Union Bankshares
UNB
35 hedge funds and large institutions have $18.1M invested in Union Bankshares in 2016 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.
800% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 2
137% more capital invested
Capital invested by funds: $7.64M → $18.1M (+$10.5M)
84% more funds holding
Funds holding: 19 → 35 (+16)
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$2.84M |
| 2 |
State Street
Boston,
Massachusetts
|
+$963K |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$756K |
| 4 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
+$397K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$389K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Cannell & Spears
New York
|
-$170K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$64K |
| 3 |
SCM
Segantii Capital Management
Hong Kong
|
-$35K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$24.9K |
| 5 |
IWMPD
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
-$24K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIG
26
American International Group
New York
| $81.4K | +$69.6K | +2,238 | New |
|
27
Bank of America
Charlotte,
North Carolina
| $63K | +$22.9K | +737 | +74% |
|
|
SO
28
STRS Ohio
Columbus,
Ohio
| $47K | +$40.5K | +1,300 | New |
|
|
BA
29
BlackRock Advisors
Wilmington,
Delaware
| $38K | +$32.3K | +1,037 | New |
|
|
CYG
30
Clean Yield Group
Norwich,
Vermont
| $16K | – | – | – |
|
31
Citigroup
New York
| $14K | +$12.2K | +391 | New |
|
|
TRCT
32
Tower Research Capital (TRC)
New York
| $8K | +$6.63K | +213 | New |
|
33
BlackRock
New York
| $6K | +$5.54K | +178 | New |
|
34
BNP Paribas Financial Markets
Paris,
France
| $5.6K | +$4.79K | +154 | New |
|
|
SCM
35
Segantii Capital Management
Hong Kong
| – | -$35K | -1,227 | Closed |
|
|
PSC
36
Prentiss Smith & Co
Brattleboro,
Vermont
| – | -$2K | -78 | Closed |
|
37
Wells Fargo
San Francisco,
California
| – | +$31 | +1 | New |
|
UNB Hedge Fund Activity: Q2 2016 in Review
35 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q2 2016, worth a combined $18.1M — up 137% from $7.64M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new UNB positions and 2 closed out — a net gain of 16 holders — while 8 added to existing stakes and 6 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $2.84M. The largest seller was Cannell & Spears, cutting an estimated $170K.
- 35 institutional investors held Union Bankshares (UNB) as of Q2 2016, up from 19 in Q1 2016.
- Funds reported $18.1M of Union Bankshares stock for Q2 2016, up 137% quarter-over-quarter.
- 18 funds opened new Union Bankshares positions in Q2 2016 and 2 closed out, a net change of +16 holders.
- The largest Union Bankshares buyer in Q2 2016 was BlackRock Fund Advisors, an estimated $2.84M added.
- The largest Union Bankshares seller in Q2 2016 was Cannell & Spears, an estimated $170K sold.
Based on aggregated 13F filings for Q2 2016.