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Union Bankshares
UNB

13 hedge funds and large institutions have $3.89M invested in Union Bankshares in 2014 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% less funds holding

Funds holding: 15 → 13 (-2)

38% less capital invested

Capital invested by funds: $6.24M → $3.89M (-$2.35M)

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
13
Holders Change
-2
Holders Change %
-13.33%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$38.1K
2
BIM
BlackRock Investment Management
Delaware
+$6.6K
3
Morgan Stanley
Morgan Stanley
New York
+$3.58K

Top Sellers

Rank Fund Capital Flow
1
FCM
FJ Capital Management
Virginia
-$2.28M
2
TTWM
TCV Trust & Wealth Management
Virginia
-$311K
3
CS
Cannell & Spears
New York
-$63.7K
4
U
UBS
Switzerland
-$17K
5
TRCT
Tower Research Capital (TRC)
New York
-$8.18K
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
1
Cannell & Spears
New York
$2.08M -$63.7K -2,674 -3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$704K – – –
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$298K – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$217K – – –
U
5
UBS
Switzerland
$215K -$17K -712 -8%
CFSG
6
Community Financial Services Group
Vermont
$122K – – –
Morgan Stanley
7
Morgan Stanley
New York
$93K +$3.58K +150 +4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$65K +$38.1K +1,600 +160%
TCOV
9
Trust Company of Vermont
Vermont
$54K -$5.72K -240 -10%
Bank of America
10
Bank of America
North Carolina
$25K – – –
TRCT
11
Tower Research Capital (TRC)
New York
$7K -$8.18K -343 -56%
BIM
12
BlackRock Investment Management
Delaware
$7K +$6.6K +277 New
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1K -$2.43K -102 -83%
FCM
14
FJ Capital Management
Virginia
– -$2.28M -89,642 Closed
TTWM
15
TCV Trust & Wealth Management
Virginia
– -$311K -13,578 Closed
Wells Fargo
16
Wells Fargo
California
– -$24 -1 Closed

UNB Hedge Fund Activity: Q2 2014 in Review

13 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q2 2014, worth a combined $3.89M — down 38% from $6.24M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of UNB and 1 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 2 added.

The largest buyer was Royal Bank of Canada, adding an estimated $38.1K. The largest seller was FJ Capital Management, exiting entirely with an estimated $2.28M sold.

  • 13 institutional investors held Union Bankshares (UNB) as of Q2 2014, down from 15 in Q1 2014.
  • Funds reported $3.89M of Union Bankshares stock for Q2 2014, down 38% quarter-over-quarter.
  • 1 fund opened new Union Bankshares positions in Q2 2014 and 3 closed out, a net change of -2 holders.
  • The largest Union Bankshares buyer in Q2 2014 was Royal Bank of Canada, an estimated $38.1K added.
  • The largest Union Bankshares seller in Q2 2014 was FJ Capital Management, an estimated $2.28M sold.

Based on aggregated 13F filings for Q2 2014.