Union Bankshares
UNB
31 hedge funds and large institutions have $16M invested in Union Bankshares in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
15% more capital invested
Capital invested by funds: $13.9M → $16M (+$2.12M)
11% more funds holding
Funds holding: 28 → 31 (+3)
0.15% less ownership
Funds ownership: 12.06% → 11.91% (-0.15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$272K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$239K |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$98.1K |
| 4 |
PMAM
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
+$91.3K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$84.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hudson Capital Management
Ramsey,
New Jersey
|
-$608K |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$279K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$106K |
| 4 |
CS
Cannell & Spears
New York
|
-$34K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$33.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $4K | – | – | – |
|
|
HPC
27
HM Payson & Co
Portland,
Maine
| $3K | +$2.77K | +100 | New |
|
|
WCM
28
Wealthcare Capital Management
Richmond,
Virginia
| $2K | +$1.72K | +62 | New |
|
29
Barclays
London,
United Kingdom
| $2K | +$2.13K | +77 | New |
|
30
BNP Paribas Financial Markets
Paris,
France
| $1.2K | – | – | – |
|
31
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | -$138 | -5 | -11% |
|
|
HCM
32
Hudson Capital Management
Ramsey,
New Jersey
| – | -$608K | -23,653 | Closed |
|
33
Citigroup
New York
| – | -$23K | -900 | Closed |
|
|
CYG
34
Clean Yield Group
Norwich,
Vermont
| – | -$12K | -450 | Closed |
|
UNB Hedge Fund Activity: Q1 2021 in Review
31 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q1 2021, worth a combined $16M — up 15% from $13.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new UNB positions and 3 closed out — a net gain of 3 holders — while 11 added to existing stakes and 8 trimmed.
The largest buyer was WBI Investments, adding an estimated $272K. The largest seller was Hudson Capital Management, exiting entirely with an estimated $608K sold.
- 31 institutional investors held Union Bankshares (UNB) as of Q1 2021, up from 28 in Q4 2020.
- Funds reported $16M of Union Bankshares stock for Q1 2021, up 15% quarter-over-quarter.
- 6 funds opened new Union Bankshares positions in Q1 2021 and 3 closed out, a net change of +3 holders.
- The largest Union Bankshares buyer in Q1 2021 was WBI Investments, an estimated $272K added.
- The largest Union Bankshares seller in Q1 2021 was Hudson Capital Management, an estimated $608K sold.
Based on aggregated 13F filings for Q1 2021.