We are live on ! Find out more
UBSI icon

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
PFSC
176
Peoples Financial Services Corp
Pennsylvania
$3K – – –
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
CHP
178
Cable Hill Partners
Oregon
$1K +$584 +17 New
BRWA
179
B. Riley Wealth Advisors
Florida
$6 +$5.19K +151 New
RFC
180
Russell Frank Company
Washington
– -$3.1M -100,150 Closed
BCM
181
Bridgeway Capital Management
Texas
– -$2.67M -86,175 Closed
BNP Paribas Financial Markets
182
BNP Paribas Financial Markets
France
– -$585K -18,925 Closed
D.E. Shaw & Co
183
D.E. Shaw & Co
New York
– -$393K -12,721 Closed
PP
184
PDT Partners
New York
– -$371K -12,000 Closed
WCBA
185
Weaver C. Barksdale & Associates
Tennessee
– -$368K -11,889 Closed
SCM
186
Stevens Capital Management
Pennsylvania
– -$310K -10,020 Closed
VKH
187
Virtu KCG Holdings
New York
– -$213K -6,887 Closed
TRCT
188
Tower Research Capital (TRC)
New York
– -$57K -1,833 Closed
SFSIG
189
San Francisco Sentry Investment Group
California
– -$40K -1,280 Closed
QT
190
Quantbot Technologies
New York
– -$23K -752 Closed
CTC
191
Central Trust Company
Missouri
– -$22K -700 Closed
PTC
192
Private Trust Company
Ohio
– -$3K -113 Closed
W
193
Wealthfront
California
– +$34 +1 New
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.