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Union Bankshares
UNB

19 hedge funds and large institutions have $6M invested in Union Bankshares in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more capital invested

Capital invested by funds: $4.14M → $6M (+$1.86M)

12% more funds holding

Funds holding: 17 → 19 (+2)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
3
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$9.4K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$7.48K
3
AIG
American International Group
New York
+$2.49K
4
Citigroup
Citigroup
New York
+$374

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$24.9K
2
CS
Cannell & Spears
New York
-$17K
3
Morgan Stanley
Morgan Stanley
New York
-$8.4K
4
TRCT
Tower Research Capital (TRC)
New York
-$199
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
1
Cannell & Spears
New York
$2M -$17K -684 -0.9%
IWMPD
2
Integrated Wealth Management (Palm Desert)
California
$1.63M +$1.61M +64,525 New
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$727K – – –
T
4
Thomaspartners
Massachusetts
$440K – – –
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$304K – – –
UBS Group
6
UBS Group
Switzerland
$234K +$9.4K +377 +4%
Vanguard Group
7
Vanguard Group
Pennsylvania
$230K +$7.48K +300 +3%
CFSG
8
Community Financial Services Group
Vermont
$124K – – –
Morgan Stanley
9
Morgan Stanley
New York
$112K -$8.4K -337 -7%
TCOV
10
Trust Company of Vermont
Vermont
$102K – – –
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$40K -$24.9K -1,000 -38%
Bank of America
12
Bank of America
North Carolina
$25K – – –
BIM
13
BlackRock Investment Management
Delaware
$12K – – –
AIG
14
American International Group
New York
$5.06K +$2.49K +100 +100%
NFG
15
Next Financial Group
Texas
$5K – – –
TRCT
16
Tower Research Capital (TRC)
New York
$1K -$199 -8 -15%
Creative Planning
17
Creative Planning
Kansas
$1K – – –
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19 – – –
Citigroup
19
Citigroup
New York
– +$374 +15 New

UNB Hedge Fund Activity: Q1 2015 in Review

19 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q1 2015, worth a combined $6M — up 45% from $4.14M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new UNB positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 4 trimmed.

The largest buyer was UBS Group, adding an estimated $9.4K. The largest seller was Royal Bank of Canada, cutting an estimated $24.9K.

  • 19 institutional investors held Union Bankshares (UNB) as of Q1 2015, up from 17 in Q4 2014.
  • Funds reported $6M of Union Bankshares stock for Q1 2015, up 45% quarter-over-quarter.
  • 2 funds opened new Union Bankshares positions in Q1 2015 and 0 closed out, a net change of +2 holders.
  • The largest Union Bankshares buyer in Q1 2015 was UBS Group, an estimated $9.4K added.
  • The largest Union Bankshares seller in Q1 2015 was Royal Bank of Canada, an estimated $24.9K sold.

Based on aggregated 13F filings for Q1 2015.