Union Bankshares
UNB
28 hedge funds and large institutions have $13.9M invested in Union Bankshares in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
47% more capital invested
Capital invested by funds: $9.43M → $13.9M (+$4.45M)
12% more funds holding
Funds holding: 25 → 28 (+3)
1.07% more ownership
Funds ownership: 10.99% → 12.06% (+1.1%)
54% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.28M |
| 2 |
HCM
Hudson Capital Management
Ramsey,
New Jersey
|
+$584K |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$257K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$228K |
| 5 |
Bank of New York Mellon
New York
|
+$130K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICM
Invenomic Capital Management
Boston,
Massachusetts
|
-$548K |
| 2 |
Millennium Management
New York
|
-$233K |
| 3 |
Renaissance Technologies
New York
|
-$118K |
| 4 |
BlackRock
New York
|
-$94.1K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$90.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
BNP Paribas Financial Markets
Paris,
France
| $1.03K | -$6.27K | -254 | -86% |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | -$1.43K | -58 | -56% |
|
28
JP Morgan Chase
New York
| $1K | +$839 | +34 | +680% |
|
|
ICM
29
Invenomic Capital Management
Boston,
Massachusetts
| – | -$548K | -27,002 | Closed |
|
|
ME
30
McIlrath & Eck
Arlington,
Washington
| – | -$2K | -75 | Closed |
|
UNB Hedge Fund Activity: Q4 2020 in Review
28 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q4 2020, worth a combined $13.9M — up 47% from $9.43M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new UNB positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 13 trimmed.
The largest buyer was Fidelity Investments, opening a new position worth an estimated $1.28M. The largest seller was Invenomic Capital Management, exiting entirely with an estimated $548K sold.
- 28 institutional investors held Union Bankshares (UNB) as of Q4 2020, up from 25 in Q3 2020.
- Funds reported $13.9M of Union Bankshares stock for Q4 2020, up 47% quarter-over-quarter.
- 5 funds opened new Union Bankshares positions in Q4 2020 and 2 closed out, a net change of +3 holders.
- The largest Union Bankshares buyer in Q4 2020 was Fidelity Investments, an estimated $1.28M added.
- The largest Union Bankshares seller in Q4 2020 was Invenomic Capital Management, an estimated $548K sold.
Based on aggregated 13F filings for Q4 2020.