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Union Bankshares
UNB

24 hedge funds and large institutions have $11.3M invested in Union Bankshares in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

5% more capital invested

Capital invested by funds: $10.7M → $11.3M (+$584K)

0.08% more ownership

Funds ownership: 10.75% → 10.83% (+0.08%)

8% less funds holding

Funds holding: 26 → 24 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
24
Holders Change
-2
Holders Change %
-7.69%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
8
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$75.5K
2
BlackRock
BlackRock
New York
+$38.1K
3
CCMINC
Cardinal Capital Management Inc (North Carolina)
North Carolina
+$24.5K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$20.2K
5
Northern Trust
Northern Trust
Illinois
+$12K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$52.6K
2
TRCT
Tower Research Capital (TRC)
New York
-$25.6K
3
BAM
Belpointe Asset Management
Nevada
-$6.83K
4
UBS Group
UBS Group
Switzerland
-$5.33K
5
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$4.93K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
Ancora Advisors
Ohio
– -$4.42K -200 Closed
CAL
27
Capital Advisors Ltd
Ohio
– +$285 +13 New
1
2

UNB Hedge Fund Activity: Q2 2023 in Review

24 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q2 2023, worth a combined $11.3M — up 5.4% from $10.7M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of UNB and 1 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 8 added.

The largest buyer was LPL Financial, adding an estimated $75.5K. The largest seller was Renaissance Technologies, cutting an estimated $52.6K.

  • 24 institutional investors held Union Bankshares (UNB) as of Q2 2023, down from 26 in Q1 2023.
  • Funds reported $11.3M of Union Bankshares stock for Q2 2023, up 5.4% quarter-over-quarter.
  • 1 fund opened new Union Bankshares positions in Q2 2023 and 3 closed out, a net change of -2 holders.
  • The largest Union Bankshares buyer in Q2 2023 was LPL Financial, an estimated $75.5K added.
  • The largest Union Bankshares seller in Q2 2023 was Renaissance Technologies, an estimated $52.6K sold.

Based on aggregated 13F filings for Q2 2023.