We are live on ! Find out more
UBSI icon

United Bankshares

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: 167181 (+14)

0% more funds holding in top 10

Funds holding in top 10: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$272M +$19M +552,039 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$157M +$3.25M +94,472 +2%
State Street
3
State Street
Massachusetts
$86.9M -$4.63M -134,660 -5%
EARNEST Partners
4
EARNEST Partners
Georgia
$73.5M -$542K -15,776 -0.8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$63.3M +$4.59M +133,530 +9%
BIT
6
BlackRock Institutional Trust
California
$55M -$150K -4,379 -0.3%
Northern Trust
7
Northern Trust
Illinois
$52.5M -$1.08M -31,336 -2%
UBWV
8
United Bank (West Virginia)
West Virginia
$38.4M -$704K -20,500 -2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$28.4M -$2.06M -59,844 -7%
Lazard Asset Management
10
Lazard Asset Management
New York
$27.7M -$511K -14,863 -2%
SM
11
Stratton Management
Pennsylvania
$20.7M +$1.83M +53,275 +11%
Invesco
12
Invesco
Georgia
$20.7M -$587K -17,082 -3%
Norges Bank
13
Norges Bank
Norway
$19.7M
CNB
14
City National Bank
California
$17.1M -$500K -14,540 -3%
New York State Common Retirement Fund
15
New York State Common Retirement Fund
New York
$15.4M
RA
16
Royce & Associates
New York
$15.2M -$172K -5,000 -1%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$15M +$574K +16,698 +4%
Principal Financial Group
18
Principal Financial Group
Iowa
$14.8M -$77.1K -2,243 -0.6%
BA
19
BlackRock Advisors
Delaware
$13.2M +$10.8M +314,425 +838%
CIP
20
Chartwell Investment Partners
Pennsylvania
$12.6M -$93.6K -2,725 -0.8%
GKIM
21
GW&K Investment Management
Massachusetts
$12M +$206K +6,000 +2%
TCIM
22
TIAA CREF Investment Management
New York
$11.3M -$384K -11,160 -4%
Ameriprise
23
Ameriprise
Minnesota
$10.7M +$175K +5,104 +2%
UCFA
24
United Capital Financial Advisors
Texas
$10.2M +$965K +28,085 +12%
BIM
25
BlackRock Investment Management
Delaware
$9.36M -$64.7K -1,883 -0.7%

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.