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Union Bankshares
UNB

40 hedge funds and large institutions have $36.5M invested in Union Bankshares in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

3% more capital invested

Capital invested by funds: $35.5M → $36.5M (+$1.05M)

0.12% more ownership

Funds ownership: 15.64% → 15.75% (+0.12%)

0% more funds holding

Funds holding: 40 → 40 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
40
Holders Change
–
Holders Change %
0%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
15
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$474K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$194K
3
Renaissance Technologies
Renaissance Technologies
New York
+$180K
4
Deutsche Bank
Deutsche Bank
Germany
+$168K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$110K

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$305K
2
TTWM
TCV Trust & Wealth Management
Virginia
-$230K
3
State Street
State Street
Massachusetts
-$157K
4
TCIM
TIAA CREF Investment Management
New York
-$106K
5
RJA
Raymond James & Associates
Florida
-$51.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$144K +$37.1K +720 +35%
AIG
27
American International Group
New York
$132K +$2.32K +45 +2%
Bank of America
28
Bank of America
North Carolina
$101K +$18.4K +357 +22%
JP Morgan Chase
29
JP Morgan Chase
New York
$41K +$309 +6 +0.8%
Legal & General Group
30
Legal & General Group
United Kingdom
$34K – – –
Citigroup
31
Citigroup
New York
$28K +$2.99K +58 +12%
AIP
32
Ameritas Investment Partners
Nebraska
$16K – – –
Barclays
33
Barclays
United Kingdom
$14K -$27.9K -541 -66%
TRCT
34
Tower Research Capital (TRC)
New York
$13K +$12.5K +243 New
PSC
35
Prentiss Smith & Co
Vermont
$10K – – –
BNP Paribas Financial Markets
36
BNP Paribas Financial Markets
France
$7.27K -$32.2K -626 -82%
ME
37
McIlrath & Eck
Washington
$4K -$25.8K -500 -87%
PIA
38
Piedmont Investment Advisors
North Carolina
$4K +$3.5K +68 New
Canada Life
39
Canada Life
Manitoba, Canada
$2K – – –
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$1K +$1.44K +28 New
SWP
41
Stratos Wealth Partners
Ohio
– -$36K -700 Closed
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
– -$16K -320 Closed
SFSIG
43
San Francisco Sentry Investment Group
California
– -$11K -225 Closed
1
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UNB Hedge Fund Activity: Q2 2018 in Review

40 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q2 2018, worth a combined $36.5M — up 2.9% from $35.5M a quarter earlier.

Fund positioning in UNB was balanced in Q2 2018: 3 funds opened new positions, 3 closed out, 15 added to existing stakes and 12 trimmed.

The largest buyer was BlackRock, adding an estimated $474K. The largest seller was Stifel Financial, cutting an estimated $305K.

  • 40 institutional investors held Union Bankshares (UNB) as of Q2 2018, unchanged from Q1 2018.
  • Funds reported $36.5M of Union Bankshares stock for Q2 2018, up 2.9% quarter-over-quarter.
  • 3 funds opened new Union Bankshares positions in Q2 2018 and 3 closed out, a net change of 0 holders.
  • The largest Union Bankshares buyer in Q2 2018 was BlackRock, an estimated $474K added.
  • The largest Union Bankshares seller in Q2 2018 was Stifel Financial, an estimated $305K sold.

Based on aggregated 13F filings for Q2 2018.