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Union Bankshares
UNB

17 hedge funds and large institutions have $4.14M invested in Union Bankshares in 2014 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less capital invested

Capital invested by funds: $4.26M → $4.14M (-$128K)

19% less funds holding

Funds holding: 21 → 17 (-4)

50% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 4

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
17
Holders Change
-4
Holders Change %
-19.05%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$17.6K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.54K

Top Sellers

Rank Fund Capital Flow
1
CS
Cannell & Spears
New York
-$61.4K
2
SFSIG
San Francisco Sentry Investment Group
California
-$13K
3
TRCT
Tower Research Capital (TRC)
New York
-$8.33K
4
Morgan Stanley
Morgan Stanley
New York
-$6.69K
5
TCOV
Trust Company of Vermont
Vermont
-$3.61K
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
1
Cannell & Spears
New York
$1.9M -$61.4K -2,550 -3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$689K +$3.54K +147 +0.5%
T
3
Thomaspartners
Massachusetts
$413K – – –
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$286K – – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$211K – – –
UBS Group
6
UBS Group
Switzerland
$210K +$214K +8,870 New
CFSG
7
Community Financial Services Group
Vermont
$116K – – –
Morgan Stanley
8
Morgan Stanley
New York
$113K -$6.69K -278 -6%
TCOV
9
Trust Company of Vermont
Vermont
$96K -$3.61K -150 -4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$62K – – –
Bank of America
11
Bank of America
North Carolina
$24K – – –
BIM
12
BlackRock Investment Management
Delaware
$11K – – –
NFG
13
Next Financial Group
Texas
$5K – – –
AIG
14
American International Group
New York
$2.38K – – –
TRCT
15
Tower Research Capital (TRC)
New York
$1K -$8.33K -346 -86%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18 +$17.6K +733 +3,490%
SFSIG
17
San Francisco Sentry Investment Group
California
– -$13K -550 Closed
Ameriprise
18
Ameriprise
Minnesota
– -$1K -31 Closed
Wells Fargo
19
Wells Fargo
California
– -$24 -1 Closed

UNB Hedge Fund Activity: Q4 2014 in Review

17 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q4 2014, worth a combined $4.14M — down 3% from $4.26M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of UNB and 1 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 2 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $17.6K. The largest seller was Cannell & Spears, cutting an estimated $61.4K.

  • 17 institutional investors held Union Bankshares (UNB) as of Q4 2014, down from 21 in Q3 2014.
  • Funds reported $4.14M of Union Bankshares stock for Q4 2014, down 3% quarter-over-quarter.
  • 1 fund opened new Union Bankshares positions in Q4 2014 and 3 closed out, a net change of -2 holders.
  • The largest Union Bankshares buyer in Q4 2014 was Manulife (Manufacturers Life Insurance), an estimated $17.6K added.
  • The largest Union Bankshares seller in Q4 2014 was Cannell & Spears, an estimated $61.4K sold.

Based on aggregated 13F filings for Q4 2014.