Union Bankshares
UNB
35 hedge funds and large institutions have $21.6M invested in Union Bankshares in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
35% more capital invested
Capital invested by funds: $16M → $21.6M (+$5.62M)
13% more funds holding
Funds holding: 31 → 35 (+4)
1.42% more ownership
Funds ownership: 11.91% → 13.33% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$816K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$650K |
| 3 |
CFSG
Community Financial Services Group
Newport,
Vermont
|
+$337K |
| 4 |
State Street
Boston,
Massachusetts
|
+$204K |
| 5 |
TTWM
TCV Trust & Wealth Management
Richmond,
Virginia
|
+$200K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$300K |
| 2 |
Renaissance Technologies
New York
|
-$144K |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$104K |
| 4 |
Millennium Management
New York
|
-$25.3K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$8.86K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Bank of America
Charlotte,
North Carolina
| $42K | -$8.86K | -265 | -19% |
|
27
Wells Fargo
San Francisco,
California
| $37K | – | – | – |
|
|
CYG
28
Clean Yield Group
Norwich,
Vermont
| $16K | +$15K | +450 | New |
|
|
WBC
29
West Branch Capital
Amherst,
Massachusetts
| $7K | +$6.69K | +200 | New |
|
|
ASN
30
Advisory Services Network
Atlanta,
Georgia
| $6K | +$5.55K | +166 | New |
|
31
Osaic Holdings
Scottsdale,
Arizona
| $5K | – | – | – |
|
|
OSAM
32
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $2K | +$1.54K | +46 | New |
|
33
BNP Paribas Financial Markets
Paris,
France
| $1.45K | – | – | – |
|
34
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | -$301 | -9 | -23% |
|
|
TRCT
35
Tower Research Capital (TRC)
New York
| – | -$4K | -139 | Closed |
|
|
HPC
36
HM Payson & Co
Portland,
Maine
| – | -$3K | -100 | Closed |
|
37
Barclays
London,
United Kingdom
| – | -$2.44K | -73 | -95% |
|
|
WCM
38
Wealthcare Capital Management
Richmond,
Virginia
| – | -$2K | -62 | Closed |
|
UNB Hedge Fund Activity: Q2 2021 in Review
35 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q2 2021, worth a combined $21.6M — up 35% from $16M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new UNB positions and 3 closed out — a net gain of 4 holders — while 14 added to existing stakes and 10 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $816K. The largest seller was WBI Investments, cutting an estimated $300K.
- 35 institutional investors held Union Bankshares (UNB) as of Q2 2021, up from 31 in Q1 2021.
- Funds reported $21.6M of Union Bankshares stock for Q2 2021, up 35% quarter-over-quarter.
- 7 funds opened new Union Bankshares positions in Q2 2021 and 3 closed out, a net change of +4 holders.
- The largest Union Bankshares buyer in Q2 2021 was Fidelity Investments, an estimated $816K added.
- The largest Union Bankshares seller in Q2 2021 was WBI Investments, an estimated $300K sold.
Based on aggregated 13F filings for Q2 2021.