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Union Bankshares
UNB

19 hedge funds and large institutions have $6.58M invested in Union Bankshares in 2015 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

6% more funds holding

Funds holding: 18 → 19 (+1)

2% more capital invested

Capital invested by funds: $6.44M → $6.58M (+$134K)

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
4
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$307K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$213K
3
BFA
BlackRock Fund Advisors
California
+$14.5K
4
CCMINC
Cardinal Capital Management Inc (North Carolina)
North Carolina
+$12.2K
5
UBS Group
UBS Group
Switzerland
+$3.41K

Top Sellers

Rank Fund Capital Flow
1
T
Thomaspartners
Massachusetts
-$457K
2
CS
Cannell & Spears
New York
-$144K
3
CFSG
Community Financial Services Group
Vermont
-$130K
4
TRCT
Tower Research Capital (TRC)
New York
-$13K

UNB Hedge Fund Activity: Q4 2015 in Review

19 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q4 2015, worth a combined $6.58M — up 2.1% from $6.44M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new UNB positions and 3 closed out — a net gain of 1 holder — while 4 added to existing stakes and 1 trimmed.

The largest buyer was Raymond James & Associates, opening a new position worth an estimated $307K. The largest seller was Thomaspartners, exiting entirely with an estimated $457K sold.

  • 19 institutional investors held Union Bankshares (UNB) as of Q4 2015, up from 18 in Q3 2015.
  • Funds reported $6.58M of Union Bankshares stock for Q4 2015, up 2.1% quarter-over-quarter.
  • 4 funds opened new Union Bankshares positions in Q4 2015 and 3 closed out, a net change of +1 holder.
  • The largest Union Bankshares buyer in Q4 2015 was Raymond James & Associates, an estimated $307K added.
  • The largest Union Bankshares seller in Q4 2015 was Thomaspartners, an estimated $457K sold.

Based on aggregated 13F filings for Q4 2015.