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Union Bankshares
UNB

Overview Fund Activity

40 hedge funds and large institutions have $30.5M invested in Union Bankshares in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
10
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.47M
2
BlackRock
2
BlackRock
New York
$8.04M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$266K
4
State Street
4
State Street
Massachusetts
$2.58M
5
MFS
5
McNamara Financial Services
Massachusetts
$204K

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$219K
2
Morgan Stanley
2
Morgan Stanley
New York
$235K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$0
4
CS
4
Cannell & Spears
New York
$2.82M
5
RJA
5
Raymond James & Associates
Florida
$788K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$8.04M 169,174 +17,618 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.47M 73,034 +47,123 +182%
CS
3
Cannell & Spears
New York
$2.82M 59,357 -1,675 -3%
State Street
4
State Street
Massachusetts
$2.58M 54,254 +5,070 +10%
Northern Trust
5
Northern Trust
Illinois
$2.1M 44,112 +2,183 +5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.74M 36,556 -472 -1%
TCOV
7
Trust Company of Vermont
Vermont
$1.35M 28,515 – –
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$1.35M 28,383 – –
CCMINC
9
Cardinal Capital Management Inc (North Carolina)
North Carolina
$835K 17,586 +1,808 +11%
RJA
10
Raymond James & Associates
Florida
$788K 16,579 -1,290 -7%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$645K 13,583 -168 -1%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$570K 12,000 – –
TCIM
13
TIAA CREF Investment Management
New York
$546K 11,502 – –
California State Teachers Retirement System (CalSTRS)
14
California State Teachers Retirement System (CalSTRS)
California
$330K 6,949 -900 -11%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$318K 6,703 -174 -3%
TA
16
Teachers Advisors
New York
$317K 6,674 +464 +7%
Charles Schwab
17
Charles Schwab
California
$281K 5,900 – –
Renaissance Technologies
18
Renaissance Technologies
New York
$266K 5,600 +5,600 New
TTWM
19
TCV Trust & Wealth Management
Virginia
$252K 5,306 – –
Morgan Stanley
20
Morgan Stanley
New York
$235K 4,938 -2,171 -31%
CFSG
21
Community Financial Services Group
Vermont
$233K 4,897 – –
Stifel Financial
22
Stifel Financial
Missouri
$219K 4,617 -3,447 -43%
Deutsche Bank
23
Deutsche Bank
Germany
$215K 4,561 +3,468 +317%
MFS
24
McNamara Financial Services
Massachusetts
$204K 4,291 +4,291 New
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$190K 4,000 -1 -0%
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