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Union Bankshares
UNB

43 hedge funds and large institutions have $38.9M invested in Union Bankshares in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 6

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

8% more funds holding

Funds holding: 40 → 43 (+3)

6% more capital invested

Capital invested by funds: $36.5M → $38.9M (+$2.35M)

0.62% more ownership

Funds ownership: 15.75% → 16.37% (+0.62%)

Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
17
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$242K
2
Jane Street
Jane Street
New York
+$233K
3
BCM
Bridgeway Capital Management
Texas
+$232K
4
BlackRock
BlackRock
New York
+$197K
5
Renaissance Technologies
Renaissance Technologies
New York
+$189K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$95K
2
RJA
Raymond James & Associates
Florida
-$47.2K
3
State Street
State Street
Massachusetts
-$14.3K
4
TRCT
Tower Research Capital (TRC)
New York
-$13K
5
PIA
Piedmont Investment Advisors
North Carolina
-$4K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Bridgeway Capital Management
Texas
$235K +$232K +4,419 New
MFS
27
McNamara Financial Services
Massachusetts
$228K – – –
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$218K +$5.25K +100 +3%
UBS Group
29
UBS Group
Switzerland
$193K +$44.2K +842 +30%
AIG
30
American International Group
New York
$137K +$2.47K +47 +2%
Bank of America
31
Bank of America
North Carolina
$126K +$22.1K +420 +21%
Barclays
32
Barclays
United Kingdom
$82K +$66.3K +1,261 +455%
Citigroup
33
Citigroup
New York
$57K +$27.4K +522 +95%
JP Morgan Chase
34
JP Morgan Chase
New York
$48K +$5.89K +112 +14%
SWP
35
Stratos Wealth Partners
Ohio
$37K +$36.8K +700 New
Legal & General Group
36
Legal & General Group
United Kingdom
$34K – – –
AIP
37
Ameritas Investment Partners
Nebraska
$16K – – –
PSC
38
Prentiss Smith & Co
Vermont
$11K – – –
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$7.39K -$53 -1 -0.7%
ME
40
McIlrath & Eck
Washington
$4K – – –
Canada Life
41
Canada Life
Manitoba, Canada
$2K – – –
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$2K +$1.94K +37 New
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$1K -$53 -1 -4%
TRCT
44
Tower Research Capital (TRC)
New York
– -$13K -243 Closed
PIA
45
Piedmont Investment Advisors
North Carolina
– -$4K -68 Closed
1
2

UNB Hedge Fund Activity: Q3 2018 in Review

43 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q3 2018, worth a combined $38.9M — up 6.4% from $36.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new UNB positions and 2 closed out — a net gain of 3 holders — while 17 added to existing stakes and 6 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $242K. The largest seller was Morgan Stanley, cutting an estimated $95K.

  • 43 institutional investors held Union Bankshares (UNB) as of Q3 2018, up from 40 in Q2 2018.
  • Funds reported $38.9M of Union Bankshares stock for Q3 2018, up 6.4% quarter-over-quarter.
  • 5 funds opened new Union Bankshares positions in Q3 2018 and 2 closed out, a net change of +3 holders.
  • The largest Union Bankshares buyer in Q3 2018 was Susquehanna International Group, an estimated $242K added.
  • The largest Union Bankshares seller in Q3 2018 was Morgan Stanley, an estimated $95K sold.

Based on aggregated 13F filings for Q3 2018.