Union Bankshares
UNB
40 hedge funds and large institutions have $35.5M invested in Union Bankshares in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 3 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 11
0.11% more ownership
Funds ownership: 15.52% → 15.64% (+0.11%)
3% less capital invested
Capital invested by funds: $36.7M → $35.5M (-$1.16M)
2% less funds holding
Funds holding: 41 → 40 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$567K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$308K |
| 3 |
TTWM
TCV Trust & Wealth Management
Richmond,
Virginia
|
+$237K |
| 4 |
Renaissance Technologies
New York
|
+$62.6K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$54.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$636K |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$185K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$83.7K |
| 4 |
CS
Cannell & Spears
New York
|
-$59.7K |
| 5 |
BlackRock
New York
|
-$43K |
UNB Hedge Fund Activity: Q1 2018 in Review
40 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q1 2018, worth a combined $35.5M — down 3.2% from $36.7M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of UNB and 2 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 15 added.
The largest buyer was Stifel Financial, adding an estimated $567K. The largest seller was PNC Financial Services Group, exiting entirely with an estimated $636K sold.
- 40 institutional investors held Union Bankshares (UNB) as of Q1 2018, down from 41 in Q4 2017.
- Funds reported $35.5M of Union Bankshares stock for Q1 2018, down 3.2% quarter-over-quarter.
- 2 funds opened new Union Bankshares positions in Q1 2018 and 3 closed out, a net change of -1 holder.
- The largest Union Bankshares buyer in Q1 2018 was Stifel Financial, an estimated $567K added.
- The largest Union Bankshares seller in Q1 2018 was PNC Financial Services Group, an estimated $636K sold.
Based on aggregated 13F filings for Q1 2018.