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Union Bankshares
UNB

42 hedge funds and large institutions have $27.6M invested in Union Bankshares in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

20% more capital invested

Capital invested by funds: $23.1M → $27.6M (+$4.59M)

5% more funds holding

Funds holding: 40 → 42 (+2)

0.72% more ownership

Funds ownership: 16.35% → 17.06% (+0.72%)

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FIA
FNY Investment Advisers
New York
+$289K
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$266K
3
TTWM
TCV Trust & Wealth Management
Virginia
+$203K
4
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
+$199K
5
JP Morgan Chase
JP Morgan Chase
New York
+$130K

Top Sellers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
-$241K
2
CS
Cannell & Spears
New York
-$47.2K
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$33K
4
Vanguard Group
Vanguard Group
Pennsylvania
-$24.6K
5
Northern Trust
Northern Trust
Illinois
-$22.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
26
Barclays
United Kingdom
$142K +$67.5K +1,983 +103%
Bank of America
27
Bank of America
North Carolina
$129K -$1.19K -35 -1%
AIG
28
American International Group
New York
$88K -$715 -21 -0.9%
Deutsche Bank
29
Deutsche Bank
Germany
$47K +$7.15K +210 +19%
BNP Paribas Financial Markets
30
BNP Paribas Financial Markets
France
$31.6K +$7.35K +216 +33%
Citigroup
31
Citigroup
New York
$28K +$8.31K +244 +45%
Legal & General Group
32
Legal & General Group
United Kingdom
$25K +$1.26K +37 +6%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$18K +$5.17K +152 +44%
CYG
34
Clean Yield Group
Vermont
$16K – – –
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$12K +$9.57K +281 +703%
AIP
36
Ameritas Investment Partners
Nebraska
$11K – – –
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$7K – – –
TRCT
38
Tower Research Capital (TRC)
New York
$6K -$1.91K -56 -26%
OSAM
39
O'Shaughnessy Asset Management
Connecticut
$6K +$6.06K +178 New
ME
40
McIlrath & Eck
Washington
$3K – – –
Canada Life
41
Canada Life
Manitoba, Canada
$2K +$2.25K +66 New
AG
42
Advisor Group
Arizona
$1K – – –
Russell Investments Group
43
Russell Investments Group
United Kingdom
– -$33K -1,057 Closed
Victory Capital Management
44
Victory Capital Management
Texas
– -$20K -644 Closed
1
2

UNB Hedge Fund Activity: Q4 2019 in Review

42 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q4 2019, worth a combined $27.6M — up 20% from $23.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new UNB positions and 2 closed out — a net gain of 2 holders — while 17 added to existing stakes and 11 trimmed.

The largest buyer was FNY Investment Advisers, adding an estimated $289K. The largest seller was Nuveen, cutting an estimated $241K.

  • 42 institutional investors held Union Bankshares (UNB) as of Q4 2019, up from 40 in Q3 2019.
  • Funds reported $27.6M of Union Bankshares stock for Q4 2019, up 20% quarter-over-quarter.
  • 4 funds opened new Union Bankshares positions in Q4 2019 and 2 closed out, a net change of +2 holders.
  • The largest Union Bankshares buyer in Q4 2019 was FNY Investment Advisers, an estimated $289K added.
  • The largest Union Bankshares seller in Q4 2019 was Nuveen, an estimated $241K sold.

Based on aggregated 13F filings for Q4 2019.