Union Bankshares
UNB
33 hedge funds and large institutions have $26M invested in Union Bankshares in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 0 closing their positions.
34% more capital invested
Capital invested by funds: $19.3M → $26M (+$6.62M)
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
22% more funds holding
Funds holding: 27 → 33 (+6)
3.33% more ownership
Funds ownership: 16.5% → 19.82% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.07M |
| 2 |
AGM
Alpine Global Management
New York
|
+$563K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$517K |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$415K |
| 5 |
6CM
683 Capital Management
New York
|
+$318K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$38.4K |
| 2 |
CS
Cannell & Spears
New York
|
-$26K |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$18.1K |
| 4 |
Citigroup
New York
|
-$14.5K |
| 5 |
Barclays
London,
United Kingdom
|
-$14.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CYG
26
Clean Yield Group
Norwich,
Vermont
| $13K | – | – | – |
|
|
27
Barclays
London,
United Kingdom
| $10.4K | -$14.2K | -470 | -57% |
|
|
1IA
28
1620 Investment Advisors
Plymouth,
Massachusetts
| $3.47K | – | – | – |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| $1.33K | -$3.05K | -101 | -69% |
|
30
BNP Paribas Financial Markets
Paris,
France
| $896 | – | – | – |
|
|
SS
31
SBI Securities
Tokyo,
Japan
| $665 | +$695 | +23 | New |
|
32
JP Morgan Chase
New York
| $145 | – | – | – |
|
UNB Hedge Fund Activity: Q4 2024 in Review
33 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q4 2024, worth a combined $26M — up 34% from $19.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new UNB positions and 0 closed out — a net gain of 6 holders — while 10 added to existing stakes and 8 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $2.07M. The largest seller was LPL Financial, cutting an estimated $38.4K.
- 33 institutional investors held Union Bankshares (UNB) as of Q4 2024, up from 27 in Q3 2024.
- Funds reported $26M of Union Bankshares stock for Q4 2024, up 34% quarter-over-quarter.
- 6 funds opened new Union Bankshares positions in Q4 2024 and 0 closed out, a net change of +6 holders.
- The largest Union Bankshares buyer in Q4 2024 was Fidelity Investments, an estimated $2.07M added.
- The largest Union Bankshares seller in Q4 2024 was LPL Financial, an estimated $38.4K sold.
Based on aggregated 13F filings for Q4 2024.