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Union Bankshares
UNB

41 hedge funds and large institutions have $36.7M invested in Union Bankshares in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

14% more capital invested

Capital invested by funds: $32.1M → $36.7M (+$4.58M)

8% more funds holding

Funds holding: 38 → 41 (+3)

0.66% more ownership

Funds ownership: 14.86% → 15.52% (+0.66%)

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$990K
2
Deutsche Bank
Deutsche Bank
Germany
+$259K
3
Morgan Stanley
Morgan Stanley
New York
+$149K
4
State Street
State Street
Massachusetts
+$116K
5
Wells Fargo
Wells Fargo
California
+$75.1K

Top Sellers

Rank Fund Capital Flow
1
CS
Cannell & Spears
New York
-$163K
2
NFA
Nationwide Fund Advisors
Ohio
-$112K
3
TCIM
TIAA CREF Investment Management
New York
-$57.3K
4
Northern Trust
Northern Trust
Illinois
-$21.9K
5
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
-$20.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$212K – – –
AIG
27
American International Group
New York
$139K +$653 +13 +0.5%
UBS Group
28
UBS Group
Switzerland
$113K -$15.2K -302 -12%
Bank of America
29
Bank of America
North Carolina
$77K +$13.1K +261 +22%
BNP Paribas Financial Markets
30
BNP Paribas Financial Markets
France
$45.1K +$23.2K +462 +118%
JP Morgan Chase
31
JP Morgan Chase
New York
$45K +$42.2K +841 New
SWP
32
Stratos Wealth Partners
Ohio
$37K +$35.1K +700 New
Legal & General Group
33
Legal & General Group
United Kingdom
$34K -$8.94K -178 -22%
Barclays
34
Barclays
United Kingdom
$33K +$26.5K +527 +579%
Parallax Volatility Advisers
35
Parallax Volatility Advisers
California
$33K +$31.6K +630 New
ME
36
McIlrath & Eck
Washington
$30K +$28.9K +575 New
Citigroup
37
Citigroup
New York
$22K +$20.6K +410 New
AIP
38
Ameritas Investment Partners
Nebraska
$16K – – –
SFSIG
39
San Francisco Sentry Investment Group
California
$12K +$100 +2 +0.9%
PSC
40
Prentiss Smith & Co
Vermont
$11K – – –
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10K -$602 -12 -6%
NFA
42
Nationwide Fund Advisors
Ohio
– -$112K -2,317 Closed
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
– -$19K -399 Closed
1
2

UNB Hedge Fund Activity: Q4 2017 in Review

41 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q4 2017, worth a combined $36.7M — up 14% from $32.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new UNB positions and 2 closed out — a net gain of 3 holders — while 15 added to existing stakes and 10 trimmed.

The largest buyer was Vanguard Group, adding an estimated $990K. The largest seller was Cannell & Spears, cutting an estimated $163K.

  • 41 institutional investors held Union Bankshares (UNB) as of Q4 2017, up from 38 in Q3 2017.
  • Funds reported $36.7M of Union Bankshares stock for Q4 2017, up 14% quarter-over-quarter.
  • 5 funds opened new Union Bankshares positions in Q4 2017 and 2 closed out, a net change of +3 holders.
  • The largest Union Bankshares buyer in Q4 2017 was Vanguard Group, an estimated $990K added.
  • The largest Union Bankshares seller in Q4 2017 was Cannell & Spears, an estimated $163K sold.

Based on aggregated 13F filings for Q4 2017.