Union Bankshares
UNB
37 hedge funds and large institutions have $18.4M invested in Union Bankshares in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
67% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 9
6% more funds holding
Funds holding: 35 → 37 (+2)
1% more capital invested
Capital invested by funds: $18.1M → $18.4M (+$258K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$1.14M |
| 2 |
State Street
Boston,
Massachusetts
|
+$341K |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$162K |
| 4 |
New York State Common Retirement Fund
Albany,
New York
|
+$138K |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
+$45K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$57.6K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$30.2K |
| 3 |
SO
STRS Ohio
Columbus,
Ohio
|
-$24.2K |
| 4 |
Citigroup
New York
|
-$14K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$11.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| $64K | +$4.43K | +128 | +7% |
|
|
BA
27
BlackRock Advisors
Wilmington,
Delaware
| $47K | +$11.9K | +345 | +33% |
|
|
28
Bessemer Group
Woodbridge,
New Jersey
| $44K | +$45K | +1,300 | New |
|
|
29
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $27K | -$57.6K | -1,664 | -67% |
|
30
Wells Fargo
San Francisco,
California
| $27K | +$27.6K | +799 | +79,900% |
|
|
SO
31
STRS Ohio
Columbus,
Ohio
| $20K | -$24.2K | -700 | -54% |
|
|
CYG
32
Clean Yield Group
Norwich,
Vermont
| $15K | – | – | – |
|
|
TRCT
33
Tower Research Capital (TRC)
New York
| $14K | +$6.47K | +187 | +88% |
|
34
BNP Paribas Financial Markets
Paris,
France
| $9.03K | +$3.84K | +111 | +72% |
|
35
BlackRock
New York
| $6K | – | – | – |
|
36
Barclays
London,
United Kingdom
| $2K | +$1.66K | +48 | New |
|
|
TCIM
37
TIAA CREF Investment Management
New York
| $414 | – | – | – |
|
|
38
Citigroup
New York
| – | -$14K | -391 | Closed |
|
UNB Hedge Fund Activity: Q3 2016 in Review
37 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q3 2016, worth a combined $18.4M — up 1.4% from $18.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new UNB positions and 1 closed out — a net gain of 2 holders — while 15 added to existing stakes and 9 trimmed.
The largest buyer was Northern Trust, adding an estimated $1.14M. The largest seller was Deutsche Bank, cutting an estimated $57.6K.
- 37 institutional investors held Union Bankshares (UNB) as of Q3 2016, up from 35 in Q2 2016.
- Funds reported $18.4M of Union Bankshares stock for Q3 2016, up 1.4% quarter-over-quarter.
- 3 funds opened new Union Bankshares positions in Q3 2016 and 1 closed out, a net change of +2 holders.
- The largest Union Bankshares buyer in Q3 2016 was Northern Trust, an estimated $1.14M added.
- The largest Union Bankshares seller in Q3 2016 was Deutsche Bank, an estimated $57.6K sold.
Based on aggregated 13F filings for Q3 2016.