Union Bankshares
UNB
18 hedge funds and large institutions have $6.39M invested in Union Bankshares in 2015 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 3 closing their positions.
118% more capital inflows, than outflows
Capital inflows: $342K | Capital outflows: $157K
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
0.16% more ownership
Funds ownership: 5.33% → 5.48% (+0.16%)
5% less funds holding
Funds holding: 19 → 18 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
|
+$252K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$31.5K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$21.8K |
| 4 |
Trust Company of Vermont
Brattleboro,
Vermont
|
+$13.1K |
| 5 |
Tower Research Capital (TRC)
New York
|
+$11.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$79.1K |
| 2 |
Morgan Stanley
New York
|
-$29.6K |
| 3 |
Cannell & Spears
New York
|
-$28.1K |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$19K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$1K |
UNB Hedge Fund Activity: Q2 2015 in Review
18 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q2 2015, worth a combined $6.39M — up 6.2% from $6.02M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of UNB and 2 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 6 added.
The largest buyer was Cardinal Capital Management Inc (North Carolina), opening a new position worth an estimated $252K. The largest seller was UBS Group, cutting an estimated $79.1K.
- 18 institutional investors held Union Bankshares (UNB) as of Q2 2015, down from 19 in Q1 2015.
- Funds reported $6.39M of Union Bankshares stock for Q2 2015, up 6.2% quarter-over-quarter.
- 2 funds opened new Union Bankshares positions in Q2 2015 and 3 closed out, a net change of -1 holder.
- The largest Union Bankshares buyer in Q2 2015 was Cardinal Capital Management Inc (North Carolina), an estimated $252K added.
- The largest Union Bankshares seller in Q2 2015 was UBS Group, an estimated $79.1K sold.
Based on aggregated 13F filings for Q2 2015.