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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

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

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
BFA
1
BlackRock Fund Advisors
California
$206M +$81.5M +2,677,615 +72%
Vanguard Group
2
Vanguard Group
Pennsylvania
$131M +$3.7M +121,688 +3%
State Street
3
State Street
Massachusetts
$83.9M -$511K -16,801 -0.6%
EARNEST Partners
4
EARNEST Partners
Georgia
$64.5M -$1.07M -35,261 -2%
Northern Trust
5
Northern Trust
Illinois
$47.8M -$1.33M -43,661 -3%
BIT
6
BlackRock Institutional Trust
California
$46.5M +$9.45M +310,528 +28%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$45.5M -$750K -24,644 -2%
UBWV
8
United Bank (West Virginia)
West Virginia
$34.6M -$939K -30,836 -3%
Norges Bank
9
Norges Bank
Norway
$32.2M +$15.2M +498,239 +100%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$26.7M +$173K +5,687 +0.7%
Lazard Asset Management
11
Lazard Asset Management
New York
$23.2M +$4.44M +145,839 +26%
Invesco
12
Invesco
Georgia
$19.7M +$1.02M +33,395 +6%
CNB
13
City National Bank
California
$17.7M +$8.08M +265,463 +94%
RA
14
Royce & Associates
New York
$14.1M +$1.2M +39,500 +10%
New York State Common Retirement Fund
15
New York State Common Retirement Fund
New York
$13.9M +$91.3K +3,000 +0.7%
SM
16
Stratton Management
Pennsylvania
$13.7M +$2.16M +70,950 +20%
Principal Financial Group
17
Principal Financial Group
Iowa
$12.8M -$43.9K -1,441 -0.4%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$12.3M +$734K +24,114 +7%
TCIM
19
TIAA CREF Investment Management
New York
$10.3M +$151K +4,964 +2%
GKIM
20
GW&K Investment Management
Massachusetts
$9.84M -$12K -394 -0.1%
Citadel Advisors
21
Citadel Advisors
Florida
$9.33M +$1.11M +36,532 +14%
Ameriprise
22
Ameriprise
Minnesota
$8.64M +$349K +11,470 +4%
CIP
23
Chartwell Investment Partners
Pennsylvania
$8.1M +$748K +24,580 +11%
Wells Fargo
24
Wells Fargo
California
$8.04M +$229K +7,529 +3%
BIM
25
BlackRock Investment Management
Delaware
$8.03M +$2.62M +86,070 +53%
1
2 3 4 5

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.