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Union Bankshares
UNB

21 hedge funds and large institutions have $4.26M invested in Union Bankshares in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

62% more funds holding

Funds holding: 13 → 21 (+8)

10% more capital invested

Capital invested by funds: $3.89M → $4.26M (+$370K)

Holders
21
Holders Change
+8
Holders Change %
+61.54%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
4
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
T
Thomaspartners
Massachusetts
+$432K
2
TCOV
Trust Company of Vermont
Vermont
+$49.7K
3
Morgan Stanley
Morgan Stanley
New York
+$32.1K
4
GSC
Ground Swell Capital
South Carolina
+$13.8K
5
SFSIG
San Francisco Sentry Investment Group
California
+$13.7K

Top Sellers

Rank Fund Capital Flow
1
CS
Cannell & Spears
New York
-$34K
2
U
UBS
Switzerland
-$3.73K
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
1
Cannell & Spears
New York
$1.98M -$34K -1,368 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$689K – – –
T
3
Thomaspartners
Massachusetts
$417K +$432K +17,409 New
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$288K – – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$212K – – –
U
6
UBS
Switzerland
$204K -$3.73K -150 -2%
Morgan Stanley
7
Morgan Stanley
New York
$120K +$32.1K +1,292 +35%
CFSG
8
Community Financial Services Group
Vermont
$117K – – –
TCOV
9
Trust Company of Vermont
Vermont
$100K +$49.7K +2,000 +93%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$62K – – –
Bank of America
11
Bank of America
North Carolina
$24K – – –
SFSIG
12
San Francisco Sentry Investment Group
California
$13K +$13.7K +550 New
GSC
13
Ground Swell Capital
South Carolina
$13K +$13.8K +556 New
BIM
14
BlackRock Investment Management
Delaware
$11K +$4.87K +196 +71%
TRCT
15
Tower Research Capital (TRC)
New York
$10K +$3.13K +126 +46%
NFG
16
Next Financial Group
Texas
$5K +$4.97K +200 New
AIG
17
American International Group
New York
$2.4K +$2.48K +100 New
Ameriprise
18
Ameriprise
Minnesota
$1K +$770 +31 New
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1 – – –
Wells Fargo
20
Wells Fargo
California
– +$25 +1 New
Creative Planning
21
Creative Planning
Kansas
– +$497 +20 New

UNB Hedge Fund Activity: Q3 2014 in Review

21 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q3 2014, worth a combined $4.26M — up 9.5% from $3.89M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new UNB positions and 0 closed out — a net gain of 8 holders — while 4 added to existing stakes and 2 trimmed.

The largest buyer was Thomaspartners, opening a new position worth an estimated $432K. The largest seller was Cannell & Spears, cutting an estimated $34K.

  • 21 institutional investors held Union Bankshares (UNB) as of Q3 2014, up from 13 in Q2 2014.
  • Funds reported $4.26M of Union Bankshares stock for Q3 2014, up 9.5% quarter-over-quarter.
  • 8 funds opened new Union Bankshares positions in Q3 2014 and 0 closed out, a net change of +8 holders.
  • The largest Union Bankshares buyer in Q3 2014 was Thomaspartners, an estimated $432K added.
  • The largest Union Bankshares seller in Q3 2014 was Cannell & Spears, an estimated $34K sold.

Based on aggregated 13F filings for Q3 2014.