We are live on ! Find out more
UNB icon

Union Bankshares

35 hedge funds and large institutions have $18.1M invested in Union Bankshares in 2016 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 2

137% more capital invested

Capital invested by funds: $7.64M → $18.1M (+$10.5M)

84% more funds holding

Funds holding: 1935 (+16)

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

Holders
35
Holders Change
+16
Holders Change %
+84.21%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
8
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$3.34M +$2.84M +91,276 +13,286%
IWMPD
2
Integrated Wealth Management (Palm Desert)
California
$2.32M -$24K -770 -1%
CS
3
Cannell & Spears
New York
$2.26M -$170K -5,469 -8%
State Street
4
State Street
Massachusetts
$1.13M +$963K +30,933 New
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$1.04M -$14.8K -475 -2%
TCOV
6
Trust Company of Vermont
Vermont
$1.03M
BIT
7
BlackRock Institutional Trust
California
$883K +$756K +24,292 New
Vanguard Group
8
Vanguard Group
Pennsylvania
$794K +$389K +12,489 +134%
RJA
9
Raymond James & Associates
Florida
$654K +$19.5K +627 +4%
BIM
10
BlackRock Investment Management
Delaware
$488K +$397K +12,754 +1,889%
CCMINC
11
Cardinal Capital Management Inc (North Carolina)
North Carolina
$475K +$21.5K +690 +6%
TCIM
12
TIAA CREF Investment Management
New York
$442K +$379K +12,169 New
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$436K
Northern Trust
14
Northern Trust
Illinois
$377K +$323K +10,381 New
California State Teachers Retirement System (CalSTRS)
15
California State Teachers Retirement System (CalSTRS)
California
$296K +$254K +8,149 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$288K +$10.6K +341 +5%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$268K +$230K +7,398 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$263K +$225K +7,225 New
TA
19
Teachers Advisors
New York
$226K +$193K +6,210 New
UBS Group
20
UBS Group
Switzerland
$217K -$64K -2,055 -26%
Charles Schwab
21
Charles Schwab
California
$215K +$184K +5,900 New
Morgan Stanley
22
Morgan Stanley
New York
$111K -$15.1K -486 -14%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$102K -$24.9K -800 -22%
Deutsche Bank
24
Deutsche Bank
Germany
$89K +$71.6K +2,302 +1,151%
NFA
25
Nationwide Fund Advisors
Ohio
$84K +$72.1K +2,317 New

UNB Hedge Fund Activity: Q2 2016 in Review

35 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q2 2016, worth a combined $18.1M — up 137% from $7.64M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new UNB positions and 2 closed out — a net gain of 16 holders — while 8 added to existing stakes and 6 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $2.84M. The largest seller was Cannell & Spears, cutting an estimated $170K.

  • 35 institutional investors held Union Bankshares (UNB) as of Q2 2016, up from 19 in Q1 2016.
  • Funds reported $18.1M of Union Bankshares stock for Q2 2016, up 137% quarter-over-quarter.
  • 18 funds opened new Union Bankshares positions in Q2 2016 and 2 closed out, a net change of +16 holders.
  • The largest Union Bankshares buyer in Q2 2016 was BlackRock Fund Advisors, an estimated $2.84M added.
  • The largest Union Bankshares seller in Q2 2016 was Cannell & Spears, an estimated $170K sold.

Based on aggregated 13F filings for Q2 2016.