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Union Bankshares
UNB

40 hedge funds and large institutions have $30.5M invested in Union Bankshares in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $27.1M → $30.5M (+$3.44M)

0.26% more ownership

Funds ownership: 14.13% → 14.39% (+0.26%)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

2% less funds holding

Funds holding: 41 → 40 (-1)

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
10
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.02M
2
BlackRock
BlackRock
New York
+$755K
3
Renaissance Technologies
Renaissance Technologies
New York
+$240K
4
State Street
State Street
Massachusetts
+$217K
5
MFS
McNamara Financial Services
Massachusetts
+$184K

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$148K
2
Morgan Stanley
Morgan Stanley
New York
-$93K
3
JP Morgan Chase
JP Morgan Chase
New York
-$93K
4
CS
Cannell & Spears
New York
-$71.8K
5
RJA
Raymond James & Associates
Florida
-$55.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$124K – – –
AIG
27
American International Group
New York
$115K +$1.03K +24 +1%
NFA
28
Nationwide Fund Advisors
Ohio
$110K – – –
UBS Group
29
UBS Group
Switzerland
$108K +$26.9K +628 +38%
Bank of America
30
Bank of America
North Carolina
$49K -$28.2K -657 -39%
Legal & General Group
31
Legal & General Group
United Kingdom
$24K – – –
TDC
32
Thompson Davis & Co
Virginia
$24K – – –
BNP Paribas Financial Markets
33
BNP Paribas Financial Markets
France
$19.5K +$17.2K +402 +5,025%
AIP
34
Ameritas Investment Partners
Nebraska
$14K – – –
PSC
35
Prentiss Smith & Co
Vermont
$10K – – –
SFSIG
36
San Francisco Sentry Investment Group
California
$10K +$9.47K +221 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$5K -$7.37K -172 -64%
Citigroup
38
Citigroup
New York
$1K -$2.44K -57 -68%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1K -$257 -6 -21%
JP Morgan Chase
40
JP Morgan Chase
New York
– -$93K -2,173 Closed
TRCT
41
Tower Research Capital (TRC)
New York
– -$34K -798 Closed
CYG
42
Clean Yield Group
Vermont
– -$19K -450 Closed
Barclays
43
Barclays
United Kingdom
– -$686 -16 -89%
1
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UNB Hedge Fund Activity: Q2 2017 in Review

40 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q2 2017, worth a combined $30.5M — up 13% from $27.1M a quarter earlier.

Fund positioning in UNB was balanced in Q2 2017: 3 funds opened new positions, 3 closed out, 10 added to existing stakes and 14 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.02M. The largest seller was Stifel Financial, cutting an estimated $148K.

  • 40 institutional investors held Union Bankshares (UNB) as of Q2 2017, down from 41 in Q1 2017.
  • Funds reported $30.5M of Union Bankshares stock for Q2 2017, up 13% quarter-over-quarter.
  • 3 funds opened new Union Bankshares positions in Q2 2017 and 3 closed out, a net change of 0 holders.
  • The largest Union Bankshares buyer in Q2 2017 was Vanguard Group, an estimated $2.02M added.
  • The largest Union Bankshares seller in Q2 2017 was Stifel Financial, an estimated $148K sold.

Based on aggregated 13F filings for Q2 2017.