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Union Bankshares
UNB

43 hedge funds and large institutions have $38.9M invested in Union Bankshares in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 6

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

8% more funds holding

Funds holding: 40 → 43 (+3)

6% more capital invested

Capital invested by funds: $36.5M → $38.9M (+$2.35M)

0.62% more ownership

Funds ownership: 15.75% → 16.37% (+0.62%)

Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
17
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$242K
2
Jane Street
Jane Street
New York
+$233K
3
BCM
Bridgeway Capital Management
Texas
+$232K
4
BlackRock
BlackRock
New York
+$197K
5
Renaissance Technologies
Renaissance Technologies
New York
+$189K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$95K
2
RJA
Raymond James & Associates
Florida
-$47.2K
3
State Street
State Street
Massachusetts
-$14.3K
4
TRCT
Tower Research Capital (TRC)
New York
-$13K
5
PIA
Piedmont Investment Advisors
North Carolina
-$4K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$9.91M +$197K +3,745 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.95M +$53.2K +1,013 +0.9%
CS
3
Cannell & Spears
New York
$2.92M – – –
State Street
4
State Street
Massachusetts
$2.88M -$14.3K -272 -0.5%
Northern Trust
5
Northern Trust
Illinois
$2.36M +$38.2K +726 +2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.23M +$68.6K +1,305 +3%
TCOV
7
Trust Company of Vermont
Vermont
$1.55M – – –
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$1.49M – – –
CCMINC
9
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1M +$3.15K +60 +0.3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$857K +$11.4K +216 +1%
Renaissance Technologies
11
Renaissance Technologies
New York
$850K +$189K +3,600 +29%
RJA
12
Raymond James & Associates
Florida
$714K -$47.2K -898 -6%
Deutsche Bank
13
Deutsche Bank
Germany
$531K +$83.9K +1,596 +19%
Stifel Financial
14
Stifel Financial
Missouri
$508K – – –
Charles Schwab
15
Charles Schwab
California
$463K +$63.1K +1,200 +16%
TCIM
16
TIAA CREF Investment Management
New York
$441K – – –
Morgan Stanley
17
Morgan Stanley
New York
$434K -$95K -1,807 -18%
TA
18
Teachers Advisors
New York
$352K -$3.15K -60 -0.9%
Wells Fargo
19
Wells Fargo
California
$339K +$4.89K +93 +1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$331K – – –
California State Teachers Retirement System (CalSTRS)
21
California State Teachers Retirement System (CalSTRS)
California
$315K – – –
TTWM
22
TCV Trust & Wealth Management
Virginia
$287K – – –
CFSG
23
Community Financial Services Group
Vermont
$260K – – –
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$245K +$242K +4,601 New
Jane Street
25
Jane Street
New York
$236K +$233K +4,437 New
1
2

UNB Hedge Fund Activity: Q3 2018 in Review

43 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q3 2018, worth a combined $38.9M — up 6.4% from $36.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new UNB positions and 2 closed out — a net gain of 3 holders — while 17 added to existing stakes and 6 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $242K. The largest seller was Morgan Stanley, cutting an estimated $95K.

  • 43 institutional investors held Union Bankshares (UNB) as of Q3 2018, up from 40 in Q2 2018.
  • Funds reported $38.9M of Union Bankshares stock for Q3 2018, up 6.4% quarter-over-quarter.
  • 5 funds opened new Union Bankshares positions in Q3 2018 and 2 closed out, a net change of +3 holders.
  • The largest Union Bankshares buyer in Q3 2018 was Susquehanna International Group, an estimated $242K added.
  • The largest Union Bankshares seller in Q3 2018 was Morgan Stanley, an estimated $95K sold.

Based on aggregated 13F filings for Q3 2018.