We are live on ! Find out more
UNB icon

Union Bankshares
UNB

42 hedge funds and large institutions have $32.4M invested in Union Bankshares in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

2% more funds holding

Funds holding: 41 → 42 (+1)

0.06% more ownership

Funds ownership: 15.99% → 16.04% (+0.06%)

5% less capital invested

Capital invested by funds: $34.1M → $32.4M (-$1.71M)

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
12
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$179K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$69.8K
3
Barclays
Barclays
United Kingdom
+$51.6K
4
Renaissance Technologies
Renaissance Technologies
New York
+$42.1K
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$38.6K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$339K
2
BlackRock
BlackRock
New York
-$329K
3
Bank of America
Bank of America
North Carolina
-$76.3K
4
UBS Group
UBS Group
Switzerland
-$41.2K
5
Deutsche Bank
Deutsche Bank
Germany
-$7.16K
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$185K – – –
UBS Group
27
UBS Group
Switzerland
$128K -$41.2K -881 -24%
AIG
28
American International Group
New York
$112K -$3.79K -81 -3%
Morgan Stanley
29
Morgan Stanley
New York
$93K -$339K -7,255 -78%
Bank of America
30
Bank of America
North Carolina
$88K -$76.3K -1,631 -46%
JP Morgan Chase
31
JP Morgan Chase
New York
$51K – – –
Barclays
32
Barclays
United Kingdom
$50K +$51.6K +1,103 New
Citigroup
33
Citigroup
New York
$47K +$935 +20 +2%
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$38K +$38.6K +825 +5,500%
Legal & General Group
35
Legal & General Group
United Kingdom
$29K – – –
CYG
36
Clean Yield Group
Vermont
$20K – – –
AIP
37
Ameritas Investment Partners
Nebraska
$14K – – –
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$9K – – –
ME
39
McIlrath & Eck
Washington
$3K – – –
PCP
40
Proficio Capital Partners
Massachusetts
$3K +$3.55K +76 New
Fidelity Investments
41
Fidelity Investments
Massachusetts
$2K -$889 -19 -31%
Canada Life
42
Canada Life
Manitoba, Canada
$1K – – –
TRCT
43
Tower Research Capital (TRC)
New York
– -$7K -137 Closed
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
– -$3K -53 Closed
1
2

UNB Hedge Fund Activity: Q1 2019 in Review

42 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q1 2019, worth a combined $32.4M — down 5% from $34.1M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new UNB positions and 2 closed out — a net gain of 1 holder — while 12 added to existing stakes and 7 trimmed.

The largest buyer was Vanguard Group, adding an estimated $179K. The largest seller was Morgan Stanley, cutting an estimated $339K.

  • 42 institutional investors held Union Bankshares (UNB) as of Q1 2019, up from 41 in Q4 2018.
  • Funds reported $32.4M of Union Bankshares stock for Q1 2019, down 5% quarter-over-quarter.
  • 3 funds opened new Union Bankshares positions in Q1 2019 and 2 closed out, a net change of +1 holder.
  • The largest Union Bankshares buyer in Q1 2019 was Vanguard Group, an estimated $179K added.
  • The largest Union Bankshares seller in Q1 2019 was Morgan Stanley, an estimated $339K sold.

Based on aggregated 13F filings for Q1 2019.