We are live on ! Find out more
UNB icon

Union Bankshares
UNB

39 hedge funds and large institutions have $28.1M invested in Union Bankshares in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more capital invested

Capital invested by funds: $18.4M → $28.1M (+$9.75M)

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

13.87% more ownership

Funds ownership: 0% → 13.87% (+14%)

5% more funds holding

Funds holding: 37 → 39 (+2)

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
13
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$642K
2
Morgan Stanley
Morgan Stanley
New York
+$401K
3
Stifel Financial
Stifel Financial
Missouri
+$314K
4
State Street
State Street
Massachusetts
+$294K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$248K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$194K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$86.8K
3
Northern Trust
Northern Trust
Illinois
-$83.3K
4
Bessemer Group
Bessemer Group
New Jersey
-$44K
5
CS
Cannell & Spears
New York
-$37.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$182K – – –
Citigroup
27
Citigroup
New York
$178K +$152K +3,916 New
Wells Fargo
28
Wells Fargo
California
$117K +$69.2K +1,777 +222%
Deutsche Bank
29
Deutsche Bank
Germany
$109K +$61.5K +1,580 +189%
NFA
30
Nationwide Fund Advisors
Ohio
$105K – – –
AIG
31
American International Group
New York
$102K -$272 -7 -0.3%
BA
32
BlackRock Advisors
Delaware
$79K +$14.2K +364 +26%
Bank of America
33
Bank of America
North Carolina
$70K -$12.9K -331 -18%
UBS Group
34
UBS Group
Switzerland
$58K -$194K -4,986 -80%
Legal & General Group
35
Legal & General Group
United Kingdom
$31K +$27K +693 New
TDC
36
Thompson Davis & Co
Virginia
$23K +$19.5K +500 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$12K -$86.8K -2,230 -89%
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$9.36K -$2.3K -59 -22%
BlackRock
39
BlackRock
New York
$8K – – –
Bessemer Group
40
Bessemer Group
New Jersey
– -$44K -1,300 Closed
SO
41
STRS Ohio
Ohio
– -$20K -600 Closed
CYG
42
Clean Yield Group
Vermont
– -$15K -450 Closed
TRCT
43
Tower Research Capital (TRC)
New York
– -$14K -400 Closed
Barclays
44
Barclays
United Kingdom
– -$2K -48 Closed
1
2

UNB Hedge Fund Activity: Q4 2016 in Review

39 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q4 2016, worth a combined $28.1M — up 53% from $18.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new UNB positions and 5 closed out — a net gain of 2 holders — while 13 added to existing stakes and 10 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $642K. The largest seller was UBS Group, cutting an estimated $194K.

  • 39 institutional investors held Union Bankshares (UNB) as of Q4 2016, up from 37 in Q3 2016.
  • Funds reported $28.1M of Union Bankshares stock for Q4 2016, up 53% quarter-over-quarter.
  • 7 funds opened new Union Bankshares positions in Q4 2016 and 5 closed out, a net change of +2 holders.
  • The largest Union Bankshares buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $642K added.
  • The largest Union Bankshares seller in Q4 2016 was UBS Group, an estimated $194K sold.

Based on aggregated 13F filings for Q4 2016.