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Union Bankshares
UNB

18 hedge funds and large institutions have $6.44M invested in Union Bankshares in 2015 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $6.39M → $6.44M (+$50.8K)

0% more funds holding

Funds holding: 18 → 18 (0)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

Holders
18
Holders Change
–
Holders Change %
0%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
5
Reduced
5
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCMINC
Cardinal Capital Management Inc (North Carolina)
North Carolina
+$37.7K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$21K
3
AIG
American International Group
New York
+$5.25K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.63K
5
BIM
BlackRock Investment Management
Delaware
+$1.5K

Top Sellers

Rank Fund Capital Flow
1
CS
Cannell & Spears
New York
-$71.1K
2
UBS Group
UBS Group
Switzerland
-$21.3K
3
Morgan Stanley
Morgan Stanley
New York
-$5.49K
4
T
Thomaspartners
Massachusetts
-$4.07K
5
TRCT
Tower Research Capital (TRC)
New York
-$499
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
1
Cannell & Spears
New York
$2M -$71.1K -2,706 -3%
IWMPD
2
Integrated Wealth Management (Palm Desert)
California
$1.71M – – –
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$778K – – –
T
4
Thomaspartners
Massachusetts
$457K -$4.07K -155 -0.9%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$318K – – –
CCMINC
6
Cardinal Capital Management Inc (North Carolina)
North Carolina
$292K +$37.7K +1,436 +15%
Vanguard Group
7
Vanguard Group
Pennsylvania
$245K +$2.63K +100 +1%
UBS Group
8
UBS Group
Switzerland
$144K -$21.3K -810 -13%
CFSG
9
Community Financial Services Group
Vermont
$130K – – –
TCOV
10
Trust Company of Vermont
Vermont
$119K – – –
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$95K +$21K +800 +29%
Morgan Stanley
12
Morgan Stanley
New York
$82K -$5.49K -209 -6%
Bank of America
13
Bank of America
North Carolina
$26K – – –
BIM
14
BlackRock Investment Management
Delaware
$18K +$1.5K +57 +9%
TRCT
15
Tower Research Capital (TRC)
New York
$13K -$499 -19 -4%
AIG
16
American International Group
New York
$11K +$5.25K +200 +100%
Deutsche Bank
17
Deutsche Bank
Germany
$5K – – –
NFG
18
Next Financial Group
Texas
$5K – – –

UNB Hedge Fund Activity: Q3 2015 in Review

18 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q3 2015, worth a combined $6.44M — up 0.79% from $6.39M a quarter earlier.

Fund positioning in UNB was balanced in Q3 2015: 0 funds opened new positions, 0 closed out, 5 added to existing stakes and 5 trimmed.

The largest buyer was Cardinal Capital Management Inc (North Carolina), adding an estimated $37.7K. The largest seller was Cannell & Spears, cutting an estimated $71.1K.

  • 18 institutional investors held Union Bankshares (UNB) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $6.44M of Union Bankshares stock for Q3 2015, up 0.79% quarter-over-quarter.
  • 0 funds opened new Union Bankshares positions in Q3 2015 and 0 closed out.
  • The largest Union Bankshares buyer in Q3 2015 was Cardinal Capital Management Inc (North Carolina), an estimated $37.7K added.
  • The largest Union Bankshares seller in Q3 2015 was Cannell & Spears, an estimated $71.1K sold.

Based on aggregated 13F filings for Q3 2015.