Union Bankshares
UNB
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.
13% more capital invested
Capital invested by funds: $27.1M → $30.5M (+$3.44M)
0.26% more ownership
Funds ownership: 14.13% → 14.39% (+0.26%)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
2% less funds holding
Funds holding: 41 → 40 (-1)
29% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.02M |
| 2 |
BlackRock
New York
|
+$755K |
| 3 |
Renaissance Technologies
New York
|
+$240K |
| 4 |
State Street
Boston,
Massachusetts
|
+$217K |
| 5 |
MFS
McNamara Financial Services
Marshfield,
Massachusetts
|
+$184K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$148K |
| 2 |
Morgan Stanley
New York
|
-$93K |
| 3 |
JP Morgan Chase
New York
|
-$93K |
| 4 |
CS
Cannell & Spears
New York
|
-$71.8K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$55.3K |
UNB Hedge Fund Activity: Q2 2017 in Review
40 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q2 2017, worth a combined $30.5M — up 13% from $27.1M a quarter earlier.
Fund positioning in UNB was balanced in Q2 2017: 3 funds opened new positions, 3 closed out, 10 added to existing stakes and 14 trimmed.
The largest buyer was Vanguard Group, adding an estimated $2.02M. The largest seller was Stifel Financial, cutting an estimated $148K.
- 40 institutional investors held Union Bankshares (UNB) as of Q2 2017, down from 41 in Q1 2017.
- Funds reported $30.5M of Union Bankshares stock for Q2 2017, up 13% quarter-over-quarter.
- 3 funds opened new Union Bankshares positions in Q2 2017 and 3 closed out, a net change of 0 holders.
- The largest Union Bankshares buyer in Q2 2017 was Vanguard Group, an estimated $2.02M added.
- The largest Union Bankshares seller in Q2 2017 was Stifel Financial, an estimated $148K sold.
Based on aggregated 13F filings for Q2 2017.