commonwealth Financial Services
West Virginia
$17K +$15.5K +451 New
OSNBOA
168
Old Second National Bank of Aurora
Illinois
$15K – – –
PR
169
Payden & Rygel
California
$13K – – –
FNBT
170
FineMark National Bank & Trust
Florida
$12K +$10.7K +310 New
Creative Planning
171
Creative Planning
Kansas
$11K – – –
P
172
Palladiem
Pennsylvania
$6K +$5.88K +171 New
Manulife (Manufacturers Life Insurance)
173
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.88K +$1.28M +37,174 +31%
GAM
174
Gemmer Asset Management
California
$5K – – –
MFS
175
MSI Financial Services
Massachusetts
$5K – – –
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.