Union Bankshares
UNB
26 hedge funds and large institutions have $14.6M invested in Union Bankshares in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 4 closing their positions.
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
0.74% less ownership
Funds ownership: 13.11% → 12.37% (-0.74%)
10% less funds holding
Funds holding: 29 → 26 (-3)
20% less capital invested
Capital invested by funds: $18.2M → $14.6M (-$3.66M)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCOV
Trust Company of Vermont
Brattleboro,
Vermont
|
+$40.6K |
| 2 |
CCMINC
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
|
+$37.4K |
| 3 |
State Street
Boston,
Massachusetts
|
+$23.4K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$20.6K |
| 5 |
Millennium Management
New York
|
+$17.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$556K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$212K |
| 3 |
Morgan Stanley
New York
|
-$162K |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$109K |
| 5 |
Renaissance Technologies
New York
|
-$56.4K |
UNB Hedge Fund Activity: Q2 2022 in Review
26 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q2 2022, worth a combined $14.6M — down 20% from $18.2M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of UNB and 1 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 11 added.
The largest buyer was Trust Company of Vermont, adding an estimated $40.6K. The largest seller was Fidelity Investments, cutting an estimated $556K.
- 26 institutional investors held Union Bankshares (UNB) as of Q2 2022, down from 29 in Q1 2022.
- Funds reported $14.6M of Union Bankshares stock for Q2 2022, down 20% quarter-over-quarter.
- 1 fund opened new Union Bankshares positions in Q2 2022 and 4 closed out, a net change of -3 holders.
- The largest Union Bankshares buyer in Q2 2022 was Trust Company of Vermont, an estimated $40.6K added.
- The largest Union Bankshares seller in Q2 2022 was Fidelity Investments, an estimated $556K sold.
Based on aggregated 13F filings for Q2 2022.