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Union Bankshares
UNB

41 hedge funds and large institutions have $36.7M invested in Union Bankshares in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

14% more capital invested

Capital invested by funds: $32.1M → $36.7M (+$4.58M)

8% more funds holding

Funds holding: 38 → 41 (+3)

0.66% more ownership

Funds ownership: 14.86% → 15.52% (+0.66%)

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$990K
2
Deutsche Bank
Deutsche Bank
Germany
+$259K
3
Morgan Stanley
Morgan Stanley
New York
+$149K
4
State Street
State Street
Massachusetts
+$116K
5
Wells Fargo
Wells Fargo
California
+$75.1K

Top Sellers

Rank Fund Capital Flow
1
CS
Cannell & Spears
New York
-$163K
2
NFA
Nationwide Fund Advisors
Ohio
-$112K
3
TCIM
TIAA CREF Investment Management
New York
-$57.3K
4
Northern Trust
Northern Trust
Illinois
-$21.9K
5
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
-$20.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$9.23M +$44.1K +878 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.36M +$990K +19,725 +24%
State Street
3
State Street
Massachusetts
$3.01M +$116K +2,314 +4%
CS
4
Cannell & Spears
New York
$2.97M -$163K -3,255 -5%
Northern Trust
5
Northern Trust
Illinois
$2.3M -$21.9K -436 -1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.02M +$39.7K +790 +2%
TCOV
7
Trust Company of Vermont
Vermont
$1.51M – – –
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$1.48M -$19.3K -384 -1%
CCMINC
9
Cardinal Capital Management Inc (North Carolina)
North Carolina
$996K -$7.68K -153 -0.8%
RJA
10
Raymond James & Associates
Florida
$896K +$1.3K +26 +0.2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$837K +$4.12K +82 +0.5%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$636K – – –
TCIM
13
TIAA CREF Investment Management
New York
$549K -$57.3K -1,142 -10%
Morgan Stanley
14
Morgan Stanley
New York
$485K +$149K +2,971 +48%
Deutsche Bank
15
Deutsche Bank
Germany
$457K +$259K +5,168 +147%
Renaissance Technologies
16
Renaissance Technologies
New York
$408K +$40.2K +800 +12%
TA
17
Teachers Advisors
New York
$353K – – –
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$337K -$15.1K -300 -4%
California State Teachers Retirement System (CalSTRS)
19
California State Teachers Retirement System (CalSTRS)
California
$326K -$20.1K -400 -6%
Charles Schwab
20
Charles Schwab
California
$313K – – –
Wells Fargo
21
Wells Fargo
California
$296K +$75.1K +1,497 +37%
TTWM
22
TCV Trust & Wealth Management
Virginia
$281K – – –
CFSG
23
Community Financial Services Group
Vermont
$259K – – –
Stifel Financial
24
Stifel Financial
Missouri
$245K – – –
MFS
25
McNamara Financial Services
Massachusetts
$227K – – –
1
2

UNB Hedge Fund Activity: Q4 2017 in Review

41 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q4 2017, worth a combined $36.7M — up 14% from $32.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new UNB positions and 2 closed out — a net gain of 3 holders — while 15 added to existing stakes and 10 trimmed.

The largest buyer was Vanguard Group, adding an estimated $990K. The largest seller was Cannell & Spears, cutting an estimated $163K.

  • 41 institutional investors held Union Bankshares (UNB) as of Q4 2017, up from 38 in Q3 2017.
  • Funds reported $36.7M of Union Bankshares stock for Q4 2017, up 14% quarter-over-quarter.
  • 5 funds opened new Union Bankshares positions in Q4 2017 and 2 closed out, a net change of +3 holders.
  • The largest Union Bankshares buyer in Q4 2017 was Vanguard Group, an estimated $990K added.
  • The largest Union Bankshares seller in Q4 2017 was Cannell & Spears, an estimated $163K sold.

Based on aggregated 13F filings for Q4 2017.