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Union Bankshares
UNB

41 hedge funds and large institutions have $27.1M invested in Union Bankshares in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

5% more funds holding

Funds holding: 39 → 41 (+2)

0.26% more ownership

Funds ownership: 13.87% → 14.13% (+0.26%)

4% less capital invested

Capital invested by funds: $28.1M → $27.1M (-$1.06M)

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
14
Reduced
12
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$6.35M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.12M
3
State Street
State Street
Massachusetts
+$36.1K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$36.1K
5
Northern Trust
Northern Trust
Illinois
+$35.2K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$279K
2
Citigroup
Citigroup
New York
-$161K
3
JP Morgan Chase
JP Morgan Chase
New York
-$121K
4
Deutsche Bank
Deutsche Bank
Germany
-$55.6K
5
IWMPD
Integrated Wealth Management (Palm Desert)
California
-$51.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
NFA
26
Nationwide Fund Advisors
Ohio
$100K – – –
JP Morgan Chase
27
JP Morgan Chase
New York
$93K -$121K -2,877 -57%
Bank of America
28
Bank of America
North Carolina
$72K +$6.42K +153 +10%
UBS Group
29
UBS Group
Switzerland
$71K +$15.3K +365 +29%
Deutsche Bank
30
Deutsche Bank
Germany
$45K -$55.6K -1,325 -55%
TRCT
31
Tower Research Capital (TRC)
New York
$34K +$33.5K +798 New
Legal & General Group
32
Legal & General Group
United Kingdom
$22K -$7.8K -186 -27%
TDC
33
Thompson Davis & Co
Virginia
$21K – – –
CYG
34
Clean Yield Group
Vermont
$19K +$18.9K +450 New
AIP
35
Ameritas Investment Partners
Nebraska
$13K +$12.7K +303 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$12K -$42 -1 -0.4%
PSC
37
Prentiss Smith & Co
Vermont
$9K +$8.39K +200 New
Citigroup
38
Citigroup
New York
$3K -$161K -3,832 -98%
Barclays
39
Barclays
United Kingdom
$1K +$755 +18 New
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1K +$1.22K +29 New
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$344 -$8.3K -198 -96%
1
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UNB Hedge Fund Activity: Q1 2017 in Review

41 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q1 2017, worth a combined $27.1M — down 3.8% from $28.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new UNB positions and 0 closed out — a net gain of 6 holders — while 14 added to existing stakes and 12 trimmed.

The largest buyer was BlackRock, adding an estimated $6.35M. The largest seller was Morgan Stanley, cutting an estimated $279K.

  • 41 institutional investors held Union Bankshares (UNB) as of Q1 2017, up from 39 in Q4 2016.
  • Funds reported $27.1M of Union Bankshares stock for Q1 2017, down 3.8% quarter-over-quarter.
  • 6 funds opened new Union Bankshares positions in Q1 2017 and 0 closed out, a net change of +6 holders.
  • The largest Union Bankshares buyer in Q1 2017 was BlackRock, an estimated $6.35M added.
  • The largest Union Bankshares seller in Q1 2017 was Morgan Stanley, an estimated $279K sold.

Based on aggregated 13F filings for Q1 2017.