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Union Bankshares
UNB

Overview Fund Activity

41 hedge funds and large institutions have $27.1M invested in Union Bankshares in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 0 closing their positions.

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
14
Reduced
12
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$6.51M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$1.59M
3
State Street
3
State Street
Massachusetts
$2.11M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.11M
5
Northern Trust
5
Northern Trust
Illinois
$1.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$305K
2
Citigroup
2
Citigroup
New York
$3K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$93K
4
Deutsche Bank
4
Deutsche Bank
Germany
$45K
5
IWM
5
Integrated Wealth Management
California
$2.69M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$6.51M 151,556 +151,378 +85,044%
IWM
2
Integrated Wealth Management
California
$2.69M 62,535 -1,220 -2%
CS
3
Cannell & Spears
New York
$2.62M 61,032 -159 -0.3%
State Street
4
State Street
Massachusetts
$2.11M 49,184 +862 +2%
Northern Trust
5
Northern Trust
Illinois
$1.8M 41,929 +840 +2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.59M 37,028 +26,717 +259%
TCOV
7
Trust Company of Vermont
Vermont
$1.22M 28,515 +300 +1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$1.22M 28,383 – –
Vanguard Group
9
Vanguard Group
Pennsylvania
$1.11M 25,911 +860 +3%
RJA
10
Raymond James & Associates
Florida
$767K 17,869 -564 -3%
CCMINC
11
Cardinal Capital Management Inc (North Carolina)
North Carolina
$678K 15,778 +157 +1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$591K 13,751 +169 +1%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$516K 12,000 – –
TCIM
14
TIAA CREF Investment Management
New York
$494K 11,502 -402 -3%
Stifel Financial
15
Stifel Financial
Missouri
$346K 8,064 – –
California State Teachers Retirement System (CalSTRS)
16
California State Teachers Retirement System (CalSTRS)
California
$337K 7,849 -200 -2%
Morgan Stanley
17
Morgan Stanley
New York
$305K 7,109 -6,646 -48%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$295K 6,877 +1 +0%
TA
19
Teachers Advisors
New York
$267K 6,210 – –
Charles Schwab
20
Charles Schwab
California
$254K 5,900 – –
TTWM
21
TCV Trust & Wealth Management
Virginia
$228K 5,306 +94 +2%
CFSG
22
Community Financial Services Group
Vermont
$210K 4,897 – –
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$172K 4,001 +1 +0%
Wells Fargo
24
Wells Fargo
California
$103K 2,577 – –
AIG
25
American International Group
New York
$103K 2,392 +158 +7%
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