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Union Bankshares
UNB

15 hedge funds and large institutions have $6.24M invested in Union Bankshares in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

70% more capital invested

Capital invested by funds: $3.66M → $6.24M (+$2.58M)

15% more funds holding

Funds holding: 13 → 15 (+2)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

Holders
15
Holders Change
+2
Holders Change %
+15.38%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
3
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FCM
FJ Capital Management
Virginia
+$2.1M
2
TTWM
TCV Trust & Wealth Management
Virginia
+$318K
3
CFSG
Community Financial Services Group
Vermont
+$115K
4
Morgan Stanley
Morgan Stanley
New York
+$11.8K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$11.7K

Top Sellers

Rank Fund Capital Flow
1
CS
Cannell & Spears
New York
-$172K
2
U
UBS
Switzerland
-$55.4K
3
California Public Employees Retirement System
California Public Employees Retirement System
California
-$35K
4
Invesco
Invesco
Georgia
-$22K
5
TCOV
Trust Company of Vermont
Vermont
-$3.51K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1
FJ Capital Management
Virginia
$2.28M +$2.1M +89,642 New
CS
2
Cannell & Spears
New York
$1.98M -$172K -7,360 -8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$670K – – –
TTWM
4
TCV Trust & Wealth Management
Virginia
$311K +$318K +13,578 New
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$274K – – –
U
6
UBS
Switzerland
$214K -$55.4K -2,370 -20%
Vanguard Group
7
Vanguard Group
Pennsylvania
$206K – – –
CFSG
8
Community Financial Services Group
Vermont
$112K +$115K +4,897 New
Morgan Stanley
9
Morgan Stanley
New York
$82K +$11.8K +505 +16%
TCOV
10
Trust Company of Vermont
Vermont
$55K -$3.51K -150 -6%
Bank of America
11
Bank of America
North Carolina
$23K -$421 -18 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$23K +$11.7K +500 +100%
TRCT
13
Tower Research Capital (TRC)
New York
$14K +$1.97K +84 +16%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3 – – –
California Public Employees Retirement System
15
California Public Employees Retirement System
California
– -$35K -1,555 Closed
Invesco
16
Invesco
Georgia
– -$22K -1,000 Closed
Wells Fargo
17
Wells Fargo
California
– +$23 +1 New

UNB Hedge Fund Activity: Q1 2014 in Review

15 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q1 2014, worth a combined $6.24M — up 70% from $3.66M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new UNB positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 4 trimmed.

The largest buyer was FJ Capital Management, opening a new position worth an estimated $2.1M. The largest seller was Cannell & Spears, cutting an estimated $172K.

  • 15 institutional investors held Union Bankshares (UNB) as of Q1 2014, up from 13 in Q4 2013.
  • Funds reported $6.24M of Union Bankshares stock for Q1 2014, up 70% quarter-over-quarter.
  • 4 funds opened new Union Bankshares positions in Q1 2014 and 2 closed out, a net change of +2 holders.
  • The largest Union Bankshares buyer in Q1 2014 was FJ Capital Management, an estimated $2.1M added.
  • The largest Union Bankshares seller in Q1 2014 was Cannell & Spears, an estimated $172K sold.

Based on aggregated 13F filings for Q1 2014.