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Union Bankshares

19 hedge funds and large institutions have $7.64M invested in Union Bankshares in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

16% more capital invested

Capital invested by funds: $6.58M → $7.64M (+$1.07M)

0% more funds holding

Funds holding: 1919 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CS
1
Cannell & Spears
New York
$1.93M -$69.7K -2,486 -4%
IWMPD
2
Integrated Wealth Management (Palm Desert)
California
$1.84M
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$834K -$5.5K -196 -0.7%
TCOV
4
Trust Company of Vermont
Vermont
$806K +$665K +23,715 +527%
RJA
5
Raymond James & Associates
Florida
$496K +$172K +6,125 +54%
CCMINC
6
Cardinal Capital Management Inc (North Carolina)
North Carolina
$353K +$24.9K +889 +8%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$342K
Vanguard Group
8
Vanguard Group
Pennsylvania
$267K
UBS Group
9
UBS Group
Switzerland
$229K +$69K +2,460 +44%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$216K -$6.96K -248 -3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$103K
Morgan Stanley
12
Morgan Stanley
New York
$101K +$12.6K +448 +14%
SCM
13
Segantii Capital Management
Hong Kong
$35K +$34.4K +1,227 New
Bank of America
14
Bank of America
North Carolina
$29K
BFA
15
BlackRock Fund Advisors
California
$20K +$4.32K +154 +29%
BIM
16
BlackRock Investment Management
Delaware
$19K
CYG
17
Clean Yield Group
Vermont
$13K +$12.6K +450 New
Deutsche Bank
18
Deutsche Bank
Germany
$5K
PSC
19
Prentiss Smith & Co
Vermont
$2K +$2.19K +78 New
AIG
20
American International Group
New York
-$11K -400 Closed
NFG
21
Next Financial Group
Texas
-$5K -200 Closed
Wells Fargo
22
Wells Fargo
California
-$28 -1 Closed

UNB Hedge Fund Activity: Q1 2016 in Review

19 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q1 2016, worth a combined $7.64M — up 16% from $6.58M a quarter earlier.

Fund positioning in UNB was balanced in Q1 2016: 3 funds opened new positions, 3 closed out, 6 added to existing stakes and 3 trimmed.

The largest buyer was Trust Company of Vermont, adding an estimated $665K. The largest seller was Cannell & Spears, cutting an estimated $69.7K.

  • 19 institutional investors held Union Bankshares (UNB) as of Q1 2016, unchanged from Q4 2015.
  • Funds reported $7.64M of Union Bankshares stock for Q1 2016, up 16% quarter-over-quarter.
  • 3 funds opened new Union Bankshares positions in Q1 2016 and 3 closed out, a net change of 0 holders.
  • The largest Union Bankshares buyer in Q1 2016 was Trust Company of Vermont, an estimated $665K added.
  • The largest Union Bankshares seller in Q1 2016 was Cannell & Spears, an estimated $69.7K sold.

Based on aggregated 13F filings for Q1 2016.