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Union Bankshares
UNB

13 hedge funds and large institutions have $3.66M invested in Union Bankshares in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

8% more funds holding

Funds holding: 12 → 13 (+1)

5% more capital invested

Capital invested by funds: $3.48M → $3.66M (+$184K)

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

Holders
13
Holders Change
+1
Holders Change %
+8.33%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$189K
2
Morgan Stanley
Morgan Stanley
New York
+$66.8K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$17.3K
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$2.66K
5
Bank of America
Bank of America
North Carolina
+$390

Top Sellers

Rank Fund Capital Flow
1
CS
Cannell & Spears
New York
-$162K
2
CFSG
Community Financial Services Group
Vermont
-$103K
3
U
UBS
Switzerland
-$8.66K
4
TRCT
Tower Research Capital (TRC)
New York
-$1.62K
5
Wells Fargo
Wells Fargo
California
-$22
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
1
Cannell & Spears
New York
$2.06M -$162K -7,478 -7%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$653K +$17.3K +798 +3%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$264K – – –
U
4
UBS
Switzerland
$257K -$8.66K -400 -3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$201K +$189K +8,739 New
Morgan Stanley
6
Morgan Stanley
New York
$68K +$66.8K +3,085 New
TCOV
7
Trust Company of Vermont
Vermont
$56K – – –
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$35K – – –
Bank of America
9
Bank of America
North Carolina
$23K +$390 +18 +2%
Invesco
10
Invesco
Georgia
$22K – – –
TRCT
11
Tower Research Capital (TRC)
New York
$12K -$1.62K -75 -12%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$12K – – –
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3 +$2.66K +123 New
CFSG
14
Community Financial Services Group
Vermont
– -$103K -4,897 Closed
Wells Fargo
15
Wells Fargo
California
– -$22 -1 Closed

UNB Hedge Fund Activity: Q4 2013 in Review

13 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q4 2013, worth a combined $3.66M — up 5.3% from $3.48M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new UNB positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 3 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $189K. The largest seller was Cannell & Spears, cutting an estimated $162K.

  • 13 institutional investors held Union Bankshares (UNB) as of Q4 2013, up from 12 in Q3 2013.
  • Funds reported $3.66M of Union Bankshares stock for Q4 2013, up 5.3% quarter-over-quarter.
  • 3 funds opened new Union Bankshares positions in Q4 2013 and 2 closed out, a net change of +1 holder.
  • The largest Union Bankshares buyer in Q4 2013 was Vanguard Group, an estimated $189K added.
  • The largest Union Bankshares seller in Q4 2013 was Cannell & Spears, an estimated $162K sold.

Based on aggregated 13F filings for Q4 2013.